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Recent

v0.1
1234.HK$3.65+0.55%
Fair $3.65+0.0%

1234.HK

China Lilang Limited

Consumer Cyclical / Apparel ManufacturingHKSE

$3.65

+0.02 (+0.55%)

Fairly Valued+0.0%Fair Value $3.65Fund rank 35/100 · Data gapFallback financials|
SA 56/C
F-Score: 8/9

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 $403.9M · quality 69.3/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 65/100Data 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

8/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 1234.HKLocal privado en este navegador · China Lilang 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

$4.4B

P/E

7.4x

↓

EV/EBITDA

4.7x

↓

ROE

11.9%

↑

Gross Margin

49.6%

↑

Debt/Equity

0.23

↓
52-Week Range$4
$3$4

TradingView lightweight chart

1234.HK price, volumen y niveles de valoración

Último $3.650Periodo -5.2%
Fair value: $3.650

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

+9.7%

FCF CAGR

+12.8%

FCF margin

9.6%

FCF / Net income

0.78x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.07B · net income $502.4M · FCF $392.3M

2022-FY → 2025-FY

Gross margin

49.6%+3.6% pts

Operating margin

14.3%-2.1% pts

Net margin

12.3%-2.2% pts

FCF margin

9.6%+0.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.07B$4.07B$3.65B$3.54B$3.09B
Net Income$502.4M$502.4M$461.1M$530.4M$448.1M
EBITDA$905.7M$905.7M$893.9M$913.5M$794.0M
EPS0.420.420.390.440.37
Gross Margin49.6%49.6%47.7%48.2%46.0%
Operating Margin14.3%14.3%15.1%17.1%16.4%
Net Margin12.3%12.3%12.6%15.0%14.5%
Balance Sheet
Debt/Equity0.230.230.330.320.15
Current Ratio1.861.86———
Cash Flow
Free Cash Flow$392.3M$392.3M$403.9M$966.6M$273.4M
Returns
ROE11.9%11.9%11.5%13.4%11.8%
Valuation
P/E7.457.459.929.5510.64
EV/EBITDA4.654.655.675.755.51
P/B1.041.041.141.281.26
Growth & Yield
Revenue Growth11.5%11.5%3.0%14.8%—
EPS Growth9.0%9.0%-13.1%18.4%—
Dividend Yield7.2%7.2%———

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

-8.3%

fácil

EPS terminal req.

$0.32

Spread vs growth

17.2%

5Y implied EPS CAGR

-1.4%

fácil

EPS terminal req.

$0.39

Spread vs growth

10.3%

10Y implied EPS CAGR

4.2%

fácil

EPS terminal req.

$0.63

Spread vs growth

4.8%

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 +9.1%

Total return

+9.1%

Start / end P/E

9.3x → 8.7x

EPS bridge

0.39 → 0.42

Residual

-0.6%

EPS growth+9.0%
Multiple rerating-6.4%
Dividend+7.2%
Residual / FX / buybacks / cross-term-0.6%

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.