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3718.HK$0.41-4.71%
Fair $0.41+0.0%

3718.HK

Beijing Enterprises Urban Resources Group Limited

Industrials / Waste ManagementHKSE

$0.41

-0.02 (-4.71%)

Fairly Valued+0.0%Fair Value $0.41Fund rank 25/100 · Data gapFallback financials|
SA 52/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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $54.0M · quality 39.3/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

52/100

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 · 3718.HKLocal privado en este navegador · Beijing Enterprises Urban Resources 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

$1.4B

P/E

5.8x

↓

EV/EBITDA

2.6x

↓

ROE

6.9%

↑

Gross Margin

19.3%

↓

Debt/Equity

0.79

↑
52-Week Range$0
$0$0

TradingView lightweight chart

3718.HK price, volumen y niveles de valoración

Último $0.405Periodo -41.3%
Fair value: $0.405

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

+14.0%

FCF CAGR

—

FCF margin

9.8%

FCF / Net income

2.78x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.29B · net income $221.1M · FCF $614.2M

2022-FY → 2025-FY

Gross margin

19.3%-1.0% pts

Operating margin

10.8%-0.3% pts

Net margin

3.5%-2.1% pts

FCF margin

9.8%+16.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.29B$6.29B$6.03B$5.06B$4.25B
Net Income$221.1M$221.1M$25.7M$284.7M$238.6M
EBITDA$1.03B$1.03B$907.4M$1.09B$903.4M
EPS——0.010.080.07
Gross Margin19.3%19.3%19.1%20.2%20.4%
Operating Margin10.8%10.8%9.4%10.5%11.1%
Net Margin3.5%3.5%0.4%5.6%5.6%
Balance Sheet
Debt/Equity0.790.790.850.810.84
Current Ratio1.961.96———
Cash Flow
Free Cash Flow$614.2M$614.2M$54.0M$-316.4M$-273.7M
Returns
ROE6.9%6.9%0.8%9.0%8.1%
Valuation
P/E5.795.7963.196.959.95
EV/EBITDA2.572.573.653.183.81
P/B0.450.450.530.630.80
Growth & Yield
Revenue Growth4.4%4.4%19.2%18.9%—
EPS Growth——-90.9%19.3%—
Dividend Yield9.9%9.9%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +25.6%

Total return

+25.6%

Start / end P/E

n/dx → n/dx

EPS bridge

0.01 → n/d

Residual

+15.7%

EPS growthn/d
Multiple reratingn/d
Dividend+9.9%
Residual / FX / buybacks / cross-term+15.7%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.