StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
0883.HK$27.16+1.65%
Fair $27.16+0.0%

0883.HK

CNOOC Limited

Energy / Oil & Gas E&PHKSE

$27.16

+0.44 (+1.65%)

Fairly Valued+0.0%Fair Value $27.16Fund rank 37/100 · Data gapFallback financials|
SA 56/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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $97.5B · quality 82.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 81/100Data 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: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Revenue has declined for 3 consecutive years
Thesis & Journal · 0883.HKLocal privado en este navegador · CNOOC 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

$1.29T

P/E

9.1x

↓

EV/EBITDA

5.0x

↓

ROE

15.2%

↑

Gross Margin

67.5%

↑

Debt/Equity

0.09

↓
52-Week Range$27
$18$31

TradingView lightweight chart

0883.HK price, volumen y niveles de valoración

Último $27.14Periodo +705.3%
Fair value: $27.16

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

-2.7%

FCF CAGR

-4.2%

FCF margin

24.5%

FCF / Net income

0.80x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $398.22B · net income $122.08B · FCF $97.49B

2022-FY → 2025-FY

Gross margin

67.5%+3.2% pts

Operating margin

43.5%-1.3% pts

Net margin

30.7%-2.1% pts

FCF margin

24.5%-1.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$398.22B$398.22B$420.51B$421.53B$432.23B
Net Income$122.08B$122.08B$137.94B$123.84B$141.70B
EBITDA$257.27B$257.27B$271.89B$248.63B$263.82B
EPS2.572.572.902.603.03
Gross Margin67.5%67.5%68.4%62.7%64.3%
Operating Margin43.5%43.5%45.8%40.6%44.9%
Net Margin30.7%30.7%32.8%29.4%32.8%
Balance Sheet
Debt/Equity0.090.090.120.180.23
Current Ratio3.173.17———
Cash Flow
Free Cash Flow$97.49B$97.49B$97.53B$88.87B$110.82B
Returns
ROE15.2%15.2%18.5%18.6%23.7%
Valuation
P/E9.119.116.565.223.30
EV/EBITDA4.984.983.372.541.95
P/B1.611.611.210.970.78
Growth & Yield
Revenue Growth-5.3%-5.3%-0.2%-2.5%—
EPS Growth-11.4%-11.4%11.5%-14.2%—
Dividend Yield4.8%4.8%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

-2.1%

fácil

EPS terminal req.

$2.41

Spread vs growth

-9.3%

5Y implied EPS CAGR

2.6%

fácil

EPS terminal req.

$2.92

Spread vs growth

-13.9%

10Y implied EPS CAGR

6.2%

razonable

EPS terminal req.

$4.70

Spread vs growth

-17.6%

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 +56.6%

Total return

+56.6%

Start / end P/E

6.2x → 10.6x

EPS bridge

2.90 → 2.57

Residual

-8.1%

EPS growth-11.4%
Multiple rerating+71.3%
Dividend+4.8%
Residual / FX / buybacks / cross-term-8.1%

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.