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300063.SZ$10.44-5.95%
Fair $10.44+0.0%

300063.SZ

Guangdong Tloong Technology Group Co.,Ltd

Basic Materials / Specialty ChemicalsShenzhen

$10.44

-0.66 (-5.95%)

Fairly Valued+0.0%Fair Value $10.44Fund rank 24/100 · Data gapFallback financials|
SA 42/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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $35.5M · quality 40.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

42/100

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 300063.SZLocal privado en este navegador · Guangdong Tloong Technology 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

$7.9B

P/E

69.6x

↑

EV/EBITDA

38.7x

↑

ROE

6.5%

↑

Gross Margin

6.8%

↓

Debt/Equity

0.41

↑
52-Week Range$10
$8$18

TradingView lightweight chart

300063.SZ price, volumen y niveles de valoración

Último $10.44Periodo +98.8%
Fair value: $10.44

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

-7.7%

FCF CAGR

—

FCF margin

0.5%

FCF / Net income

0.31x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.57B · net income $113.7M · FCF $35.5M

2022-FY → 2025-FY

Gross margin

6.8%+1.0% pts

Operating margin

2.6%+0.7% pts

Net margin

1.5%+0.4% pts

FCF margin

0.5%+1.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.57B$7.57B$7.28B$8.70B$9.63B
Net Income$113.7M$113.7M$65.2M$13.6M$102.9M
EBITDA$217.8M$217.8M$166.2M$122.0M$226.7M
EPS0.150.150.090.020.14
Gross Margin6.8%6.8%6.1%6.0%5.8%
Operating Margin2.6%2.6%2.0%2.0%2.0%
Net Margin1.5%1.5%0.9%0.2%1.1%
Balance Sheet
Debt/Equity0.410.410.420.340.45
Current Ratio1.971.97———
Cash Flow
Free Cash Flow$35.5M$35.5M$-41.1M$274.7M$-104.4M
Returns
ROE6.5%6.5%4.0%0.9%6.7%
Valuation
P/E69.6069.6096.16321.1127.31
EV/EBITDA38.6538.6540.6438.6814.97
P/B4.544.543.852.801.82
Growth & Yield
Revenue Growth3.9%3.9%-16.3%-9.7%—
EPS Growth74.4%74.4%377.2%-86.9%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

83.6%

muy exigente

EPS terminal req.

$0.93

Spread vs growth

-9.2%

5Y implied EPS CAGR

49.6%

muy exigente

EPS terminal req.

$1.12

Spread vs growth

24.8%

10Y implied EPS CAGR

28.3%

muy exigente

EPS terminal req.

$1.81

Spread vs growth

46.1%

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 +19.7%

Total return

+19.7%

Start / end P/E

101.5x → 69.7x

EPS bridge

0.09 → 0.15

Residual

-23.3%

EPS growth+74.4%
Multiple rerating-31.3%
Dividend+0.0%
Residual / FX / buybacks / cross-term-23.3%

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.