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v0.1
0777.HK$9.21+4.66%
Fair $9.21+0.0%

0777.HK

NetDragon Websoft Holdings Limited

Communication Services / Electronic Gaming & MultimediaHKSE

$9.21

+0.41 (+4.66%)

Fairly Valued+0.0%Fair Value $9.21Fund rank 29/100 · Data gapFallback financials|
SA 31/D
F-Score: 4/9
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 20%

FCF escenarios

weak_data · normalized FCF $291.0M · quality 50.0/100

Data gap 29/100
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

31/100

D

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: 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 3 consecutive years ROE is 2.8%, below the 5% threshold
Thesis & Journal · 0777.HKLocal privado en este navegador · NetDragon Websoft 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

$4.8B

P/E

26.3x

↑

EV/EBITDA

7.9x

↑

ROE

2.8%

↓

Gross Margin

70.3%

↑

Debt/Equity

0.52

↑
52-Week Range$9
$8$17

TradingView lightweight chart

0777.HK price, volumen y niveles de valoración

Último $9.210Periodo -44.1%
Fair value: $9.210

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

-17.1%

FCF CAGR

—

FCF margin

-3.3%

FCF / Net income

-0.97x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.47B · net income $151.0M · FCF $-146.0M

2022-FY → 2025-FY

Gross margin

70.3%+15.4% pts

Operating margin

11.7%-4.9% pts

Net margin

3.4%-7.2% pts

FCF margin

-3.3%-13.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.47B$4.47B$6.05B$7.10B$7.87B
Net Income$151.0M$151.0M$311.0M$550.0M$834.0M
EBITDA$786.0M$786.0M$1.42B$1.32B$1.45B
EPS0.290.290.591.031.54
Gross Margin70.3%70.3%65.2%61.9%54.9%
Operating Margin11.7%11.7%9.5%14.6%16.6%
Net Margin3.4%3.4%5.1%7.7%10.6%
Balance Sheet
Debt/Equity0.520.520.440.300.32
Current Ratio1.251.25———
Cash Flow
Free Cash Flow$-146.0M$-146.0M$291.0M$493.0M$772.0M
Returns
ROE2.8%2.8%5.3%9.3%12.1%
Valuation
P/E26.3126.3116.7911.9611.28
EV/EBITDA7.877.873.724.615.43
P/B0.900.900.901.121.36
Growth & Yield
Revenue Growth-26.0%-26.0%-14.8%-9.7%—
EPS Growth-51.2%-51.2%-43.1%-33.2%—
Dividend Yield10.9%10.9%———

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

41.9%

muy exigente

EPS terminal req.

$0.82

Spread vs growth

-93.2%

5Y implied EPS CAGR

28.2%

muy exigente

EPS terminal req.

$0.99

Spread vs growth

-79.4%

10Y implied EPS CAGR

18.7%

exigente

EPS terminal req.

$1.59

Spread vs growth

-70.0%

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 +5.8%

Total return

+5.8%

Start / end P/E

16.6x → 32.2x

EPS bridge

0.59 → 0.29

Residual

-48.5%

EPS growth-51.2%
Multiple rerating+94.7%
Dividend+10.9%
Residual / FX / buybacks / cross-term-48.5%

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.