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300673.SZ$15.70+3.15%
Fair $15.70+0.0%

300673.SZ

Petpal Pet Nutrition Technology Co., Ltd.

Consumer Defensive / Packaged FoodsShenzhen

$15.70

+0.48 (+3.15%)

Fairly Valued+0.0%Fair Value $15.70Fund rank 32/100 · Data gapFallback financials|
SA 32/D
F-Score: 4/9

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $121.1M · quality 63.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 53/100Data 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

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: 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 · 300673.SZLocal privado en este navegador · Petpal Pet Nutrition 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

$3.9B

P/E

41.3x

↑

EV/EBITDA

16.3x

↑

ROE

6.1%

↓

Gross Margin

31.9%

↑

Debt/Equity

0.42

↑
52-Week Range$16
$14$21

TradingView lightweight chart

300673.SZ price, volumen y niveles de valoración

Último $15.70Periodo +31.8%
Fair value: $15.70

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

-5.8%

FCF CAGR

+17.6%

FCF margin

8.4%

FCF / Net income

1.05x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.45B · net income $115.7M · FCF $121.1M

2022-FY → 2025-FY

Gross margin

31.9%+9.6% pts

Operating margin

11.8%+3.2% pts

Net margin

8.0%+0.6% pts

FCF margin

8.4%+4.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.45B$1.45B$1.66B$1.41B$1.73B
Net Income$115.7M$115.7M$182.2M$-11.1M$127.1M
EBITDA$262.5M$262.5M$313.0M$87.3M$245.1M
EPS0.430.430.68-0.040.43
Gross Margin31.9%31.9%29.4%19.3%22.3%
Operating Margin11.8%11.8%13.3%1.9%8.6%
Net Margin8.0%8.0%11.0%-0.8%7.3%
Balance Sheet
Debt/Equity0.420.420.400.450.42
Current Ratio8.508.50———
Cash Flow
Free Cash Flow$121.1M$121.1M$239.7M$36.5M$74.4M
Returns
ROE6.1%6.1%9.3%-0.6%6.7%
Valuation
P/E41.3241.3226.71—41.42
EV/EBITDA16.2816.2815.9143.5121.33
P/B2.222.222.492.022.77
Growth & Yield
Revenue Growth-12.7%-12.7%17.6%-18.5%—
EPS Growth-36.8%-36.8%1800.0%-109.3%—
Dividend Yield1.6%1.6%———

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

48.0%

muy exigente

EPS terminal req.

$1.39

Spread vs growth

-84.7%

5Y implied EPS CAGR

31.4%

muy exigente

EPS terminal req.

$1.69

Spread vs growth

-68.2%

10Y implied EPS CAGR

20.2%

exigente

EPS terminal req.

$2.71

Spread vs growth

-57.0%

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 -11.1%

Total return

-11.1%

Start / end P/E

26.5x → 36.5x

EPS bridge

0.68 → 0.43

Residual

-14.0%

EPS growth-36.8%
Multiple rerating+38.0%
Dividend+1.6%
Residual / FX / buybacks / cross-term-14.0%

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.