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300815.SZ$20.34-0.97%
Fair $20.34+0.0%

300815.SZ

EIT Environmental Development Group Co.,Ltd

Industrials / Waste ManagementShenzhen

$20.34

-0.20 (-0.97%)

Fairly Valued+0.0%Fair Value $20.34Fund rank 25/100 · Data gapFallback financials|
SA 45/C
F-Score: 3/9

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 18%

FCF escenarios

weak_data · normalized FCF $-276.1M · quality 46.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

45/100

C

Piotroski

3/9

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 · 300815.SZLocal privado en este navegador · EIT Environmental Development 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

$8.1B

P/E

14.4x

↓

EV/EBITDA

7.8x

↓

ROE

12.3%

↑

Gross Margin

22.5%

↓

Debt/Equity

0.63

↑
52-Week Range$20
$17$35

TradingView lightweight chart

300815.SZ price, volumen y niveles de valoración

Último $20.34Periodo +37.7%
Fair value: $20.34

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

+12.7%

FCF CAGR

—

FCF margin

-3.6%

FCF / Net income

-0.49x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.72B · net income $558.0M · FCF $-276.1M

2022-FY → 2025-FY

Gross margin

22.5%+0.1% pts

Operating margin

13.5%-1.1% pts

Net margin

7.2%-1.9% pts

FCF margin

-3.6%-2.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.72B$7.72B$7.20B$6.16B$5.39B
Net Income$558.0M$558.0M$575.3M$521.1M$494.3M
EBITDA$1.27B$1.27B$1.27B$1.11B$1.01B
EPS1.401.401.441.311.24
Gross Margin22.5%22.5%23.8%22.7%22.4%
Operating Margin13.5%13.5%15.0%15.0%14.7%
Net Margin7.2%7.2%8.0%8.5%9.2%
Balance Sheet
Debt/Equity0.630.630.530.410.32
Current Ratio1.581.58———
Cash Flow
Free Cash Flow$-276.1M$-276.1M$-919.8M$-141.1M$-81.3M
Returns
ROE12.3%12.3%13.9%14.4%14.9%
Valuation
P/E14.4314.4310.0611.5710.40
EV/EBITDA7.817.815.635.735.15
P/B1.791.791.401.671.55
Growth & Yield
Revenue Growth7.2%7.2%16.9%14.2%—
EPS Growth-2.8%-2.8%9.9%5.6%—
Dividend Yield1.8%1.8%———

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

8.8%

razonable

EPS terminal req.

$1.80

Spread vs growth

-11.6%

5Y implied EPS CAGR

9.3%

razonable

EPS terminal req.

$2.18

Spread vs growth

-12.1%

10Y implied EPS CAGR

9.6%

razonable

EPS terminal req.

$3.52

Spread vs growth

-12.4%

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 +16.8%

Total return

+16.8%

Start / end P/E

12.3x → 14.5x

EPS bridge

1.44 → 1.40

Residual

-0.5%

EPS growth-2.8%
Multiple rerating+18.3%
Dividend+1.8%
Residual / FX / buybacks / cross-term-0.5%

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.