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300605.SZ$11.03-4.58%
Fair $11.03+0.0%

300605.SZ

Hengfeng Information Technology Co., Ltd.

Technology / Information Technology ServicesShenzhen

$11.03

-0.53 (-4.58%)

Fairly Valued+0.0%Fair Value $11.03Fund rank 25/100 · Data gapFallback financials|
SA 15/F
F-Score: 5/9
Low 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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $-101.7M · quality 49.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 24/100Data 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

15/100

F

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: 1unknown: 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. ROE is -5.3%, below the 5% threshold
Thesis & Journal · 300605.SZLocal privado en este navegador · Hengfeng Information Technology 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

$1.8B

P/E

N/A

•

EV/EBITDA

102.0x

↑

ROE

-5.3%

↓

Gross Margin

17.5%

↓

Debt/Equity

0.96

↑
52-Week Range$11
$11$20

TradingView lightweight chart

300605.SZ price, volumen y niveles de valoración

Último $11.03Periodo +44.1%
Fair value: $11.03

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

-5.3%

FCF CAGR

—

FCF margin

-10.5%

FCF / Net income

1.85x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $437.2M · net income $-25.0M · FCF $-46.1M

2022-FY → 2025-FY

Gross margin

17.5%-8.1% pts

Operating margin

1.6%-10.3% pts

Net margin

-5.7%-13.3% pts

FCF margin

-10.5%-1.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$437.2M$437.2M$227.3M$484.4M$515.2M
Net Income$-25.0M$-25.0M$-86.8M$16.9M$39.3M
EBITDA$21.6M$21.6M$-64.6M$52.4M$61.9M
EPS-0.15-0.15-0.530.100.24
Gross Margin17.5%17.5%18.6%25.2%25.6%
Operating Margin1.6%1.6%-18.1%9.4%11.9%
Net Margin-5.7%-5.7%-38.2%3.5%7.6%
Balance Sheet
Debt/Equity0.960.960.970.710.37
Current Ratio1.781.78———
Cash Flow
Free Cash Flow$-46.1M$-46.1M$-101.7M$-115.6M$-45.2M
Returns
ROE-5.3%-5.3%-17.7%2.9%7.2%
Valuation
P/E———151.4059.67
EV/EBITDA102.03102.03—54.1139.36
P/B3.883.883.514.394.28
Growth & Yield
Revenue Growth92.4%92.4%-53.1%-6.0%—
EPS Growth71.7%71.7%-630.0%-58.3%—

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 · 1Y approxreconcilia total -28.0%

Total return

-28.0%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.53 → -0.15

Residual

-28.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-28.0%

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.