StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
0839.HK$1.94+1.04%
Fair $1.94+0.0%

0839.HK

China Education Group Holdings Limited

Consumer Defensive / Education & Training ServicesHKSE

$1.94

+0.02 (+1.04%)

Fairly Valued+0.0%Fair Value $1.94Fund rank 33/100 · Data gapFallback financials|
SA 45/C
F-Score: 6/9
Margin Compression

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 $933.0M · quality 62.3/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 61/100Data 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

45/100

C

Piotroski

6/9

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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 0839.HKLocal privado en este navegador · China Education Group 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

$5.4B

P/E

6.3x

↓

EV/EBITDA

4.2x

↓

ROE

5.8%

↓

Gross Margin

53.3%

↑

Debt/Equity

0.62

↑
52-Week Range$2
$2$4

TradingView lightweight chart

0839.HK price, volumen y niveles de valoración

Último $1.940Periodo -69.4%
Fair value: $1.940

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

+15.7%

FCF CAGR

+17.0%

FCF margin

12.7%

FCF / Net income

0.95x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.36B · net income $977.0M · FCF $933.0M

2022-FY → 2025-FY

Gross margin

53.3%-4.6% pts

Operating margin

41.6%-2.8% pts

Net margin

13.3%-25.5% pts

FCF margin

12.7%+0.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.36B$7.36B$6.58B$5.62B$4.76B
Net Income$977.0M$977.0M$418.0M$1.38B$1.84B
EBITDA$2.40B$2.40B$1.84B$2.76B$2.90B
EPS——0.160.550.62
Gross Margin53.3%53.3%55.4%56.3%57.9%
Operating Margin41.6%41.6%43.3%44.4%44.4%
Net Margin13.3%13.3%6.4%24.6%38.8%
Balance Sheet
Debt/Equity0.620.620.650.560.64
Current Ratio0.690.69———
Cash Flow
Free Cash Flow$933.0M$933.0M$81.0M$1.03B$582.0M
Returns
ROE5.8%5.8%2.6%8.9%13.2%
Valuation
P/E6.266.2627.6512.3111.41
EV/EBITDA4.174.178.527.427.52
P/B0.320.320.731.091.26
Growth & Yield
Revenue Growth11.9%11.9%17.1%18.1%—
EPS Growth——-70.8%-10.6%—
Dividend Yield10.7%10.7%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 -12.3%

Total return

-12.3%

Start / end P/E

n/dx → n/dx

EPS bridge

0.16 → n/d

Residual

-23.0%

EPS growthn/d
Multiple reratingn/d
Dividend+10.7%
Residual / FX / buybacks / cross-term-23.0%

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.