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300892.SZ$24.70+2.40%
Fair $24.70+0.0%

300892.SZ

Pinlive Foods Co., Ltd.

Consumer Defensive / Food DistributionShenzhen

$24.70

+0.58 (+2.40%)

Fairly Valued+0.0%Fair Value $24.70Fund rank 24/100 · Data gapFallback financials|
SA 33/D
F-Score: 4/9
Declining RevenueLow 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 18%

FCF escenarios

weak_data · normalized FCF $-30.7M · quality 43.7/100

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

33/100

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: 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. Revenue has declined for 3 consecutive years ROE is 0.5%, below the 5% threshold
Thesis & Journal · 300892.SZLocal privado en este navegador · Pinlive Foods 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

$2.5B

P/E

494.0x

↑

EV/EBITDA

56.2x

↑

ROE

0.5%

↓

Gross Margin

16.2%

↓

Debt/Equity

0.05

↓
52-Week Range$25
$23$42

TradingView lightweight chart

300892.SZ price, volumen y niveles de valoración

Último $24.70Periodo -67.6%
Fair value: $24.70

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

-19.9%

FCF CAGR

—

FCF margin

-3.9%

FCF / Net income

-6.11x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $791.3M · net income $5.0M · FCF $-30.7M

2022-FY → 2025-FY

Gross margin

16.2%-6.1% pts

Operating margin

-0.1%-0.6% pts

Net margin

0.6%-0.1% pts

FCF margin

-3.9%+9.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$791.3M$791.3M$876.4M$1.12B$1.54B
Net Income$5.0M$5.0M$7.0M$-73.4M$11.2M
EBITDA$39.0M$39.0M$46.4M$-66.1M$51.9M
EPS0.050.050.07-0.730.11
Gross Margin16.2%16.2%17.7%14.1%22.3%
Operating Margin-0.1%-0.1%1.0%-9.6%0.4%
Net Margin0.6%0.6%0.8%-6.5%0.7%
Balance Sheet
Debt/Equity0.050.050.070.080.03
Current Ratio3.863.86———
Cash Flow
Free Cash Flow$-30.7M$-30.7M$63.6M$-77.6M$-203.9M
Returns
ROE0.5%0.5%0.7%-6.9%1.0%
Valuation
P/E494.00494.00421.00—244.09
EV/EBITDA56.2256.2256.94—45.98
P/B2.382.382.812.272.39
Growth & Yield
Revenue Growth-9.7%-9.7%-22.0%-27.0%—
EPS Growth-28.6%-28.6%109.6%-763.6%—
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

252.6%

muy exigente

EPS terminal req.

$2.19

Spread vs growth

-281.2%

5Y implied EPS CAGR

121.3%

muy exigente

EPS terminal req.

$2.65

Spread vs growth

-149.8%

10Y implied EPS CAGR

56.0%

muy exigente

EPS terminal req.

$4.27

Spread vs growth

-84.6%

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 -30.6%

Total return

-30.6%

Start / end P/E

511.1x → 494.0x

EPS bridge

0.07 → 0.05

Residual

+1.0%

EPS growth-28.6%
Multiple rerating-3.4%
Dividend+0.4%
Residual / FX / buybacks / cross-term+1.0%

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.