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0325.HK$55.15+2.13%
Fair $55.15+0.0%

0325.HK

Bloks Group Limited

Consumer Cyclical / LeisureHKSE

$55.15

+1.15 (+2.13%)

Fairly Valued+0.0%Fair Value $55.15Fund rank 28/100 · Data gapFallback financials|
SA 42/C
F-Score: 5/9

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 32% · confianza 22%

FCF escenarios

weak_data · normalized FCF $549.2M · quality 43.7/100

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

42/100

C

Piotroski

5/9

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 · 0325.HKLocal privado en este navegador · Bloks 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

$13.7B

P/E

18.6x

↑

EV/EBITDA

12.7x

↑

ROE

22.1%

↑

Gross Margin

46.8%

↑

Debt/Equity

0.01

↓
52-Week Range$55
$49$198

TradingView lightweight chart

0325.HK price, volumen y niveles de valoración

Último $55.15Periodo -35.1%
Fair value: $55.15

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

+107.6%

FCF CAGR

—

FCF margin

18.9%

FCF / Net income

0.87x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.91B · net income $633.7M · FCF $549.2M

2022-FY → 2025-FY

Gross margin

46.8%+8.9% pts

Operating margin

21.6%+99.4% pts

Net margin

21.8%+150.7% pts

FCF margin

18.9%+77.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.91B$2.91B$2.24B$876.7M$325.6M
Net Income$633.7M$633.7M$-401.0M$-206.1M$-419.9M
EBITDA$893.5M$893.5M$-206.1M$-144.5M$-416.3M
EPS2.562.56-1.66-0.85-1.74
Gross Margin46.8%46.8%52.6%47.3%37.9%
Operating Margin21.6%21.6%11.0%9.4%-77.8%
Net Margin21.8%21.8%-17.9%-23.5%-129.0%
Balance Sheet
Debt/Equity0.010.01-0.04-0.04-0.03
Current Ratio2.852.85———
Cash Flow
Free Cash Flow$549.2M$549.2M$641.8M$241.6M$-191.3M
Returns
ROE22.1%22.1%25.1%12.8%30.7%
Valuation
P/E18.5718.57———
EV/EBITDA12.7312.73———
P/B4.764.76———
Growth & Yield
Revenue Growth30.0%30.0%155.6%169.3%—
EPS Growth254.1%254.1%-94.6%50.9%—

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

24.1%

exigente

EPS terminal req.

$4.89

Spread vs growth

230.0%

5Y implied EPS CAGR

18.3%

exigente

EPS terminal req.

$5.92

Spread vs growth

235.9%

10Y implied EPS CAGR

14.1%

razonable

EPS terminal req.

$9.54

Spread vs growth

240.1%

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 -65.1%

Total return

-65.1%

Start / end P/E

n/dx → n/dx

EPS bridge

-1.66 → 2.56

Residual

-65.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-65.1%

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.