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300376.SZ$5.12-0.19%
Fair $5.12+0.0%

300376.SZ

East Group Co.,Ltd

Industrials / Electrical Equipment & PartsShenzhen

$5.12

-0.01 (-0.19%)

Fairly Valued+0.0%Fair Value $5.12Fund rank 30/100 · Data gapFallback financials|
SA 40/C
F-Score: 4/9
Margin CompressionLow Profitability

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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $404.3M · quality 50.7/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data 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

40/100

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: 2unknown: 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. Operating margin has declined for 3 consecutive years ROE is 0.4%, below the 5% threshold
Thesis & Journal · 300376.SZLocal privado en este navegador · East 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

$11.9B

P/E

512.0x

↑

EV/EBITDA

26.1x

↑

ROE

0.4%

↓

Gross Margin

26.2%

↑

Debt/Equity

0.23

↓
52-Week Range$5
$3$8

TradingView lightweight chart

300376.SZ price, volumen y niveles de valoración

Último $5.120Periodo +332.8%
Fair value: $5.120

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

-8.2%

FCF CAGR

+42.1%

FCF margin

17.7%

FCF / Net income

27.02x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.67B · net income $24.0M · FCF $648.9M

2022-FY → 2025-FY

Gross margin

26.2%-1.3% pts

Operating margin

9.7%-6.7% pts

Net margin

0.7%-7.1% pts

FCF margin

17.7%+12.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.67B$3.67B$3.04B$4.79B$4.74B
Net Income$24.0M$24.0M$189.2M$562.9M$368.4M
EBITDA$428.9M$428.9M$604.8M$1.12B$726.0M
EPS0.010.010.080.240.16
Gross Margin26.2%26.2%34.6%29.3%27.5%
Operating Margin9.7%9.7%14.1%16.2%16.5%
Net Margin0.7%0.7%6.2%11.7%7.8%
Balance Sheet
Debt/Equity0.230.230.220.230.40
Current Ratio2.132.13———
Cash Flow
Free Cash Flow$648.9M$648.9M$-229.2M$404.3M$226.2M
Returns
ROE0.4%0.4%2.8%8.1%5.7%
Valuation
P/E512.00512.0043.0025.8344.12
EV/EBITDA26.0526.0512.6812.2023.38
P/B1.901.901.192.082.51
Growth & Yield
Revenue Growth20.6%20.6%-36.5%1.1%—
EPS Growth-87.5%-87.5%-66.7%50.0%—
Dividend Yield0.4%0.4%———

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

256.8%

muy exigente

EPS terminal req.

$0.45

Spread vs growth

-344.3%

5Y implied EPS CAGR

122.9%

muy exigente

EPS terminal req.

$0.55

Spread vs growth

-210.4%

10Y implied EPS CAGR

56.6%

muy exigente

EPS terminal req.

$0.89

Spread vs growth

-144.1%

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 +45.0%

Total return

+45.0%

Start / end P/E

44.2x → 512.0x

EPS bridge

0.08 → 0.01

Residual

-924.9%

EPS growth-87.5%
Multiple rerating+1057.1%
Dividend+0.4%
Residual / FX / buybacks / cross-term-924.9%

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.