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0439.HK$0.77+0.00%
Fair $0.77+0.0%

0439.HK

Genesis Scale Holdings Limited

Industrials / Aerospace & DefenseHKSE

$0.77

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $0.77Fund rank 33/100 · Data gapFallback financials|
SA 26/D
F-Score: 2/9
Declining RevenueLow 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 33% · confianza 25%

FCF escenarios

weak_data · normalized FCF $-107.1M · quality 78.7/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 45/100Data 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

26/100

D

Piotroski

2/9

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. Revenue has declined for 2 consecutive years ROE is -5.1%, below the 5% threshold
Thesis & Journal · 0439.HKLocal privado en este navegador · Genesis Scale Holdings 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

$474M

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-5.1%

↓

Gross Margin

26.0%

↑

Debt/Equity

0.02

↓
52-Week Range$1
$1$2

TradingView lightweight chart

0439.HK price, volumen y niveles de valoración

Último $0.770Periodo -97.3%
Fair value: $0.770

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

+6.2%

FCF CAGR

—

FCF margin

-175.1%

FCF / Net income

0.78x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $63.0M · net income $-141.2M · FCF $-110.3M

2022-FY → 2025-FY

Gross margin

26.0%+5.4% pts

Operating margin

-36.0%+68.8% pts

Net margin

-224.2%-94.9% pts

FCF margin

-175.1%+1.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$63.0M$63.0M$75.5M$83.1M$52.5M
Net Income$-141.2M$-141.2M$-47.4M$-7.3M$-67.9M
EBITDA$-134.6M$-134.6M$-37.3M$173000.00$-56.9M
EPS-0.23-0.23-0.08-0.12-0.11
Gross Margin26.0%26.0%27.5%17.7%20.6%
Operating Margin-36.0%-36.0%-95.8%-19.9%-104.7%
Net Margin-224.2%-224.2%-62.8%-8.8%-129.3%
Balance Sheet
Debt/Equity0.020.020.030.080.09
Current Ratio2.422.42———
Cash Flow
Free Cash Flow$-110.3M$-110.3M$-107.1M$-52.7M$-92.8M
Returns
ROE-5.1%-5.1%-1.7%-0.5%-4.2%
Valuation
EV/EBITDA———-464.63—
P/B0.170.170.440.040.46
Growth & Yield
Revenue Growth-16.6%-16.6%-9.2%58.3%—
EPS Growth-197.9%-197.9%34.7%-7.0%—

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 -41.2%

Total return

-41.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.08 → -0.23

Residual

-41.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-41.2%

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.