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688789.SS$52.82-1.05%
Fair $52.82+0.0%

688789.SS

Hangzhou Honghua Digital Technology Stock Company LTD.

Industrials / Specialty Industrial MachineryShanghai

$52.82

-0.57 (-1.05%)

Fairly Valued+0.0%Fair Value $52.82Fund rank 26/100 · Data gapFallback financials|
SA 48/C
F-Score: 5/9

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 18%

FCF escenarios

weak_data · normalized FCF $-88.7M · quality 44.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

48/100

C

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: 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 · 688789.SSLocal privado en este navegador · Hangzhou Honghua Digital Technology Stock Company LTD.
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

$9.5B

P/E

20.5x

↑

EV/EBITDA

13.2x

↑

ROE

14.8%

↑

Gross Margin

43.0%

↑

Debt/Equity

0.21

↓
52-Week Range$53
$53$90

TradingView lightweight chart

688789.SS price, volumen y niveles de valoración

Último $53.80Periodo -29.8%
Fair value: $52.82

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

+37.0%

FCF CAGR

—

FCF margin

-3.9%

FCF / Net income

-0.17x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.30B · net income $528.3M · FCF $-88.7M

2022-FY → 2025-FY

Gross margin

43.0%-4.2% pts

Operating margin

26.7%-2.4% pts

Net margin

22.9%-4.2% pts

FCF margin

-3.9%-7.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.30B$2.30B$1.79B$1.26B$894.5M
Net Income$528.3M$528.3M$414.4M$325.3M$243.0M
EBITDA$698.2M$698.2M$543.6M$422.7M$304.0M
EPS2.952.952.321.841.48
Gross Margin43.0%43.0%45.0%46.5%47.2%
Operating Margin26.7%26.7%27.3%27.0%29.1%
Net Margin22.9%22.9%23.1%25.9%27.2%
Balance Sheet
Debt/Equity0.210.210.160.040.01
Current Ratio3.873.87———
Cash Flow
Free Cash Flow$-88.7M$-88.7M$-49.9M$-246.2M$28.5M
Returns
ROE14.8%14.8%13.2%11.4%14.4%
Valuation
P/E20.4720.4727.1534.7251.12
EV/EBITDA13.2113.2119.3624.1138.41
P/B2.652.653.573.977.37
Growth & Yield
Revenue Growth28.6%28.6%42.3%40.6%—
EPS Growth27.2%27.2%26.1%24.1%—
Dividend Yield1.7%1.7%———

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

16.7%

exigente

EPS terminal req.

$4.69

Spread vs growth

10.5%

5Y implied EPS CAGR

14.0%

razonable

EPS terminal req.

$5.67

Spread vs growth

13.2%

10Y implied EPS CAGR

12.0%

razonable

EPS terminal req.

$9.13

Spread vs growth

15.2%

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 -18.2%

Total return

-18.2%

Start / end P/E

28.9x → 18.2x

EPS bridge

2.32 → 2.95

Residual

-10.0%

EPS growth+27.2%
Multiple rerating-37.0%
Dividend+1.7%
Residual / FX / buybacks / cross-term-10.0%

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.