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3348.HK$1.29-4.44%
Fair $1.29+0.0%

3348.HK

China PengFei Group Limited

Industrials / Specialty Industrial MachineryHKSE

$1.29

-0.06 (-4.44%)

Fairly Valued+0.0%Fair Value $1.29Fund rank 29/100 · Data gapFallback financials|
SA 50/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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $113.5M · quality 50.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 3348.HKLocal privado en este navegador · China PengFei 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

$645M

P/E

5.6x

↓

EV/EBITDA

0.1x

↓

ROE

9.9%

↑

Gross Margin

21.0%

↓

Debt/Equity

0.00

↓
52-Week Range$1
$1$1

TradingView lightweight chart

3348.HK price, volumen y niveles de valoración

Último $1.290Periodo +8.4%
Fair value: $1.290

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

-3.4%

FCF CAGR

—

FCF margin

7.9%

FCF / Net income

1.12x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.43B · net income $100.9M · FCF $113.5M

2022-FY → 2025-FY

Gross margin

21.0%+2.9% pts

Operating margin

7.4%-1.2% pts

Net margin

7.0%-0.7% pts

FCF margin

7.9%+12.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.43B$1.43B$1.26B$1.73B$1.59B
Net Income$100.9M$100.9M$67.3M$142.9M$122.2M
EBITDA$133.7M$133.7M$94.0M$188.3M$150.4M
EPS0.200.200.130.290.24
Gross Margin21.0%21.0%19.9%21.7%18.2%
Operating Margin7.4%7.4%4.9%11.5%8.6%
Net Margin7.0%7.0%5.3%8.3%7.7%
Balance Sheet
Debt/Equity0.000.000.000.060.13
Current Ratio1.361.36———
Cash Flow
Free Cash Flow$113.5M$113.5M$378.6M$21.3M$-66.8M
Returns
ROE9.9%9.9%7.2%15.7%15.2%
Valuation
P/E5.615.618.253.854.30
EV/EBITDA0.070.070.521.201.89
P/B0.640.640.590.600.65
Growth & Yield
Revenue Growth13.8%13.8%-27.2%9.0%—
EPS Growth50.0%50.0%-52.9%16.9%—
Dividend Yield5.1%5.1%———

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

-17.2%

fácil

EPS terminal req.

$0.11

Spread vs growth

67.3%

5Y implied EPS CAGR

-7.3%

fácil

EPS terminal req.

$0.14

Spread vs growth

57.3%

10Y implied EPS CAGR

1.0%

fácil

EPS terminal req.

$0.22

Spread vs growth

49.0%

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 +24.5%

Total return

+24.5%

Start / end P/E

8.0x → 6.4x

EPS bridge

0.13 → 0.20

Residual

-10.2%

EPS growth+50.0%
Multiple rerating-20.4%
Dividend+5.1%
Residual / FX / buybacks / cross-term-10.2%

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.