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0737.HK$1.98+0.00%
Fair $1.98+0.0%

0737.HK

Shenzhen Investment Holdings Bay Area Development Company Limited

Industrials / Infrastructure OperationsHKSE

$1.98

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $1.98Fund rank 26/100 · Data gapFallback financials|
SA 44/C
F-Score: 4/9
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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $294.0M · quality 39.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

44/100

C

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: 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. Revenue has declined for 2 consecutive years
Thesis & Journal · 0737.HKLocal privado en este navegador · Shenzhen Investment Holdings Bay Area Development Company 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

$6.1B

P/E

11.0x

↓

EV/EBITDA

8.6x

↓

ROE

10.1%

↑

Gross Margin

39.1%

↑

Debt/Equity

1.04

↑
52-Week Range$2
$2$2

TradingView lightweight chart

0737.HK price, volumen y niveles de valoración

Último $1.980Periodo -57.2%
Fair value: $1.980

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

-0.1%

FCF CAGR

—

FCF margin

69.9%

FCF / Net income

1.18x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $786.4M · net income $467.5M · FCF $549.7M

2022-FY → 2025-FY

Gross margin

39.1%+15.0% pts

Operating margin

30.4%+16.1% pts

Net margin

59.5%+24.2% pts

FCF margin

69.9%+99.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$786.4M$786.4M$879.5M$944.8M$789.7M
Net Income$467.5M$467.5M$460.9M$528.5M$278.6M
EBITDA$1.17B$1.17B$1.17B$1.18B$718.8M
EPS0.150.150.150.170.09
Gross Margin39.1%39.1%39.2%31.8%24.0%
Operating Margin30.4%30.4%32.7%24.2%14.3%
Net Margin59.5%59.5%52.4%55.9%35.3%
Balance Sheet
Debt/Equity1.041.041.000.850.88
Current Ratio0.530.53———
Cash Flow
Free Cash Flow$549.7M$549.7M$294.0M$159.1M$-231.1M
Returns
ROE10.1%10.1%10.1%11.1%6.1%
Valuation
P/E11.0011.0012.038.3423.01
EV/EBITDA8.608.607.946.7513.77
P/B1.311.311.220.931.41
Growth & Yield
Revenue Growth-10.6%-10.6%-6.9%19.6%—
EPS Growth1.4%1.4%-12.8%89.7%—
Dividend Yield8.7%8.7%———

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

5.0%

razonable

EPS terminal req.

$0.18

Spread vs growth

-3.6%

5Y implied EPS CAGR

7.0%

razonable

EPS terminal req.

$0.21

Spread vs growth

-5.6%

10Y implied EPS CAGR

8.5%

razonable

EPS terminal req.

$0.34

Spread vs growth

-7.1%

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 +20.0%

Total return

+20.0%

Start / end P/E

11.9x → 13.1x

EPS bridge

0.15 → 0.15

Residual

+0.1%

EPS growth+1.4%
Multiple rerating+9.7%
Dividend+8.7%
Residual / FX / buybacks / cross-term+0.1%

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.