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1837.HK$1.48+0.68%
Fair $1.48+0.0%

1837.HK

Natural Food International Holding Limited

Consumer Defensive / Packaged FoodsHKSE

$1.48

+0.01 (+0.68%)

Fairly Valued+0.0%Fair Value $1.48Fund rank 38/100 · Data gapFallback financials|
SA 67/B
F-Score: 6/9

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 $201.8M · quality 82.7/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 83/100Data 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

67/100

B

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: 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 · 1837.HKLocal privado en este navegador · Natural Food International Holding 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

$3.2B

P/E

10.6x

↓

EV/EBITDA

6.1x

↓

ROE

15.7%

↑

Gross Margin

65.0%

↑

Debt/Equity

0.01

↓
52-Week Range$1
$1$2

TradingView lightweight chart

1837.HK price, volumen y niveles de valoración

Último $1.480Periodo +4.2%
Fair value: $1.480

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

+13.7%

FCF CAGR

+11.5%

FCF margin

8.0%

FCF / Net income

0.76x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.53B · net income $265.7M · FCF $201.8M

2022-FY → 2025-FY

Gross margin

65.0%+1.1% pts

Operating margin

12.3%+4.6% pts

Net margin

10.5%+3.7% pts

FCF margin

8.0%-0.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.53B$2.53B$2.06B$1.85B$1.72B
Net Income$265.7M$265.7M$187.9M$152.4M$116.5M
EBITDA$362.3M$362.3M$255.9M$225.3M$170.3M
EPS0.120.120.090.070.05
Gross Margin65.0%65.0%65.8%64.0%63.9%
Operating Margin12.3%12.3%10.1%10.1%7.7%
Net Margin10.5%10.5%9.1%8.3%6.8%
Balance Sheet
Debt/Equity0.010.010.010.000.01
Current Ratio4.594.59———
Cash Flow
Free Cash Flow$201.8M$201.8M$246.8M$156.3M$145.7M
Returns
ROE15.7%15.7%12.4%10.9%9.4%
Valuation
P/E10.5710.575.936.578.96
EV/EBITDA6.136.131.110.711.55
P/B1.901.900.730.710.84
Growth & Yield
Revenue Growth22.6%22.6%11.7%7.3%—
EPS Growth41.9%41.9%22.9%32.1%—
Dividend Yield4.7%4.7%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

2.5%

fácil

EPS terminal req.

$0.13

Spread vs growth

39.4%

5Y implied EPS CAGR

5.4%

razonable

EPS terminal req.

$0.16

Spread vs growth

36.4%

10Y implied EPS CAGR

7.7%

razonable

EPS terminal req.

$0.26

Spread vs growth

34.2%

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 +104.7%

Total return

+104.7%

Start / end P/E

8.6x → 12.1x

EPS bridge

0.09 → 0.12

Residual

+17.2%

EPS growth+41.9%
Multiple rerating+41.0%
Dividend+4.7%
Residual / FX / buybacks / cross-term+17.2%

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.