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3337.HK$0.95-2.06%
Fair $0.95+0.0%

3337.HK

Anton Oilfield Services Group

Energy / Oil & Gas Equipment & ServicesHKSE

$0.95

-0.02 (-2.06%)

Fairly Valued+0.0%Fair Value $0.95Fund rank 38/100 · Data gapFallback financials|
SA 53/C
F-Score: 7/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.1B · quality 80.3/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 89/100Data 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

53/100

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: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 3337.HKLocal privado en este navegador · Anton Oilfield Services Group
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

$2.6B

P/E

6.3x

↓

EV/EBITDA

2.3x

↓

ROE

10.1%

↑

Gross Margin

28.6%

↑

Debt/Equity

0.60

↑
52-Week Range$1
$1$2

TradingView lightweight chart

3337.HK price, volumen y niveles de valoración

Último $0.950Periodo -41.7%
Fair value: $0.950

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

+16.6%

FCF CAGR

+16.1%

FCF margin

21.1%

FCF / Net income

3.15x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.57B · net income $373.1M · FCF $1.17B

2022-FY → 2025-FY

Gross margin

28.6%+0.2% pts

Operating margin

14.4%+0.6% pts

Net margin

6.7%-1.7% pts

FCF margin

21.1%-0.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.57B$5.57B$4.75B$4.43B$3.51B
Net Income$373.1M$373.1M$242.6M$196.5M$293.8M
EBITDA$1.02B$1.02B$1.03B$950.1M$995.7M
EPS0.130.130.080.070.10
Gross Margin28.6%28.6%29.5%29.8%28.4%
Operating Margin14.4%14.4%15.4%16.3%13.8%
Net Margin6.7%6.7%5.1%4.4%8.4%
Balance Sheet
Debt/Equity0.600.600.700.780.69
Current Ratio1.241.24———
Cash Flow
Free Cash Flow$1.17B$1.17B$1.13B$692.8M$750.0M
Returns
ROE10.1%10.1%6.9%6.2%9.5%
Valuation
P/E6.336.337.176.163.33
EV/EBITDA2.312.311.962.212.38
P/B0.750.750.500.380.32
Growth & Yield
Revenue Growth17.2%17.2%7.2%26.2%—
EPS Growth52.9%52.9%25.7%-32.7%—
Dividend Yield4.4%4.4%———

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

-13.0%

fácil

EPS terminal req.

$0.08

Spread vs growth

65.9%

5Y implied EPS CAGR

-4.4%

fácil

EPS terminal req.

$0.10

Spread vs growth

57.4%

10Y implied EPS CAGR

2.5%

fácil

EPS terminal req.

$0.16

Spread vs growth

50.4%

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 -7.6%

Total return

-7.6%

Start / end P/E

12.9x → 7.4x

EPS bridge

0.08 → 0.13

Residual

-22.5%

EPS growth+52.9%
Multiple rerating-42.5%
Dividend+4.4%
Residual / FX / buybacks / cross-term-22.5%

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.