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0710.HK$4.74+3.72%
Fair $4.74+0.0%

0710.HK

BOE Varitronix Limited

Technology / Electronic ComponentsHKSE

$4.74

+0.17 (+3.72%)

Fairly Valued+0.0%Fair Value $4.74Fund rank 32/100 · Data gapFallback financials|
SA 63/B
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 25%

FCF escenarios

weak_data · normalized FCF $677.9M · quality 55.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 38/100Data 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

63/100

B

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 · 0710.HKLocal privado en este navegador · BOE Varitronix 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

$3.7B

P/E

10.8x

↓

EV/EBITDA

2.1x

↓

ROE

8.6%

↑

Gross Margin

16.9%

↓

Debt/Equity

0.09

↓
52-Week Range$5
$4$9

TradingView lightweight chart

0710.HK price, volumen y niveles de valoración

Último $4.740Periodo -76.3%
Fair value: $4.740

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+20.2%

FCF CAGR

+28.9%

FCF margin

6.5%

FCF / Net income

2.25x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $13.45B · net income $391.3M · FCF $880.3M

2021-FY → 2024-FY

Gross margin

16.9%-1.2% pts

Operating margin

2.2%-1.8% pts

Net margin

2.9%-1.3% pts

FCF margin

6.5%+1.2% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$13.45B$13.45B$10.76B$10.72B$7.74B
Net Income$391.3M$391.3M$475.3M$582.5M$327.8M
EBITDA$685.8M$685.8M$770.5M$841.1M$513.1M
EPS0.490.490.600.780.45
Gross Margin16.9%16.9%18.6%16.9%18.1%
Operating Margin2.2%2.2%4.5%5.5%4.0%
Net Margin2.9%2.9%4.4%5.4%4.2%
Balance Sheet
Debt/Equity0.090.090.150.170.01
Current Ratio1.401.40———
Cash Flow
Free Cash Flow$880.3M$880.3M$677.9M$-406.7M$411.0M
Returns
ROE8.6%8.6%10.9%14.3%10.8%
Valuation
P/E10.7710.7711.2320.6923.71
EV/EBITDA2.132.133.2111.7910.79
P/B0.830.831.232.972.57
Growth & Yield
Revenue Growth25.0%25.0%0.4%38.6%—
EPS Growth-17.8%-17.8%-22.6%73.7%—
Dividend Yield3.2%3.2%———

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

-5.3%

fácil

EPS terminal req.

$0.42

Spread vs growth

-12.5%

5Y implied EPS CAGR

0.6%

fácil

EPS terminal req.

$0.51

Spread vs growth

-18.3%

10Y implied EPS CAGR

5.2%

razonable

EPS terminal req.

$0.82

Spread vs growth

-22.9%

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 -15.6%

Total return

-15.6%

Start / end P/E

9.7x → 9.6x

EPS bridge

0.60 → 0.49

Residual

+0.2%

EPS growth-17.8%
Multiple rerating-1.3%
Dividend+3.2%
Residual / FX / buybacks / cross-term+0.2%

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.