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v0.1
3822.HK$1.37+7.03%
Fair $1.37+0.0%

3822.HK

Sam Woo Construction Group Limited

Industrials / Engineering & ConstructionHKSE

$1.37

+0.09 (+7.03%)

Fairly Valued+0.0%Fair Value $1.37Fund rank 29/100 · Data gapFallback financials|
SA 57/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 34% · confianza 20%

FCF escenarios

weak_data · normalized FCF $-48.4M · quality 54.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

57/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is 2.3%, below the 5% threshold
Thesis & Journal · 3822.HKLocal privado en este navegador · Sam Woo Construction 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

$115M

P/E

2.1x

↓

EV/EBITDA

2.9x

↓

ROE

2.3%

↓

Gross Margin

12.5%

↓

Debt/Equity

0.40

↑
52-Week Range$1
$1$2

TradingView lightweight chart

3822.HK price, volumen y niveles de valoración

Último $1.370Periodo -83.1%
Fair value: $1.370

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

+34.4%

FCF CAGR

—

FCF margin

3.2%

FCF / Net income

2.58x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $880.9M · net income $10.9M · FCF $28.2M

2022-FY → 2025-FY

Gross margin

12.5%+28.4% pts

Operating margin

3.3%+31.2% pts

Net margin

1.2%+29.0% pts

FCF margin

3.2%+9.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$880.9M$880.9M$457.9M$416.9M$362.5M
Net Income$10.9M$10.9M$-28.3M$-31.5M$-100.7M
EBITDA$66.3M$66.3M$18.6M$13.1M$-67.4M
EPS0.130.13-0.340.37-1.20
Gross Margin12.5%12.5%6.9%-0.2%-15.9%
Operating Margin3.3%3.3%-3.8%-8.1%-27.9%
Net Margin1.2%1.2%-6.2%-7.5%-27.8%
Balance Sheet
Debt/Equity0.400.400.330.430.21
Current Ratio0.950.95———
Cash Flow
Free Cash Flow$28.2M$28.2M$-48.4M$-89.7M$-21.6M
Returns
ROE2.3%2.3%-6.0%-6.3%-18.9%
Valuation
P/E2.082.08—3.58—
EV/EBITDA2.932.936.819.85—
P/B0.240.240.120.230.27
Growth & Yield
Revenue Growth92.4%92.4%9.8%15.0%—
EPS Growth138.8%138.8%-189.8%131.2%—
Dividend Yield8.8%8.8%———

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

-2.3%

fácil

EPS terminal req.

$0.12

Spread vs growth

141.1%

5Y implied EPS CAGR

2.5%

fácil

EPS terminal req.

$0.15

Spread vs growth

136.3%

10Y implied EPS CAGR

6.2%

razonable

EPS terminal req.

$0.24

Spread vs growth

132.6%

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 +91.4%

Total return

+91.4%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.34 → 0.13

Residual

+82.7%

EPS growthn/d
Multiple reratingn/d
Dividend+8.8%
Residual / FX / buybacks / cross-term+82.7%

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.