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0833.HK$0.99-5.71%
Fair $0.99+0.0%

0833.HK

Alltronics Holdings Limited

Technology / Electronic ComponentsHKSE

$0.99

-0.06 (-5.71%)

Fairly Valued+0.0%Fair Value $0.99Fund rank 36/100 · Data gapFallback financials|
SA 56/C
F-Score: 4/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $121.3M · quality 76.3/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 74/100Data 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

56/100

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: 0unknown: 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.
Thesis & Journal · 0833.HKLocal privado en este navegador · Alltronics 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

$468M

P/E

9.9x

↓

EV/EBITDA

2.3x

↓

ROE

6.8%

↑

Gross Margin

21.1%

↓

Debt/Equity

0.35

↑
52-Week Range$1
$0$1

TradingView lightweight chart

0833.HK price, volumen y niveles de valoración

Último $0.990Periodo +33.1%
Fair value: $0.990

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

-13.0%

FCF CAGR

-25.7%

FCF margin

8.0%

FCF / Net income

1.93x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.14B · net income $47.2M · FCF $90.8M

2022-FY → 2025-FY

Gross margin

21.1%+2.1% pts

Operating margin

9.1%-2.3% pts

Net margin

4.1%-2.3% pts

FCF margin

8.0%-4.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.14B$1.14B$1.07B$1.35B$1.73B
Net Income$47.2M$47.2M$63.1M$108.4M$112.1M
EBITDA$118.8M$118.8M$147.2M$220.0M$210.2M
EPS0.100.100.130.230.24
Gross Margin21.1%21.1%19.8%20.9%19.0%
Operating Margin9.1%9.1%9.8%12.5%11.4%
Net Margin4.1%4.1%5.9%8.0%6.5%
Balance Sheet
Debt/Equity0.350.350.310.370.50
Current Ratio1.961.96———
Cash Flow
Free Cash Flow$90.8M$90.8M$121.3M$234.2M$221.1M
Returns
ROE6.8%6.8%9.4%16.9%19.0%
Valuation
P/E9.909.903.112.161.96
EV/EBITDA2.302.30-0.260.201.07
P/B0.670.670.290.360.37
Growth & Yield
Revenue Growth7.0%7.0%-20.8%-22.2%—
EPS Growth-25.3%-25.3%-41.8%-3.3%—
Dividend Yield5.7%5.7%———

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

-4.1%

fácil

EPS terminal req.

$0.09

Spread vs growth

-21.1%

5Y implied EPS CAGR

1.3%

fácil

EPS terminal req.

$0.11

Spread vs growth

-26.6%

10Y implied EPS CAGR

5.6%

razonable

EPS terminal req.

$0.17

Spread vs growth

-30.8%

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 +147.2%

Total return

+147.2%

Start / end P/E

3.1x → 9.9x

EPS bridge

0.13 → 0.10

Residual

-56.4%

EPS growth-25.3%
Multiple rerating+223.1%
Dividend+5.7%
Residual / FX / buybacks / cross-term-56.4%

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.