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2086.HK$0.50-1.96%
Fair $0.50+0.0%

2086.HK

Leadway Technology Investment Group Limited

Industrials / Security & Protection ServicesHKSE

$0.50

-0.01 (-1.96%)

Fairly Valued+0.0%Fair Value $0.50Fund rank 27/100 · Data gapFallback financials|
SA 39/D
F-Score: 7/9

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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $-7.3M · quality 48.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

39/100

D

Piotroski

7/9

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 · 2086.HKLocal privado en este navegador · Leadway Technology Investment Group 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

$160M

P/E

42.8x

↑

EV/EBITDA

12.5x

↑

ROE

6.0%

↑

Gross Margin

52.3%

↑

Debt/Equity

0.11

↓
52-Week Range$1
$0$1

TradingView lightweight chart

2086.HK price, volumen y niveles de valoración

Último $0.500Periodo +57.0%
Fair value: $0.500

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+0.7%

FCF CAGR

+98.0%

FCF margin

9.7%

FCF / Net income

2.61x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $100.3M · net income $3.7M · FCF $9.7M

2021-FY → 2024-FY

Gross margin

52.3%-1.0% pts

Operating margin

3.5%+23.5% pts

Net margin

3.7%+25.5% pts

FCF margin

9.7%+8.4% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$100.3M$100.3M$79.2M$94.2M$98.1M
Net Income$3.7M$3.7M$-19.2M$1.1M$-21.3M
EBITDA$11.3M$11.3M$-10.4M$10.5M$-858000.00
EPS0.010.01-0.060.00-0.07
Gross Margin52.3%52.3%53.3%51.6%53.3%
Operating Margin3.5%3.5%-21.0%0.7%-20.0%
Net Margin3.7%3.7%-24.3%1.2%-21.7%
Balance Sheet
Debt/Equity0.110.110.140.050.07
Current Ratio3.333.33———
Cash Flow
Free Cash Flow$9.7M$9.7M$-16.0M$-7.3M$1.3M
Returns
ROE6.0%6.0%-33.0%1.4%-26.2%
Valuation
P/E42.8142.81—335.23—
EV/EBITDA12.4712.47—32.35—
P/B2.592.593.954.844.32
Growth & Yield
Revenue Growth26.6%26.6%-15.9%-4.0%—
EPS Growth119.4%119.4%-1808.0%105.3%—

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

56.0%

muy exigente

EPS terminal req.

$0.04

Spread vs growth

63.4%

5Y implied EPS CAGR

35.7%

muy exigente

EPS terminal req.

$0.05

Spread vs growth

83.8%

10Y implied EPS CAGR

22.2%

exigente

EPS terminal req.

$0.09

Spread vs growth

97.3%

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 -15.3%

Total return

-15.3%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.06 → 0.01

Residual

-15.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-15.3%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.