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0327.HK$3.40+0.89%
Fair $3.40+0.0%

0327.HK

PAX Global Technology Limited

Industrials / Business Equipment & SuppliesHKSEHK

$3.40

+0.03 (+0.89%)

Fairly Valued+0.0%Fair Value $3.40Fund rank 33/100 · Data gapFallback financials|
SA 52/C
F-Score: 5/9
Declining Revenue

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.0B · quality 65.7/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 50/100Data 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

52/100

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: 1unknown: 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
Thesis & Journal · 0327.HKLocal privado en este navegador · PAX Global Technology 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

$3.6B

P/E

4.9x

↓

EV/EBITDA

-0.2x

↓

ROE

9.5%

↑

Gross Margin

43.6%

↑

Debt/Equity

0.01

↓
52-Week Range$3
$3$7

TradingView lightweight chart

0327.HK price, volumen y niveles de valoración

Último $3.400Periodo +18.1%
Fair value: $3.400

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

-10.0%

FCF CAGR

+57.5%

FCF margin

21.1%

FCF / Net income

1.65x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.87B · net income $753.6M · FCF $1.24B

2022-FY → 2025-FY

Gross margin

43.6%+2.6% pts

Operating margin

15.2%-2.2% pts

Net margin

12.8%-2.9% pts

FCF margin

21.1%+17.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.87B$5.87B$6.04B$6.71B$8.06B
Net Income$753.6M$753.6M$713.4M$1.16B$1.26B
EBITDA$1.03B$1.03B$964.8M$1.32B$1.50B
EPS0.700.700.661.051.14
Gross Margin43.6%43.6%47.2%44.6%41.0%
Operating Margin15.2%15.2%14.4%18.6%17.4%
Net Margin12.8%12.8%11.8%17.2%15.7%
Balance Sheet
Debt/Equity0.010.010.010.010.01
Current Ratio4.504.50———
Cash Flow
Free Cash Flow$1.24B$1.24B$1.04B$277.0M$317.9M
Returns
ROE9.5%9.5%9.5%15.5%18.2%
Valuation
P/E4.864.867.395.595.88
EV/EBITDA-0.18-0.182.362.792.91
P/B0.460.460.700.871.07
Growth & Yield
Revenue Growth-2.9%-2.9%-9.9%-16.8%—
EPS Growth6.4%6.4%-37.4%-7.9%—
Dividend Yield14.7%14.7%———

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

-24.5%

fácil

EPS terminal req.

$0.30

Spread vs growth

30.8%

5Y implied EPS CAGR

-12.2%

fácil

EPS terminal req.

$0.37

Spread vs growth

18.6%

10Y implied EPS CAGR

-1.7%

fácil

EPS terminal req.

$0.59

Spread vs growth

8.1%

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 -22.1%

Total return

-22.1%

Start / end P/E

8.2x → 4.9x

EPS bridge

0.66 → 0.70

Residual

-2.6%

EPS growth+6.4%
Multiple rerating-40.6%
Dividend+14.7%
Residual / FX / buybacks / cross-term-2.6%

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.