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v0.1
2129.HK$0.26+23.81%
Fair $0.26+0.0%

2129.HK

Legion Consortium Limited

Industrials / TruckingHKSE

$0.26

+0.05 (+23.81%)

Fairly Valued+0.0%Fair Value $0.26Fund rank 32/100 · Data gapFallback financials|
SA 65/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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $4.1M · quality 55.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 37/100Data 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

65/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 2129.HKLocal privado en este navegador · Legion Consortium 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

$325M

P/E

65.0x

↑

EV/EBITDA

18.3x

↑

ROE

9.4%

↑

Gross Margin

31.6%

↑

Debt/Equity

0.28

↓
52-Week Range$0
$0$0

TradingView lightweight chart

2129.HK price, volumen y niveles de valoración

Último $0.260Periodo -25.7%
Fair value: $0.260

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

+13.0%

FCF CAGR

—

FCF margin

-6.2%

FCF / Net income

-0.81x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $66.1M · net income $5.0M · FCF $-4.1M

2021-FY → 2024-FY

Gross margin

31.6%+2.4% pts

Operating margin

7.5%+1.0% pts

Net margin

7.6%+1.4% pts

FCF margin

-6.2%-15.9% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$66.1M$66.1M$60.5M$57.0M$45.8M
Net Income$5.0M$5.0M$3.4M$4.5M$2.9M
EBITDA$17.8M$17.8M$15.1M$10.6M$8.1M
EPS0.000.000.000.000.00
Gross Margin31.6%31.6%31.7%31.8%29.2%
Operating Margin7.5%7.5%6.8%8.5%6.5%
Net Margin7.6%7.6%5.7%8.0%6.2%
Balance Sheet
Debt/Equity0.280.280.320.230.10
Current Ratio2.012.01———
Cash Flow
Free Cash Flow$-4.1M$-4.1M$9.0M$4.1M$4.5M
Returns
ROE9.4%9.4%7.0%10.0%7.0%
Valuation
P/E65.0065.0034.8133.3354.35
EV/EBITDA18.3018.307.3214.1116.78
P/B6.056.052.423.323.82
Growth & Yield
Revenue Growth9.3%9.3%6.0%24.6%—
EPS Growth48.1%48.1%-25.0%56.5%—

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

79.3%

muy exigente

EPS terminal req.

$0.02

Spread vs growth

-31.2%

5Y implied EPS CAGR

47.5%

muy exigente

EPS terminal req.

$0.03

Spread vs growth

0.7%

10Y implied EPS CAGR

27.4%

muy exigente

EPS terminal req.

$0.04

Spread vs growth

20.8%

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 +85.7%

Total return

+85.7%

Start / end P/E

51.9x → 65.0x

EPS bridge

0.00 → 0.00

Residual

+12.2%

EPS growth+48.1%
Multiple rerating+25.4%
Dividend+0.0%
Residual / FX / buybacks / cross-term+12.2%

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.