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2613.HK$30.60-0.13%
Fair $30.60+0.0%

2613.HK

Contiocean Environment Tech Group Co., Ltd.

Industrials / Aerospace & DefenseHKSE

$30.60

-0.04 (-0.13%)

Fairly Valued+0.0%Fair Value $30.60Fund rank 26/100 · Data gapFallback financials|
SA 58/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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $39.8M · quality 45.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

58/100

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 · 2613.HKLocal privado en este navegador · Contiocean Environment Tech Group 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

$1.2B

P/E

191.3x

↑

EV/EBITDA

7.5x

↓

ROE

42.8%

↑

Gross Margin

40.0%

↑

Debt/Equity

0.15

↓
52-Week Range$31
$23$38

TradingView lightweight chart

2613.HK price, volumen y niveles de valoración

Último $30.74Periodo -9.1%
Fair value: $30.60

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

+63.5%

FCF CAGR

—

FCF margin

6.5%

FCF / Net income

0.33x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $614.4M · net income $120.9M · FCF $39.8M

2021-FY → 2024-FY

Gross margin

40.0%+6.2% pts

Operating margin

22.3%+14.1% pts

Net margin

19.7%+10.6% pts

FCF margin

6.5%+54.6% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$614.4M$614.4M$510.3M$267.2M$140.5M
Net Income$120.9M$120.9M$120.6M$36.7M$12.8M
EBITDA$150.2M$150.2M$147.1M$48.1M$18.4M
EPS3.023.023.010.920.32
Gross Margin40.0%40.0%47.4%37.5%33.8%
Operating Margin22.3%22.3%29.5%18.6%8.3%
Net Margin19.7%19.7%23.6%13.7%9.1%
Balance Sheet
Debt/Equity0.150.150.090.040.02
Current Ratio2.332.33———
Cash Flow
Free Cash Flow$39.8M$39.8M$139.3M$-14.1M$-67.6M
Returns
ROE42.8%42.8%47.8%27.4%11.4%
Valuation
P/E191.25191.25———
EV/EBITDA7.547.54———
P/B4.334.33———
Growth & Yield
Revenue Growth20.4%20.4%90.9%90.2%—
EPS Growth0.3%0.3%228.2%188.0%—
Dividend Yield10.6%10.6%———

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

-3.5%

fácil

EPS terminal req.

$2.72

Spread vs growth

3.8%

5Y implied EPS CAGR

1.7%

fácil

EPS terminal req.

$3.29

Spread vs growth

-1.4%

10Y implied EPS CAGR

5.8%

razonable

EPS terminal req.

$5.29

Spread vs growth

-5.5%

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 +25.0%

Total return

+25.0%

Start / end P/E

8.9x → 10.2x

EPS bridge

3.01 → 3.02

Residual

+0.0%

EPS growth+0.3%
Multiple rerating+14.2%
Dividend+10.6%
Residual / FX / buybacks / cross-term+0.0%

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.