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301429.SZ$20.57+2.64%
Fair $20.57+0.0%

301429.SZ

Anhui Sentai WPC Group Share Co., Ltd.

Consumer Cyclical / Furnishings, Fixtures & AppliancesShenzhen

$20.57

+0.53 (+2.64%)

Fairly Valued+0.0%Fair Value $20.57Fund rank 24/100 · Data gapFallback financials|
SA 43/C
F-Score: 6/9
Margin CompressionLow 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 $-73.5M · 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

43/100

C

Piotroski

6/9

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. Operating margin has declined for 3 consecutive years ROE is 3.7%, below the 5% threshold
Thesis & Journal · 301429.SZLocal privado en este navegador · Anhui Sentai WPC Group Share 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

$2.4B

P/E

49.0x

↑

EV/EBITDA

23.5x

↑

ROE

3.7%

↓

Gross Margin

27.2%

↓

Debt/Equity

0.08

↓
52-Week Range$21
$17$24

TradingView lightweight chart

301429.SZ price, volumen y niveles de valoración

Último $20.57Periodo -37.8%
Fair value: $20.57

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

+5.7%

FCF CAGR

—

FCF margin

-1.2%

FCF / Net income

-0.22x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $969.4M · net income $51.2M · FCF $-11.3M

2022-FY → 2025-FY

Gross margin

27.2%+5.5% pts

Operating margin

4.2%-6.1% pts

Net margin

5.3%-5.0% pts

FCF margin

-1.2%-1.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$969.4M$969.4M$894.0M$615.5M$820.7M
Net Income$51.2M$51.2M$63.3M$47.6M$84.5M
EBITDA$90.7M$90.7M$102.7M$83.4M$119.2M
EPS0.440.440.540.440.95
Gross Margin27.2%27.2%26.9%25.9%21.7%
Operating Margin4.2%4.2%5.0%8.0%10.4%
Net Margin5.3%5.3%7.1%7.7%10.3%
Balance Sheet
Debt/Equity0.080.080.100.020.00
Current Ratio3.133.13———
Cash Flow
Free Cash Flow$-11.3M$-11.3M$-294.8M$-73.5M$5.7M
Returns
ROE3.7%3.7%4.7%3.5%14.7%
Valuation
P/E48.9848.9826.9346.15—
EV/EBITDA23.5423.5415.2224.30—
P/B1.731.731.271.64—
Growth & Yield
Revenue Growth8.4%8.4%45.3%-25.0%—
EPS Growth-18.2%-18.2%23.1%-53.7%—
Dividend Yield1.5%1.5%———

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

60.4%

muy exigente

EPS terminal req.

$1.83

Spread vs growth

-78.6%

5Y implied EPS CAGR

37.9%

muy exigente

EPS terminal req.

$2.21

Spread vs growth

-56.2%

10Y implied EPS CAGR

23.2%

exigente

EPS terminal req.

$3.56

Spread vs growth

-41.4%

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 +17.7%

Total return

+17.7%

Start / end P/E

32.7x → 46.5x

EPS bridge

0.54 → 0.44

Residual

-7.7%

EPS growth-18.2%
Multiple rerating+42.1%
Dividend+1.5%
Residual / FX / buybacks / cross-term-7.7%

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.