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0232.HK$0.21-5.33%
Fair $0.21+0.0%

0232.HK

Continental Aerospace Technologies Holding Limited

Industrials / Aerospace & DefenseHKSE

$0.21

-0.01 (-5.33%)

Fairly Valued+0.0%Fair Value $0.21Fund rank 31/100 · Data gapFallback financials|
SA 69/B
F-Score: 7/9
Margin CompressionLow 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 32% · confianza 23%

FCF escenarios

weak_data · normalized FCF $42.9M · quality 54.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 32/100Data 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

69/100

B

Piotroski

7/9

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Operating margin has declined for 3 consecutive years ROE is 3.0%, below the 5% threshold
Thesis & Journal · 0232.HKLocal privado en este navegador · Continental Aerospace Technologies Holding Limited
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

$2.0B

P/E

21.3x

↑

EV/EBITDA

6.1x

↓

ROE

3.0%

↓

Gross Margin

25.1%

↓

Debt/Equity

0.09

↓
52-Week Range$0
$0$0

TradingView lightweight chart

0232.HK price, volumen y niveles de valoración

Último $0.213Periodo -60.2%
Fair value: $0.213

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

+6.3%

FCF CAGR

-4.5%

FCF margin

8.7%

FCF / Net income

1.85x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.00B · net income $94.1M · FCF $174.0M

2022-FY → 2025-FY

Gross margin

25.1%-5.4% pts

Operating margin

3.2%-4.9% pts

Net margin

4.7%+1.7% pts

FCF margin

8.7%-3.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.00B$2.00B$1.81B$1.83B$1.67B
Net Income$94.1M$94.1M$56.0M$162.2M$50.8M
EBITDA$271.7M$271.7M$223.6M$241.6M$172.3M
EPS0.010.010.010.020.01
Gross Margin25.1%25.1%26.4%31.0%30.5%
Operating Margin3.2%3.2%3.4%3.6%8.1%
Net Margin4.7%4.7%3.1%8.9%3.1%
Balance Sheet
Debt/Equity0.090.090.100.100.10
Current Ratio3.973.97———
Cash Flow
Free Cash Flow$174.0M$174.0M$-50.5M$42.9M$199.5M
Returns
ROE3.0%3.0%1.9%5.4%1.8%
Valuation
P/E21.3021.3017.175.0017.09
EV/EBITDA6.106.104.493.533.42
P/B0.640.640.320.270.31
Growth & Yield
Revenue Growth10.7%10.7%-1.4%9.9%—
EPS Growth68.3%68.3%-65.5%216.4%—
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

23.2%

exigente

EPS terminal req.

$0.02

Spread vs growth

45.1%

5Y implied EPS CAGR

17.8%

exigente

EPS terminal req.

$0.02

Spread vs growth

50.6%

10Y implied EPS CAGR

13.8%

razonable

EPS terminal req.

$0.04

Spread vs growth

54.5%

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 +82.9%

Total return

+82.9%

Start / end P/E

19.7x → 21.1x

EPS bridge

0.01 → 0.01

Residual

+4.9%

EPS growth+68.3%
Multiple rerating+7.2%
Dividend+2.4%
Residual / FX / buybacks / cross-term+4.9%

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.