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003003.SZ$12.38+4.21%
Fair $12.38+0.0%

003003.SZ

Guangdong Tengen Industrial Group Co.,Ltd.

Consumer Cyclical / Packaging & ContainersShenzhen

$12.38

+0.50 (+4.21%)

Fairly Valued+0.0%Fair Value $12.38Fund rank 32/100 · Data gapFallback financials|
SA 39/D
F-Score: 4/9
Declining RevenueLow Profitability

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 33% · confianza 23%

FCF escenarios

weak_data · normalized FCF $184.7M · quality 61.7/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 39/100Data 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

39/100

D

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Revenue has declined for 3 consecutive years ROE is 4.5%, below the 5% threshold
Thesis & Journal · 003003.SZLocal privado en este navegador · Guangdong Tengen Industrial Group 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

$2.2B

P/E

36.4x

↑

EV/EBITDA

18.4x

↑

ROE

4.5%

↓

Gross Margin

20.1%

↓

Debt/Equity

0.21

↓
52-Week Range$12
$11$15

TradingView lightweight chart

003003.SZ price, volumen y niveles de valoración

Último $12.38Periodo -18.1%
Fair value: $12.38

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

-11.1%

FCF CAGR

—

FCF margin

18.1%

FCF / Net income

3.17x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.02B · net income $58.2M · FCF $184.7M

2022-FY → 2025-FY

Gross margin

20.1%+8.9% pts

Operating margin

7.1%+5.5% pts

Net margin

5.7%+5.9% pts

FCF margin

18.1%+23.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.02B$1.02B$1.15B$1.42B$1.45B
Net Income$58.2M$58.2M$63.9M$50.1M$-3.4M
EBITDA$121.2M$121.2M$117.8M$108.9M$54.4M
EPS0.330.330.360.28-0.02
Gross Margin20.1%20.1%18.1%14.9%11.1%
Operating Margin7.1%7.1%6.8%5.4%1.6%
Net Margin5.7%5.7%5.5%3.5%-0.2%
Balance Sheet
Debt/Equity0.210.210.170.140.16
Current Ratio1.771.77———
Cash Flow
Free Cash Flow$184.7M$184.7M$133.1M$238.2M$-76.0M
Returns
ROE4.5%4.5%5.0%4.0%-0.3%
Valuation
P/E36.4136.4128.2241.79—
EV/EBITDA18.3618.3616.0218.8738.30
P/B1.681.681.411.681.65
Growth & Yield
Revenue Growth-11.3%-11.3%-18.7%-2.6%—
EPS Growth-8.3%-8.3%28.6%1500.0%—
Dividend Yield1.5%1.5%———

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

49.3%

muy exigente

EPS terminal req.

$1.10

Spread vs growth

-57.6%

5Y implied EPS CAGR

32.1%

muy exigente

EPS terminal req.

$1.33

Spread vs growth

-40.5%

10Y implied EPS CAGR

20.6%

exigente

EPS terminal req.

$2.14

Spread vs growth

-28.9%

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 +3.2%

Total return

+3.2%

Start / end P/E

33.8x → 37.5x

EPS bridge

0.36 → 0.33

Residual

-0.9%

EPS growth-8.3%
Multiple rerating+10.9%
Dividend+1.5%
Residual / FX / buybacks / cross-term-0.9%

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.