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v0.1
2543.HK$31.18+3.93%
Fair $31.18+0.0%

2543.HK

Dahon Tech (Shenzhen) Co., Ltd.

Consumer Cyclical / LeisureHKSE

$31.18

+1.18 (+3.93%)

Fairly Valued+0.0%Fair Value $31.18Fund rank 35/100 · 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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $27.9M · quality 65.7/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 60/100Data 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 · 2543.HKLocal privado en este navegador · Dahon Tech (Shenzhen) 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

$1.0B

P/E

10.9x

↓

EV/EBITDA

7.4x

↓

ROE

12.0%

↑

Gross Margin

33.4%

↑

Debt/Equity

0.03

↓
52-Week Range$31
$26$69

TradingView lightweight chart

2543.HK price, volumen y niveles de valoración

Último $31.18Periodo -45.2%
Fair value: $31.18

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

+36.1%

FCF CAGR

-20.9%

FCF margin

4.3%

FCF / Net income

0.44x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $641.5M · net income $63.5M · FCF $27.9M

2022-FY → 2025-FY

Gross margin

33.4%+2.7% pts

Operating margin

11.9%-1.7% pts

Net margin

9.9%-2.5% pts

FCF margin

4.3%-17.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$641.5M$641.5M$450.7M$300.2M$254.2M
Net Income$63.5M$63.5M$52.3M$34.9M$31.4M
EBITDA$83.5M$83.5M$69.5M$47.1M$41.8M
EPS——1.651.100.99
Gross Margin33.4%33.4%33.0%33.8%30.7%
Operating Margin11.9%11.9%13.7%13.2%13.5%
Net Margin9.9%9.9%11.6%11.6%12.4%
Balance Sheet
Debt/Equity0.030.030.130.190.38
Current Ratio3.433.43———
Cash Flow
Free Cash Flow$27.9M$27.9M$77.6M$10.5M$56.4M
Returns
ROE12.0%12.0%41.6%38.9%57.4%
Valuation
P/E10.9410.94———
EV/EBITDA7.407.40———
P/B1.941.94———
Growth & Yield
Revenue Growth42.3%42.3%50.2%18.1%—
EPS Growth——50.1%10.9%—
Dividend Yield4.1%4.1%———

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 -41.1%

Total return

-41.1%

Start / end P/E

n/dx → n/dx

EPS bridge

1.65 → n/d

Residual

-45.2%

EPS growthn/d
Multiple reratingn/d
Dividend+4.1%
Residual / FX / buybacks / cross-term-45.2%

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.