StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
2517.HK$2.29-3.78%
Fair $2.29+0.0%

2517.HK

Guoquan Food (Shanghai) Co., Ltd.

Consumer Defensive / Packaged FoodsHKSE

$2.29

-0.09 (-3.78%)

Fairly Valued+0.0%Fair Value $2.29Fund rank 37/100 · Data gapFallback financials|
SA 48/C
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $407.0M · quality 76.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 71/100Data 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

48/100

C

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 · 2517.HKLocal privado en este navegador · Guoquan Food (Shanghai) 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

$5.9B

P/E

12.1x

↓

EV/EBITDA

7.3x

↓

ROE

14.3%

↑

Gross Margin

21.6%

↓

Debt/Equity

0.07

↓
52-Week Range$2
$2$5

TradingView lightweight chart

2517.HK price, volumen y niveles de valoración

Último $2.290Periodo -61.7%
Fair value: $2.290

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

+2.9%

FCF CAGR

+32.9%

FCF margin

5.0%

FCF / Net income

0.91x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.81B · net income $432.9M · FCF $392.5M

2022-FY → 2025-FY

Gross margin

21.6%+4.2% pts

Operating margin

7.4%+3.9% pts

Net margin

5.5%+2.3% pts

FCF margin

5.0%+2.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.81B$7.81B$6.47B$6.09B$7.17B
Net Income$432.9M$432.9M$230.6M$239.6M$229.9M
EBITDA$708.7M$708.7M$409.9M$449.6M$393.9M
EPS0.160.160.080.090.08
Gross Margin21.6%21.6%21.9%22.2%17.4%
Operating Margin7.4%7.4%5.4%5.3%3.5%
Net Margin5.5%5.5%3.6%3.9%3.2%
Balance Sheet
Debt/Equity0.070.070.030.030.05
Current Ratio1.791.79———
Cash Flow
Free Cash Flow$392.5M$392.5M$407.0M$543.3M$167.3M
Returns
ROE14.3%14.3%7.3%7.3%8.9%
Valuation
P/E12.0512.0521.4082.89—
EV/EBITDA7.307.307.5941.29—
P/B2.002.001.576.09—
Growth & Yield
Revenue Growth20.7%20.7%6.2%-15.0%—
EPS Growth93.8%93.8%-5.9%6.5%—
Dividend Yield8.6%8.6%———

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

7.6%

razonable

EPS terminal req.

$0.20

Spread vs growth

86.2%

5Y implied EPS CAGR

8.6%

razonable

EPS terminal req.

$0.25

Spread vs growth

85.2%

10Y implied EPS CAGR

9.3%

razonable

EPS terminal req.

$0.40

Spread vs growth

84.5%

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 -17.3%

Total return

-17.3%

Start / end P/E

36.7x → 14.0x

EPS bridge

0.08 → 0.16

Residual

-57.9%

EPS growth+93.8%
Multiple rerating-61.8%
Dividend+8.6%
Residual / FX / buybacks / cross-term-57.9%

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.