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0258.HK$2.16+0.47%
Fair $2.16+0.0%

0258.HK

Tomson Group Limited

Real Estate / Real Estate - DiversifiedHKSE

$2.16

+0.01 (+0.47%)

Fairly Valued+0.0%Fair Value $2.16Fund rank 24/100 · Data gapFallback financials|
SA 48/C
F-Score: 4/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 4.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 0/100Data 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

48/100

C

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: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled.
Thesis & Journal · 0258.HKLocal privado en este navegador · Tomson Group 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

$4.9B

P/E

6.0x

↓

EV/EBITDA

2.0x

↓

ROE

6.0%

↑

Gross Margin

70.2%

↑

Debt/Equity

0.10

↓
52-Week Range$2
$2$4

TradingView lightweight chart

0258.HK price, volumen y niveles de valoración

Último $2.160Periodo +137.4%
Fair value: $2.160

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

+85.5%

FCF CAGR

—

FCF margin

0.5%

FCF / Net income

0.02x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.94B · net income $791.2M · FCF $13.4M

2022-FY → 2025-FY

Gross margin

70.2%+1.9% pts

Operating margin

60.0%+34.9% pts

Net margin

26.9%+23.2% pts

FCF margin

0.5%+20.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.94B$2.94B$393.7M$513.8M$460.0M
Net Income$791.2M$791.2M$176.8M$42.7M$17.2M
EBITDA$1.94B$1.94B$393.1M$190.3M$181.2M
EPS——0.080.020.01
Gross Margin70.2%70.2%85.5%69.6%68.3%
Operating Margin60.0%60.0%31.8%24.8%25.1%
Net Margin26.9%26.9%44.9%8.3%3.7%
Balance Sheet
Debt/Equity0.100.100.100.030.02
Current Ratio1.781.78———
Cash Flow
Free Cash Flow$13.4M$13.4M$-2.13B$-302.3M$-91.8M
Returns
ROE6.0%6.0%1.5%0.4%0.1%
Valuation
P/E6.006.0037.9275.00182.76
EV/EBITDA2.032.0314.500.37-3.23
P/B0.370.370.570.270.25
Growth & Yield
Revenue Growth646.0%646.0%-23.4%11.7%—
EPS Growth——294.3%143.7%—
Dividend Yield6.3%6.3%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -10.3%

Total return

-10.3%

Start / end P/E

n/dx → n/dx

EPS bridge

0.08 → n/d

Residual

-16.6%

EPS growthn/d
Multiple reratingn/d
Dividend+6.3%
Residual / FX / buybacks / cross-term-16.6%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.