StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
301558.SZ$7.22+3.29%
Fair $7.22+0.0%

301558.SZ

SFC Holdings Co., Ltd.

Consumer Cyclical / Internet RetailShenzhen

$7.22

+0.23 (+3.29%)

Fairly Valued+0.0%Fair Value $7.22Fund rank 33/100 · Data gapFallback financials|
SA 42/C
F-Score: 7/9
Low 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 32% · confianza 25%

FCF escenarios

weak_data · normalized FCF $103.7M · quality 61.7/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 44/100Data 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

42/100

C

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. ROE is 3.6%, below the 5% threshold
Thesis & Journal · 301558.SZLocal privado en este navegador · SFC 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

$5.7B

P/E

120.3x

↑

EV/EBITDA

58.2x

↑

ROE

3.6%

↓

Gross Margin

32.7%

↑

Debt/Equity

0.04

↓
52-Week Range$7
$7$10

TradingView lightweight chart

301558.SZ price, volumen y niveles de valoración

Último $7.220Periodo -61.9%
Fair value: $7.220

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

+2.1%

FCF CAGR

-19.9%

FCF margin

6.1%

FCF / Net income

2.13x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.69B · net income $48.6M · FCF $103.7M

2022-FY → 2025-FY

Gross margin

32.7%-1.4% pts

Operating margin

5.0%-6.0% pts

Net margin

2.9%-6.0% pts

FCF margin

6.1%-6.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.69B$1.69B$1.75B$1.70B$1.59B
Net Income$48.6M$48.6M$14.4M$123.7M$140.8M
EBITDA$90.8M$90.8M$34.7M$162.2M$191.3M
EPS0.060.060.020.180.21
Gross Margin32.7%32.7%28.4%31.4%34.1%
Operating Margin5.0%5.0%1.3%9.3%11.0%
Net Margin2.9%2.9%0.8%7.3%8.9%
Balance Sheet
Debt/Equity0.040.040.040.010.08
Current Ratio14.1914.19———
Cash Flow
Free Cash Flow$103.7M$103.7M$-50.8M$178.4M$201.7M
Returns
ROE3.6%3.6%1.1%8.8%27.6%
Valuation
P/E120.33120.33450.5580.65—
EV/EBITDA58.1858.18174.9458.30—
P/B4.164.164.907.07—
Growth & Yield
Revenue Growth-3.4%-3.4%3.0%7.1%—
EPS Growth239.0%239.0%-89.7%-15.9%—

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

118.2%

muy exigente

EPS terminal req.

$0.64

Spread vs growth

120.8%

5Y implied EPS CAGR

65.9%

muy exigente

EPS terminal req.

$0.78

Spread vs growth

173.1%

10Y implied EPS CAGR

35.1%

muy exigente

EPS terminal req.

$1.25

Spread vs growth

203.9%

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 -20.3%

Total return

-20.3%

Start / end P/E

497.8x → 117.0x

EPS bridge

0.02 → 0.06

Residual

-182.8%

EPS growth+239.0%
Multiple rerating-76.5%
Dividend+0.0%
Residual / FX / buybacks / cross-term-182.8%

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.