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301025.SZ$9.36-4.29%
Fair $9.36+0.0%

301025.SZ

Dook Media Group Limited

Communication Services / PublishingShenzhen

$9.36

-0.42 (-4.29%)

Fairly Valued+0.0%Fair Value $9.36Fund rank 31/100 · Data gapFallback financials|
SA 33/D
F-Score: 3/9
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 20%

FCF escenarios

weak_data · normalized FCF $40.1M · quality 55.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

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: 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 1.4%, below the 5% threshold
Thesis & Journal · 301025.SZLocal privado en este navegador · Dook Media Group Limited
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

$3.7B

P/E

312.0x

↑

EV/EBITDA

208.0x

↑

ROE

1.4%

↓

Gross Margin

32.7%

↓

Debt/Equity

0.01

↓
52-Week Range$9
$9$17

TradingView lightweight chart

301025.SZ price, volumen y niveles de valoración

Último $9.360Periodo -70.4%
Fair value: $9.360

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

-12.1%

FCF CAGR

—

FCF margin

11.5%

FCF / Net income

4.58x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $348.9M · net income $8.8M · FCF $40.1M

2022-FY → 2025-FY

Gross margin

32.7%-6.0% pts

Operating margin

4.2%-10.4% pts

Net margin

2.5%-9.6% pts

FCF margin

11.5%+14.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$348.9M$348.9M$405.5M$434.2M$513.8M
Net Income$8.8M$8.8M$14.7M$-3.3M$62.3M
EBITDA$18.9M$18.9M$29.7M$6.9M$92.4M
EPS0.020.020.04-0.010.16
Gross Margin32.7%32.7%34.7%30.2%38.6%
Operating Margin4.2%4.2%9.7%2.0%14.6%
Net Margin2.5%2.5%3.6%-0.8%12.1%
Balance Sheet
Debt/Equity0.010.010.010.030.04
Current Ratio7.837.83———
Cash Flow
Free Cash Flow$40.1M$40.1M$144.6M$-5.8M$-14.8M
Returns
ROE1.4%1.4%2.4%-0.5%9.5%
Valuation
P/E312.00312.00221.50—65.83
EV/EBITDA207.99207.99104.46485.0541.33
P/B6.596.595.225.946.25
Growth & Yield
Revenue Growth-14.0%-14.0%-6.6%-15.5%—
EPS Growth-50.0%-50.0%500.0%-106.4%—
Dividend Yield0.3%0.3%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

246.3%

muy exigente

EPS terminal req.

$0.83

Spread vs growth

-296.3%

5Y implied EPS CAGR

118.9%

muy exigente

EPS terminal req.

$1.00

Spread vs growth

-168.9%

10Y implied EPS CAGR

55.2%

muy exigente

EPS terminal req.

$1.62

Spread vs growth

-105.2%

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 -6.7%

Total return

-6.7%

Start / end P/E

251.7x → 468.0x

EPS bridge

0.04 → 0.02

Residual

-42.9%

EPS growth-50.0%
Multiple rerating+85.9%
Dividend+0.3%
Residual / FX / buybacks / cross-term-42.9%

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.