StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
0837.HK$6.61-0.60%
Fair $6.61+0.0%

0837.HK

Carpenter Tan Holdings Limited

Consumer Defensive / Household & Personal ProductsHKSE

$6.61

-0.04 (-0.60%)

Fairly Valued+0.0%Fair Value $6.61Fund rank 37/100 · Data gapFallback financials|
SA 60/B
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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $158.7M · quality 76.0/100

Data gap 37/100
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

60/100

B

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 · 0837.HKLocal privado en este navegador · Carpenter Tan 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

$1.6B

P/E

8.3x

↓

EV/EBITDA

7.0x

↓

ROE

17.6%

↑

Gross Margin

61.9%

↑

Debt/Equity

0.02

↓
52-Week Range$7
$6$9

TradingView lightweight chart

0837.HK price, volumen y niveles de valoración

Último $6.610Periodo +68.2%
Fair value: $6.610

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

+47.8%

FCF margin

28.4%

FCF / Net income

0.93x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $558.2M · net income $171.0M · FCF $158.7M

2022-FY → 2025-FY

Gross margin

61.9%+2.9% pts

Operating margin

37.0%+2.4% pts

Net margin

30.6%-0.2% pts

FCF margin

28.4%+14.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$558.2M$558.2M$505.4M$499.7M$348.0M
Net Income$171.0M$171.0M$171.4M$173.7M$107.3M
EBITDA$227.8M$227.8M$223.7M$220.4M$142.2M
EPS———0.700.43
Gross Margin61.9%61.9%60.4%60.2%59.0%
Operating Margin37.0%37.0%39.7%39.8%34.6%
Net Margin30.6%30.6%33.9%34.8%30.8%
Balance Sheet
Debt/Equity0.020.020.010.020.02
Current Ratio4.554.55———
Cash Flow
Free Cash Flow$158.7M$158.7M$113.3M$168.6M$49.2M
Returns
ROE17.6%17.6%19.4%21.6%15.6%
Valuation
P/E8.268.26—7.227.77
EV/EBITDA6.966.966.325.445.75
P/B1.691.691.631.561.21
Growth & Yield
Revenue Growth10.4%10.4%1.2%43.6%—
EPS Growth———62.0%—
Dividend Yield5.8%5.8%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +14.8%

Total return

+14.8%

Start / end P/E

n/dx → n/dx

EPS bridge

n/d → n/d

Residual

+9.1%

EPS growthn/d
Multiple reratingn/d
Dividend+5.8%
Residual / FX / buybacks / cross-term+9.1%

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.