StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
1982.HK$0.91+2.25%
Fair $0.91+0.0%

1982.HK

Nameson Holdings Limited

Consumer Cyclical / Apparel ManufacturingHKSE

$0.91

+0.02 (+2.25%)

Fairly Valued+0.0%Fair Value $0.91Fund rank 29/100 · Data gapFallback financials|
SA 44/C
F-Score: 3/9
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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $366.7M · quality 53.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 32/100Data 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

44/100

C

Piotroski

3/9

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. Revenue has declined for 2 consecutive years
Thesis & Journal · 1982.HKLocal privado en este navegador · Nameson 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

$2.1B

P/E

5.4x

↓

EV/EBITDA

3.9x

↓

ROE

14.4%

↑

Gross Margin

18.0%

↓

Debt/Equity

0.46

↑
52-Week Range$1
$1$1

TradingView lightweight chart

1982.HK price, volumen y niveles de valoración

Último $0.910Periodo -28.9%
Fair value: $0.910

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

+2.5%

FCF CAGR

—

FCF margin

-0.7%

FCF / Net income

-0.10x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.35B · net income $342.3M · FCF $-32.6M

2022-FY → 2025-FY

Gross margin

18.0%+0.5% pts

Operating margin

9.0%+0.9% pts

Net margin

7.9%+1.3% pts

FCF margin

-0.7%-3.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.35B$4.35B$4.38B$4.60B$4.04B
Net Income$342.3M$342.3M$361.7M$134.8M$263.3M
EBITDA$698.5M$698.5M$724.7M$483.4M$569.1M
EPS0.150.150.160.060.12
Gross Margin18.0%18.0%17.7%16.2%17.5%
Operating Margin9.0%9.0%9.5%8.3%8.1%
Net Margin7.9%7.9%8.3%2.9%6.5%
Balance Sheet
Debt/Equity0.460.460.410.480.55
Current Ratio1.611.61———
Cash Flow
Free Cash Flow$-32.6M$-32.6M$366.7M$517.6M$93.7M
Returns
ROE14.4%14.4%15.2%5.9%10.9%
Valuation
P/E5.355.353.348.953.90
EV/EBITDA3.923.922.023.293.04
P/B0.870.870.510.530.43
Growth & Yield
Revenue Growth-0.6%-0.6%-4.9%13.9%—
EPS Growth-5.4%-5.4%168.1%-48.7%—
Dividend Yield14.0%14.0%———

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

-18.7%

fácil

EPS terminal req.

$0.08

Spread vs growth

13.3%

5Y implied EPS CAGR

-8.2%

fácil

EPS terminal req.

$0.10

Spread vs growth

2.9%

10Y implied EPS CAGR

0.5%

fácil

EPS terminal req.

$0.16

Spread vs growth

-5.8%

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 +27.8%

Total return

+27.8%

Start / end P/E

5.0x → 6.1x

EPS bridge

0.16 → 0.15

Residual

-1.1%

EPS growth-5.4%
Multiple rerating+20.2%
Dividend+14.0%
Residual / FX / buybacks / cross-term-1.1%

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.