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200512.SZ$2.49+0.00%
Fair $2.49+0.0%

200512.SZ

Tsann Kuen (China) Enterprise Co., Ltd.

Consumer Cyclical / Furnishings, Fixtures & AppliancesShenzhen

$2.49

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $2.49Fund rank 29/100 · Data gapFallback financials|
SA 34/D
F-Score: 1/9
Margin CompressionLow Profitability

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 20%

FCF escenarios

weak_data · normalized FCF $77.8M · quality 50.0/100

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

34/100

D

Piotroski

1/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Operating margin has declined for 3 consecutive years ROE is 2.2%, below the 5% threshold
Thesis & Journal · 200512.SZLocal privado en este navegador · Tsann Kuen (China) Enterprise Co., Ltd.
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

$462M

P/E

249.0x

↑

EV/EBITDA

3.9x

↓

ROE

2.2%

↓

Gross Margin

13.4%

↓

Debt/Equity

0.37

↓
52-Week Range$2
$2$4

TradingView lightweight chart

200512.SZ price, volumen y niveles de valoración

Último $2.490Periodo -50.2%
Fair value: $2.490

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

-5.3%

FCF CAGR

—

FCF margin

-7.3%

FCF / Net income

-4.17x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.34B · net income $23.5M · FCF $-98.3M

2022-FY → 2025-FY

Gross margin

13.4%-4.2% pts

Operating margin

1.4%-6.3% pts

Net margin

1.8%-4.2% pts

FCF margin

-7.3%-15.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.34B$1.34B$1.70B$1.50B$1.58B
Net Income$23.5M$23.5M$72.8M$87.9M$94.3M
EBITDA$101.2M$101.2M$182.5M$213.1M$230.3M
EPS0.130.130.390.470.51
Gross Margin13.4%13.4%15.2%18.3%17.6%
Operating Margin1.4%1.4%4.9%7.2%7.7%
Net Margin1.8%1.8%4.3%5.9%6.0%
Balance Sheet
Debt/Equity0.370.370.360.370.52
Current Ratio3.883.88———
Cash Flow
Free Cash Flow$-98.3M$-98.3M$92.7M$77.8M$124.5M
Returns
ROE2.2%2.2%6.6%8.2%9.1%
Valuation
P/E249.00249.009.186.557.12
EV/EBITDA3.883.883.401.892.77
P/B0.410.410.610.540.64
Growth & Yield
Revenue Growth-20.9%-20.9%13.7%-5.6%—
EPS Growth-66.7%-66.7%-17.0%-7.8%—
Dividend Yield7.9%7.9%———

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

19.3%

exigente

EPS terminal req.

$0.22

Spread vs growth

-86.0%

5Y implied EPS CAGR

15.5%

exigente

EPS terminal req.

$0.27

Spread vs growth

-82.2%

10Y implied EPS CAGR

12.7%

razonable

EPS terminal req.

$0.43

Spread vs growth

-79.4%

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 -14.1%

Total return

-14.1%

Start / end P/E

8.2x → 19.2x

EPS bridge

0.39 → 0.13

Residual

-89.4%

EPS growth-66.7%
Multiple rerating+134.2%
Dividend+7.9%
Residual / FX / buybacks / cross-term-89.4%

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.