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v0.1
300226.SZ$21.70-2.12%
Fair $21.70+0.0%

300226.SZ

Shanghai Ganglian E-Commerce Holdings Co., Ltd.

Communication Services / Internet Content & InformationShenzhen

$21.70

-0.47 (-2.12%)

Fairly Valued+0.0%Fair Value $21.70Fund rank 23/100 · Data gapFallback financials|
SA 32/D
F-Score: 2/9
High DebtDeclining Revenue

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 35% · confianza 11%

FCF escenarios

weak_data · normalized FCF $83.9M · quality 25.3/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

32/100

D

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Debt-to-Equity ratio is 7.75, above the 2.0 threshold Revenue has declined for 2 consecutive years
Thesis & Journal · 300226.SZLocal privado en este navegador · Shanghai Ganglian E-Commerce Holdings 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

$6.9B

P/E

32.4x

↑

EV/EBITDA

1.4x

↓

ROE

9.7%

↑

Gross Margin

1.3%

↓

Debt/Equity

7.75

↑
52-Week Range$22
$20$33

TradingView lightweight chart

300226.SZ price, volumen y niveles de valoración

Último $22.17Periodo +535.0%
Fair value: $21.70

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

-1.9%

FCF CAGR

—

FCF margin

-0.6%

FCF / Net income

-2.15x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $70.69B · net income $212.7M · FCF $-457.3M

2022-FY → 2025-FY

Gross margin

1.3%-0.3% pts

Operating margin

0.4%-0.3% pts

Net margin

0.3%+0.0% pts

FCF margin

-0.6%-2.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$70.69B$70.69B$76.38B$79.83B$74.81B
Net Income$212.7M$212.7M$161.4M$240.3M$203.2M
EBITDA$513.0M$513.0M$442.2M$601.0M$529.1M
EPS0.670.670.500.740.63
Gross Margin1.3%1.3%1.5%1.6%1.7%
Operating Margin0.4%0.4%0.6%0.7%0.7%
Net Margin0.3%0.3%0.2%0.3%0.3%
Balance Sheet
Debt/Equity7.757.754.711.231.61
Current Ratio1.161.16———
Cash Flow
Free Cash Flow$-457.3M$-457.3M$1.86B$83.9M$1.12B
Returns
ROE9.7%9.7%8.1%12.1%11.6%
Valuation
P/E32.3932.3940.8035.0940.44
EV/EBITDA1.411.416.878.8516.44
P/B3.153.153.314.254.70
Growth & Yield
Revenue Growth-7.4%-7.4%-4.3%6.7%—
EPS Growth34.0%34.0%-32.4%17.5%—
Dividend Yield0.2%0.2%———

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

42.2%

muy exigente

EPS terminal req.

$1.93

Spread vs growth

-8.2%

5Y implied EPS CAGR

28.3%

muy exigente

EPS terminal req.

$2.33

Spread vs growth

5.7%

10Y implied EPS CAGR

18.8%

exigente

EPS terminal req.

$3.75

Spread vs growth

15.2%

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 +3.7%

Total return

+3.7%

Start / end P/E

42.0x → 32.4x

EPS bridge

0.50 → 0.67

Residual

-7.8%

EPS growth+34.0%
Multiple rerating-22.8%
Dividend+0.2%
Residual / FX / buybacks / cross-term-7.8%

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.