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300847.SZ$14.62+2.24%
Fair $14.62+0.0%

300847.SZ

HG Technologies Co., Ltd.

Basic Materials / Specialty ChemicalsShenzhen

$14.62

+0.32 (+2.24%)

Fairly Valued+0.0%Fair Value $14.62Fund rank 31/100 · Data gapFallback financials|
SA 36/D
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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $145.4M · quality 53.7/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 31/100Data 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

36/100

D

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 300847.SZLocal privado en este navegador · HG Technologies 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

$4.3B

P/E

37.5x

↑

EV/EBITDA

20.4x

↑

ROE

7.7%

↑

Gross Margin

19.3%

↓

Debt/Equity

0.00

↓
52-Week Range$15
$14$23

TradingView lightweight chart

300847.SZ price, volumen y niveles de valoración

Último $14.62Periodo +119.5%
Fair value: $14.62

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

+3.2%

FCF CAGR

—

FCF margin

5.5%

FCF / Net income

0.57x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.19B · net income $114.4M · FCF $65.0M

2022-FY → 2025-FY

Gross margin

19.3%+0.4% pts

Operating margin

11.0%+1.0% pts

Net margin

9.6%-0.4% pts

FCF margin

5.5%+20.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.19B$1.19B$1.18B$1.07B$1.09B
Net Income$114.4M$114.4M$123.9M$95.4M$108.7M
EBITDA$178.0M$178.0M$187.5M$151.6M$165.2M
EPS0.390.390.420.320.37
Gross Margin19.3%19.3%19.9%18.6%19.0%
Operating Margin11.0%11.0%11.2%9.3%10.0%
Net Margin9.6%9.6%10.5%8.9%10.0%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Current Ratio8.608.60———
Cash Flow
Free Cash Flow$65.0M$65.0M$185.4M$145.4M$-157.3M
Returns
ROE7.7%7.7%8.8%7.2%8.7%
Valuation
P/E37.4937.4937.9750.7045.15
EV/EBITDA20.4420.4421.5928.5327.24
P/B2.902.903.323.673.91
Growth & Yield
Revenue Growth0.8%0.8%10.5%-1.5%—
EPS Growth-7.7%-7.7%29.9%-12.2%—
Dividend Yield0.8%0.8%———

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

49.7%

muy exigente

EPS terminal req.

$1.30

Spread vs growth

-57.4%

5Y implied EPS CAGR

32.4%

muy exigente

EPS terminal req.

$1.57

Spread vs growth

-40.0%

10Y implied EPS CAGR

20.7%

exigente

EPS terminal req.

$2.53

Spread vs growth

-28.4%

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 -11.7%

Total return

-11.7%

Start / end P/E

39.9x → 37.8x

EPS bridge

0.42 → 0.39

Residual

+0.4%

EPS growth-7.7%
Multiple rerating-5.2%
Dividend+0.8%
Residual / FX / buybacks / cross-term+0.4%

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.