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301225.SZ$93.70+2.92%
Fair $93.70+0.0%

301225.SZ

Hengbo Holdings Co.,Ltd.

Consumer Cyclical / Auto PartsShenzhen

$93.70

+2.66 (+2.92%)

Fairly Valued+0.0%Fair Value $93.70Fund rank 25/100 · Data gapFallback financials|
SA 50/C
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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-118.7M · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 10/100Data 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

50/100

C

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 301225.SZLocal privado en este navegador · Hengbo Holdings 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

$9.7B

P/E

73.8x

↑

EV/EBITDA

47.7x

↑

ROE

8.7%

↑

Gross Margin

29.1%

↑

Debt/Equity

0.03

↓
52-Week Range$94
$55$180

TradingView lightweight chart

301225.SZ price, volumen y niveles de valoración

Último $93.70Periodo +104.8%
Fair value: $93.70

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

+16.9%

FCF CAGR

—

FCF margin

-24.1%

FCF / Net income

-2.02x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.14B · net income $136.4M · FCF $-275.0M

2022-FY → 2025-FY

Gross margin

29.1%-3.9% pts

Operating margin

14.2%-3.1% pts

Net margin

12.0%-2.6% pts

FCF margin

-24.1%-26.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.14B$1.14B$865.1M$785.4M$713.0M
Net Income$136.4M$136.4M$131.0M$114.7M$103.9M
EBITDA$193.9M$193.9M$188.6M$156.2M$138.6M
EPS1.341.341.291.271.34
Gross Margin29.1%29.1%32.5%31.3%33.0%
Operating Margin14.2%14.2%17.2%16.2%17.3%
Net Margin12.0%12.0%15.1%14.6%14.6%
Balance Sheet
Debt/Equity0.030.03—0.00—
Current Ratio1.661.66———
Cash Flow
Free Cash Flow$-275.0M$-275.0M$-118.7M$38.5M$15.7M
Returns
ROE8.7%8.7%8.9%8.0%21.0%
Valuation
P/E73.7873.7819.0026.61—
EV/EBITDA47.7347.7312.5015.72—
P/B6.066.061.702.13—
Growth & Yield
Revenue Growth31.7%31.7%10.1%10.2%—
EPS Growth3.9%3.9%1.6%-5.2%—
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

83.8%

muy exigente

EPS terminal req.

$8.31

Spread vs growth

-79.9%

5Y implied EPS CAGR

49.7%

muy exigente

EPS terminal req.

$10.06

Spread vs growth

-45.8%

10Y implied EPS CAGR

28.3%

muy exigente

EPS terminal req.

$16.20

Spread vs growth

-24.4%

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 +61.1%

Total return

+61.1%

Start / end P/E

45.2x → 69.9x

EPS bridge

1.29 → 1.34

Residual

+2.1%

EPS growth+3.9%
Multiple rerating+54.6%
Dividend+0.4%
Residual / FX / buybacks / cross-term+2.1%

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.