StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
2411.HK$1.74+1.16%
Fair $1.74+0.0%

2411.HK

Shenzhen Pagoda Industrial (Group) Corporation Limited

Consumer Cyclical / Specialty RetailHKSE

$1.74

+0.02 (+1.16%)

Fairly Valued+0.0%Fair Value $1.74Fund rank 25/100 · Data gapFallback financials|
SA 26/D
F-Score: 3/9
Declining RevenueLow 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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-166.2M · quality 38.3/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

26/100

D

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: 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. Revenue has declined for 2 consecutive years ROE is -11.8%, below the 5% threshold
Thesis & Journal · 2411.HKLocal privado en este navegador · Shenzhen Pagoda Industrial (Group) Corporation 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

$3.3B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-11.8%

↓

Gross Margin

7.3%

↓

Debt/Equity

1.12

↑
52-Week Range$2
$1$3

TradingView lightweight chart

2411.HK price, volumen y niveles de valoración

Último $1.740Periodo -71.0%
Fair value: $1.740

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

-10.3%

FCF CAGR

—

FCF margin

-2.4%

FCF / Net income

0.63x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.17B · net income $-317.5M · FCF $-199.7M

2022-FY → 2025-FY

Gross margin

7.3%-4.3% pts

Operating margin

-3.7%-6.6% pts

Net margin

-3.9%-6.7% pts

FCF margin

-2.4%-6.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$8.17B$8.17B$10.27B$11.39B$11.31B
Net Income$-317.5M$-317.5M$-386.0M$361.7M$323.3M
EBITDA$-89.8M$-89.8M$-167.0M$584.2M$558.5M
EPS-0.21-0.21-0.260.230.20
Gross Margin7.3%7.3%7.4%11.5%11.6%
Operating Margin-3.7%-3.7%-3.2%3.2%3.0%
Net Margin-3.9%-3.9%-3.8%3.2%2.9%
Balance Sheet
Debt/Equity1.121.121.080.750.61
Current Ratio1.371.37———
Cash Flow
Free Cash Flow$-199.7M$-199.7M$-53.9M$-166.2M$414.7M
Returns
ROE-11.8%-11.8%-14.3%11.2%10.9%
Valuation
P/E———27.04—
EV/EBITDA———17.24—
P/B0.990.990.693.03—
Growth & Yield
Revenue Growth-20.4%-20.4%-9.8%0.7%—
EPS Growth18.4%18.4%-211.1%12.2%—
Dividend Yield0.3%0.3%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +38.4%

Total return

+38.4%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.26 → -0.21

Residual

+38.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.3%
Residual / FX / buybacks / cross-term+38.1%

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.