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v0.1
2293.HK$0.39-13.48%
Fair $0.39+0.0%

2293.HK

Bamboos Health Care Holdings Limited

Industrials / Staffing & Employment ServicesHKSE

$0.39

-0.06 (-13.48%)

Fairly Valued+0.0%Fair Value $0.39Fund rank 30/100 · Data gapFallback financials|
SA 37/D
F-Score: 5/9
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 20%

FCF escenarios

weak_data · normalized FCF $35.8M · quality 52.0/100

Data gap 30/100
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

37/100

D

Piotroski

5/9

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 · 2293.HKLocal privado en este navegador · Bamboos Health Care 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

$154M

P/E

9.6x

↓

EV/EBITDA

2.6x

↓

ROE

14.2%

↑

Gross Margin

89.4%

↑

Debt/Equity

0.29

↓
52-Week Range$0
$0$1

TradingView lightweight chart

2293.HK price, volumen y niveles de valoración

Último $0.385Periodo -79.9%
Fair value: $0.385

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

-4.7%

FCF CAGR

-10.2%

FCF margin

37.7%

FCF / Net income

1.16x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $94.8M · net income $30.9M · FCF $35.8M

2021-FY → 2024-FY

Gross margin

89.4%+15.0% pts

Operating margin

43.4%-23.0% pts

Net margin

32.6%-23.0% pts

FCF margin

37.7%-7.3% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$94.8M$94.8M$126.6M$140.3M$109.7M
Net Income$30.9M$30.9M$46.9M$58.6M$61.0M
EBITDA$52.2M$52.2M$70.6M$80.9M$78.0M
EPS0.080.080.120.15—
Gross Margin89.4%89.4%61.5%93.8%74.4%
Operating Margin43.4%43.4%42.0%51.7%66.3%
Net Margin32.6%32.6%37.1%41.8%55.6%
Balance Sheet
Debt/Equity0.290.290.310.330.02
Current Ratio0.810.81———
Cash Flow
Free Cash Flow$35.8M$35.8M$41.7M$-70.3M$49.4M
Returns
ROE14.2%14.2%21.1%27.8%31.3%
Valuation
P/E9.639.636.395.80—
EV/EBITDA2.622.623.893.993.37
P/B0.710.711.351.611.62
Growth & Yield
Revenue Growth-25.1%-25.1%-9.8%27.9%—
EPS Growth-34.1%-34.1%-20.0%——
Dividend Yield9.0%9.0%———

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

-23.8%

fácil

EPS terminal req.

$0.03

Spread vs growth

-10.3%

5Y implied EPS CAGR

-11.8%

fácil

EPS terminal req.

$0.04

Spread vs growth

-22.3%

10Y implied EPS CAGR

-1.5%

fácil

EPS terminal req.

$0.07

Spread vs growth

-32.6%

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 -17.0%

Total return

-17.0%

Start / end P/E

4.4x → 5.0x

EPS bridge

0.12 → 0.08

Residual

-4.2%

EPS growth-34.1%
Multiple rerating+12.4%
Dividend+9.0%
Residual / FX / buybacks / cross-term-4.2%

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.