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2539.HK$14.78+0.00%
Fair $14.78+0.0%

2539.HK

Lemo Services Co., Ltd

Consumer Cyclical / Personal ServicesHKSE

$14.78

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $14.78Fund rank 34/100 · Data gapFallback financials|
SA 56/C
F-Score: 4/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $29.7M · quality 68.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 59/100Data 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

56/100

C

Piotroski

4/9

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 · 2539.HKLocal privado en este navegador · Lemo Services 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

$804M

P/E

6.9x

↓

EV/EBITDA

2.3x

↓

ROE

18.7%

↑

Gross Margin

33.7%

↑

Debt/Equity

0.13

↓
52-Week Range$15
$12$85

TradingView lightweight chart

2539.HK price, volumen y niveles de valoración

Último $14.78Periodo -72.9%
Fair value: $14.78

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

+40.0%

FCF CAGR

+41.7%

FCF margin

11.6%

FCF / Net income

1.12x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $906.8M · net income $93.7M · FCF $105.4M

2022-FY → 2025-FY

Gross margin

33.7%+7.8% pts

Operating margin

12.7%+7.7% pts

Net margin

10.3%+8.4% pts

FCF margin

11.6%+0.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$906.8M$906.8M$798.0M$586.8M$330.2M
Net Income$93.7M$93.7M$85.8M$87.3M$6.5M
EBITDA$272.1M$272.1M$227.8M$178.0M$74.5M
EPS——1.491.570.12
Gross Margin33.7%33.7%36.1%41.8%25.8%
Operating Margin12.7%12.7%13.3%21.0%5.0%
Net Margin10.3%10.3%10.8%14.9%2.0%
Balance Sheet
Debt/Equity0.130.130.270.480.39
Current Ratio2.362.36———
Cash Flow
Free Cash Flow$105.4M$105.4M$16.8M$29.7M$37.0M
Returns
ROE18.7%18.7%35.7%57.5%8.4%
Valuation
P/E6.876.87———
EV/EBITDA2.302.30———
P/B1.611.61———
Growth & Yield
Revenue Growth13.6%13.6%36.0%77.7%—
EPS Growth——-5.3%1247.6%—
Dividend Yield3.9%3.9%———

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 · available periodreconcilia total -69.0%

Total return

-69.0%

Start / end P/E

n/dx → n/dx

EPS bridge

1.49 → n/d

Residual

-72.9%

EPS growthn/d
Multiple reratingn/d
Dividend+3.9%
Residual / FX / buybacks / cross-term-72.9%

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.