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v0.1
2503.HK$0.21-0.92%
Fair $0.21+0.0%

2503.HK

Zhongshen Jianye Holding Limited

Industrials / Engineering & ConstructionHKSE

$0.21

-0.00 (-0.92%)

Fairly Valued+0.0%Fair Value $0.21Fund rank 24/100 · Data gapFallback financials|
SA 32/D
F-Score: 1/9
Low 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 18%

FCF escenarios

weak_data · normalized FCF $8.0M · quality 43.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

32/100

D

Piotroski

1/9

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. ROE is 0.4%, below the 5% threshold
Thesis & Journal · 2503.HKLocal privado en este navegador · Zhongshen Jianye Holding 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

$330M

P/E

56.6x

↑

EV/EBITDA

8.6x

↓

ROE

0.4%

↓

Gross Margin

5.5%

↓

Debt/Equity

0.12

↓
52-Week Range$0
$0$2

TradingView lightweight chart

2503.HK price, volumen y niveles de valoración

Último $0.215Periodo -70.1%
Fair value: $0.215

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

-17.7%

FCF CAGR

—

FCF margin

-21.5%

FCF / Net income

-82.96x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $750.6M · net income $1.9M · FCF $-161.3M

2021-FY → 2024-FY

Gross margin

5.5%+0.2% pts

Operating margin

0.1%-3.1% pts

Net margin

0.3%-1.8% pts

FCF margin

-21.5%-16.9% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$750.6M$750.6M$1.53B$1.38B$1.35B
Net Income$1.9M$1.9M$31.8M$25.3M$28.1M
EBITDA$8.1M$8.1M$52.2M$42.2M$42.4M
EPS0.000.000.060.050.05
Gross Margin5.5%5.5%5.8%5.7%5.3%
Operating Margin0.1%0.1%3.1%2.9%3.2%
Net Margin0.3%0.3%2.1%1.8%2.1%
Balance Sheet
Debt/Equity0.120.120.080.010.01
Current Ratio1.451.45———
Cash Flow
Free Cash Flow$-161.3M$-161.3M$8.0M$46.4M$-61.2M
Returns
ROE0.4%0.4%8.5%7.7%20.6%
Valuation
P/E56.5856.5815.05——
EV/EBITDA8.618.616.93——
P/B0.230.231.29——
Growth & Yield
Revenue Growth-51.0%-51.0%11.1%2.4%—
EPS Growth-93.9%-93.9%25.6%-9.8%—

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

71.2%

muy exigente

EPS terminal req.

$0.02

Spread vs growth

-165.1%

5Y implied EPS CAGR

43.5%

muy exigente

EPS terminal req.

$0.02

Spread vs growth

-137.3%

10Y implied EPS CAGR

25.6%

muy exigente

EPS terminal req.

$0.04

Spread vs growth

-119.5%

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 -74.1%

Total return

-74.1%

Start / end P/E

13.4x → 56.6x

EPS bridge

0.06 → 0.00

Residual

-301.5%

EPS growth-93.9%
Multiple rerating+321.3%
Dividend+0.0%
Residual / FX / buybacks / cross-term-301.5%

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.