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2495.HK$53.80+14.91%
Fair $53.80+0.0%

2495.HK

Voicecomm Technology Co., Ltd.

Technology / Software - InfrastructureHKSE

$53.80

+6.98 (+14.91%)

Fairly Valued+0.0%Fair Value $53.80Fund rank 32/100 · Data gapFallback financials|
SA 44/C
F-Score: 5/9

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 33% · confianza 25%

FCF escenarios

weak_data · normalized FCF $-286.4M · quality 75.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 45/100Data 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

44/100

C

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: 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 · 2495.HKLocal privado en este navegador · Voicecomm Technology 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

$1.9B

P/E

12.2x

↓

EV/EBITDA

10.0x

↓

ROE

8.0%

↑

Gross Margin

54.7%

↑

Debt/Equity

0.52

↑
52-Week Range$54
$44$329

TradingView lightweight chart

2495.HK price, volumen y niveles de valoración

Último $53.80Periodo -60.1%
Fair value: $53.80

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

+25.0%

FCF CAGR

—

FCF margin

-28.4%

FCF / Net income

-2.11x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.01B · net income $135.5M · FCF $-286.4M

2022-FY → 2025-FY

Gross margin

54.7%+15.6% pts

Operating margin

25.1%+3.8% pts

Net margin

13.5%+30.4% pts

FCF margin

-28.4%+1.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.01B$1.01B$941.4M$813.0M$515.0M
Net Income$135.5M$135.5M$-488.7M$-33.8M$-87.2M
EBITDA$278.7M$278.7M$-394.3M$13.5M$-63.9M
EPS——-8.62-0.95-2.46
Gross Margin54.7%54.7%54.2%40.0%39.1%
Operating Margin25.1%25.1%30.7%22.8%21.3%
Net Margin13.5%13.5%-51.9%-4.2%-16.9%
Balance Sheet
Debt/Equity0.520.520.39-31.7411.75
Current Ratio1.361.36———
Cash Flow
Free Cash Flow$-286.4M$-286.4M$-528.3M$-251.0M$-153.5M
Returns
ROE8.0%8.0%-31.1%288.9%-437.1%
Valuation
P/E12.2012.20———
EV/EBITDA9.989.98———
P/B1.131.133.37——
Growth & Yield
Revenue Growth7.0%7.0%15.8%57.9%—
EPS Growth——-804.7%61.3%—

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 -82.9%

Total return

-82.9%

Start / end P/E

n/dx → n/dx

EPS bridge

-8.62 → n/d

Residual

-82.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-82.9%

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.