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1346.HK$1.36+0.00%
Fair $1.36+0.0%

1346.HK

Lever Style Corporation

Consumer Cyclical / Apparel ManufacturingHKSE

$1.36

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $1.36Fund rank 33/100 · Data gapFallback financials|
SA 42/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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $16.9M · quality 66.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 52/100Data 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

42/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 1346.HKLocal privado en este navegador · Lever Style Corporation
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

$869M

P/E

6.8x

↓

EV/EBITDA

39.1x

↑

ROE

22.8%

↑

Gross Margin

28.5%

↓

Debt/Equity

0.04

↓
52-Week Range$1
$1$2

TradingView lightweight chart

1346.HK price, volumen y niveles de valoración

Último $1.360Periodo +119.4%
Fair value: $1.360

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

+67.7%

FCF margin

8.5%

FCF / Net income

1.07x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $200.2M · net income $15.9M · FCF $16.9M

2022-FY → 2025-FY

Gross margin

28.5%+0.1% pts

Operating margin

8.9%-1.0% pts

Net margin

7.9%+1.2% pts

FCF margin

8.5%+6.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$200.2M$200.2M$222.9M$208.5M$217.2M
Net Income$15.9M$15.9M$17.1M$15.6M$14.5M
EBITDA$21.0M$21.0M$21.8M$20.0M$20.7M
EPS0.030.030.030.020.02
Gross Margin28.5%28.5%28.5%28.7%28.3%
Operating Margin8.9%8.9%9.9%8.7%9.9%
Net Margin7.9%7.9%7.7%7.5%6.7%
Balance Sheet
Debt/Equity0.040.040.010.030.27
Current Ratio2.692.69———
Cash Flow
Free Cash Flow$16.9M$16.9M$24.4M$6.7M$3.6M
Returns
ROE22.8%22.8%27.2%29.2%30.4%
Valuation
P/E6.806.8031.8534.6917.32
EV/EBITDA39.1239.1223.5926.3311.65
P/B12.3312.338.6810.135.28
Growth & Yield
Revenue Growth-10.2%-10.2%6.9%-4.0%—
EPS Growth-7.0%-7.0%10.2%7.5%—
Dividend Yield7.3%7.3%———

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

68.8%

muy exigente

EPS terminal req.

$0.12

Spread vs growth

-75.8%

5Y implied EPS CAGR

42.2%

muy exigente

EPS terminal req.

$0.15

Spread vs growth

-49.3%

10Y implied EPS CAGR

25.1%

muy exigente

EPS terminal req.

$0.24

Spread vs growth

-32.1%

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 +26.6%

Total return

+26.6%

Start / end P/E

42.2x → 54.2x

EPS bridge

0.03 → 0.03

Residual

-2.0%

EPS growth-7.0%
Multiple rerating+28.3%
Dividend+7.3%
Residual / FX / buybacks / cross-term-2.0%

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.