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6805.HK$3.12-7.69%
Fair $3.12+0.0%

6805.HK

Kimou Environmental Holding Limited

Industrials / Waste ManagementHKSE

$3.12

-0.26 (-7.69%)

Fairly Valued+0.0%Fair Value $3.12Fund rank 19/100 · Data gapFallback financials|
SA 37/D
F-Score: 5/9
High DebtMargin Compression

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 13%

FCF escenarios

weak_data · normalized FCF $-203.3M · quality 33.7/100

Data gap 19/100
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

37/100

D

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Debt-to-Equity ratio is 3.35, above the 2.0 threshold Operating margin has declined for 3 consecutive years
Thesis & Journal · 6805.HKLocal privado en este navegador · Kimou Environmental Holding 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

$3.5B

P/E

22.3x

↑

EV/EBITDA

11.1x

↑

ROE

13.1%

↑

Gross Margin

59.0%

↑

Debt/Equity

3.35

↑
52-Week Range$3
$2$4

TradingView lightweight chart

6805.HK price, volumen y niveles de valoración

Último $3.120Periodo +140.0%
Fair value: $3.120

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

+15.3%

FCF CAGR

—

FCF margin

-8.0%

FCF / Net income

-1.01x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.69B · net income $134.8M · FCF $-135.5M

2022-FY → 2025-FY

Gross margin

59.0%-9.9% pts

Operating margin

18.4%-4.8% pts

Net margin

8.0%-2.1% pts

FCF margin

-8.0%+21.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.69B$1.69B$1.40B$1.18B$1.10B
Net Income$134.8M$134.8M$122.6M$91.2M$111.2M
EBITDA$606.6M$606.6M$571.0M$518.5M$472.9M
EPS——0.110.080.10
Gross Margin59.0%59.0%66.0%69.3%68.9%
Operating Margin18.4%18.4%21.4%21.7%23.3%
Net Margin8.0%8.0%8.8%7.7%10.1%
Balance Sheet
Debt/Equity3.353.352.692.441.96
Current Ratio0.490.49———
Cash Flow
Free Cash Flow$-135.5M$-135.5M$-203.3M$-266.3M$-329.2M
Returns
ROE13.1%13.1%10.7%8.0%9.7%
Valuation
P/E22.2922.2911.5511.759.50
EV/EBITDA11.0811.087.496.816.56
P/B3.353.351.220.920.93
Growth & Yield
Revenue Growth20.8%20.8%18.2%7.3%—
EPS Growth——37.5%-20.0%—
Dividend Yield8.0%8.0%———

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 +84.3%

Total return

+84.3%

Start / end P/E

n/dx → n/dx

EPS bridge

0.11 → n/d

Residual

+76.3%

EPS growthn/d
Multiple reratingn/d
Dividend+8.0%
Residual / FX / buybacks / cross-term+76.3%

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.