StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
0538.HK$0.96+1.05%
Fair $0.96+0.0%

0538.HK

Ajisen (China) Holdings Limited

Consumer Cyclical / RestaurantsHKSE

$0.96

+0.01 (+1.05%)

Fairly Valued+0.0%Fair Value $0.96Fund rank 36/100 · Data gapFallback financials|
SA 53/C
F-Score: 7/9
Low 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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $371.0M · quality 77.7/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 78/100Data 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

53/100

C

Piotroski

7/9

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. ROE is 1.0%, below the 5% threshold
Thesis & Journal · 0538.HKLocal privado en este navegador · Ajisen (China) 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

$1.0B

P/E

32.0x

↑

EV/EBITDA

0.1x

↓

ROE

1.0%

↓

Gross Margin

50.2%

↑

Debt/Equity

0.23

↓
52-Week Range$1
$1$1

TradingView lightweight chart

0538.HK price, volumen y niveles de valoración

Último $0.960Periodo -86.5%
Fair value: $0.960

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

+8.6%

FCF CAGR

+14.9%

FCF margin

20.3%

FCF / Net income

13.06x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.83B · net income $28.4M · FCF $371.0M

2022-FY → 2025-FY

Gross margin

50.2%+6.2% pts

Operating margin

3.6%+11.0% pts

Net margin

1.6%+11.6% pts

FCF margin

20.3%+3.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.83B$1.83B$1.72B$1.82B$1.43B
Net Income$28.4M$28.4M$-20.2M$181.2M$-143.9M
EBITDA$427.5M$427.5M$293.9M$583.7M$216.7M
EPS0.030.03-0.020.17-0.13
Gross Margin50.2%50.2%48.6%49.4%44.0%
Operating Margin3.6%3.6%1.0%7.5%-7.4%
Net Margin1.6%1.6%-1.2%10.0%-10.1%
Balance Sheet
Debt/Equity0.230.230.210.150.18
Current Ratio3.573.57———
Cash Flow
Free Cash Flow$371.0M$371.0M$319.5M$432.9M$244.9M
Returns
ROE1.0%1.0%-0.7%6.0%-5.0%
Valuation
P/E32.0032.00—5.82—
EV/EBITDA0.070.07-0.35-0.15-0.31
P/B0.370.370.310.360.31
Growth & Yield
Revenue Growth6.7%6.7%-5.4%27.0%—
EPS Growth250.0%250.0%-111.8%230.8%—
Dividend Yield8.3%8.3%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

41.6%

muy exigente

EPS terminal req.

$0.09

Spread vs growth

208.4%

5Y implied EPS CAGR

28.0%

muy exigente

EPS terminal req.

$0.10

Spread vs growth

222.0%

10Y implied EPS CAGR

18.7%

exigente

EPS terminal req.

$0.17

Spread vs growth

231.3%

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 +34.6%

Total return

+34.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.02 → 0.03

Residual

+26.3%

EPS growthn/d
Multiple reratingn/d
Dividend+8.3%
Residual / FX / buybacks / cross-term+26.3%

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.