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0380.HK$0.15+15.75%
Fair $0.15+0.0%

0380.HK

China Pipe Group Limited

Consumer Cyclical / Home Improvement RetailHKSE

$0.15

+0.02 (+15.75%)

Fairly Valued+0.0%Fair Value $0.15Fund rank 35/100 · Data gapFallback financials|
SA 67/B
F-Score: 4/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $96.7M · quality 69.7/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 61/100Data 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

67/100

B

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 0380.HKLocal privado en este navegador · China Pipe 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

$196M

P/E

2.9x

↓

EV/EBITDA

-1.5x

↓

ROE

6.4%

↑

Gross Margin

30.3%

↑

Debt/Equity

0.12

↓
52-Week Range$0
$0$0

TradingView lightweight chart

0380.HK price, volumen y niveles de valoración

Último $0.147Periodo -30.0%
Fair value: $0.147

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

+0.5%

FCF CAGR

+41.1%

FCF margin

28.4%

FCF / Net income

3.28x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $645.4M · net income $56.0M · FCF $183.5M

2022-FY → 2025-FY

Gross margin

30.3%+2.8% pts

Operating margin

8.3%-0.7% pts

Net margin

8.7%+0.9% pts

FCF margin

28.4%+18.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$645.4M$645.4M$783.5M$714.1M$636.5M
Net Income$56.0M$56.0M$87.2M$58.4M$49.2M
EBITDA$96.7M$96.7M$136.1M$101.4M$89.7M
EPS0.040.040.070.040.04
Gross Margin30.3%30.3%31.5%27.3%27.5%
Operating Margin8.3%8.3%12.5%8.6%9.0%
Net Margin8.7%8.7%11.1%8.2%7.7%
Balance Sheet
Debt/Equity0.120.120.140.200.23
Current Ratio5.845.84———
Cash Flow
Free Cash Flow$183.5M$183.5M$96.7M$32.3M$65.3M
Returns
ROE6.4%6.4%10.7%8.0%7.3%
Valuation
P/E2.942.941.281.832.60
EV/EBITDA-1.52-1.52-0.390.230.85
P/B0.220.220.140.150.19
Growth & Yield
Revenue Growth-17.6%-17.6%9.7%12.2%—
EPS Growth-35.9%-35.9%49.5%18.7%—

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

-32.3%

fácil

EPS terminal req.

$0.01

Spread vs growth

-3.6%

5Y implied EPS CAGR

-17.8%

fácil

EPS terminal req.

$0.02

Spread vs growth

-18.1%

10Y implied EPS CAGR

-4.9%

fácil

EPS terminal req.

$0.03

Spread vs growth

-31.0%

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 +47.0%

Total return

+47.0%

Start / end P/E

1.5x → 3.5x

EPS bridge

0.07 → 0.04

Residual

-46.4%

EPS growth-35.9%
Multiple rerating+129.2%
Dividend+0.0%
Residual / FX / buybacks / cross-term-46.4%

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.