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002956.SZ$21.88-1.97%
Fair $21.88+0.0%

002956.SZ

Guilin Seamild Foods Co., Ltd

Consumer Defensive / Packaged FoodsShenzhen

$21.88

-0.44 (-1.97%)

Fairly Valued+0.0%Fair Value $21.88Fund rank 28/100 · Data gapFallback financials|
SA 60/B
F-Score: 8/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $-8.4M · quality 48.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

60/100

B

Piotroski

8/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 002956.SZLocal privado en este navegador · Guilin Seamild Foods Co., Ltd
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$6.8B

P/E

30.8x

↑

EV/EBITDA

18.5x

↑

ROE

10.7%

↑

Gross Margin

42.0%

↑

Debt/Equity

0.07

↓
52-Week Range$22
$13$25

TradingView lightweight chart

002956.SZ price, volumen y niveles de valoración

Último $21.88Periodo +62.5%
Fair value: $21.88

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+19.1%

FCF CAGR

+18.3%

FCF margin

6.4%

FCF / Net income

0.83x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.24B · net income $171.7M · FCF $142.6M

2022-FY → 2025-FY

Gross margin

42.0%-1.2% pts

Operating margin

8.5%+1.5% pts

Net margin

7.7%-0.5% pts

FCF margin

6.4%-0.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.24B$2.24B$1.90B$1.58B$1.33B
Net Income$171.7M$171.7M$133.2M$115.5M$108.8M
EBITDA$255.9M$255.9M$201.1M$170.7M$155.7M
EPS0.780.780.600.520.49
Gross Margin42.0%42.0%41.3%44.5%43.1%
Operating Margin8.5%8.5%7.3%7.0%6.9%
Net Margin7.7%7.7%7.0%7.3%8.2%
Balance Sheet
Debt/Equity0.070.070.090.050.09
Current Ratio1.881.88———
Cash Flow
Free Cash Flow$142.6M$142.6M$-51.7M$-8.4M$86.2M
Returns
ROE10.7%10.7%8.8%7.9%7.7%
Valuation
P/E30.8230.8219.0819.3421.71
EV/EBITDA18.4718.4712.0010.4413.35
P/B2.992.991.681.531.68
Growth & Yield
Revenue Growth18.1%18.1%20.2%18.9%—
EPS Growth30.0%30.0%15.4%6.1%—
Dividend Yield2.4%2.4%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

35.5%

muy exigente

EPS terminal req.

$1.94

Spread vs growth

-5.5%

5Y implied EPS CAGR

24.7%

exigente

EPS terminal req.

$2.35

Spread vs growth

5.3%

10Y implied EPS CAGR

17.1%

exigente

EPS terminal req.

$3.78

Spread vs growth

12.9%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +31.8%

Total return

+31.8%

Start / end P/E

28.2x → 28.1x

EPS bridge

0.60 → 0.78

Residual

-0.1%

EPS growth+30.0%
Multiple rerating-0.5%
Dividend+2.4%
Residual / FX / buybacks / cross-term-0.1%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.