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v0.1
8017.HK$1.03+0.00%
Fair $1.03+0.0%

8017.HK

TradeGo FinTech Limited

Technology / Software - InfrastructureHKSE

$1.03

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $1.03Fund rank 31/100 · Data gapFallback financials|
SA 58/C
F-Score: 4/9

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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $26.8M · quality 57.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 40/100Data 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

58/100

C

Piotroski

4/9

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 · 8017.HKLocal privado en este navegador · TradeGo FinTech 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

$728M

P/E

11.4x

↓

EV/EBITDA

4.2x

↓

ROE

14.9%

↑

Gross Margin

88.2%

↑

Debt/Equity

0.00

↓
52-Week Range$1
$1$3

TradingView lightweight chart

8017.HK price, volumen y niveles de valoración

Último $1.030Periodo +121.5%
Fair value: $1.030

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+23.9%

FCF CAGR

+6.3%

FCF margin

14.3%

FCF / Net income

0.45x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $186.6M · net income $59.6M · FCF $26.8M

2023-FY → 2026-FY

Gross margin

88.2%+2.5% pts

Operating margin

48.3%+22.8% pts

Net margin

31.9%+5.1% pts

FCF margin

14.3%-8.4% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$186.6M$186.6M$129.7M$65.7M$98.0M
Net Income$59.6M$59.6M$63.9M$8.5M$26.3M
EBITDA$91.9M$91.9M$81.5M$20.6M$43.1M
EPS0.090.090.110.010.04
Gross Margin88.2%88.2%87.9%82.6%85.7%
Operating Margin48.3%48.3%40.6%7.1%25.5%
Net Margin31.9%31.9%49.3%12.9%26.9%
Balance Sheet
Debt/Equity0.000.000.010.060.10
Current Ratio8.278.27———
Cash Flow
Free Cash Flow$26.8M$26.8M$57.3M$-2.5M$22.3M
Returns
ROE14.9%14.9%34.9%6.6%21.6%
Valuation
P/E11.4411.443.0918.2822.20
EV/EBITDA4.224.220.462.5110.89
P/B1.741.741.081.204.79
Growth & Yield
Revenue Growth43.8%43.8%97.4%-32.9%—
EPS Growth-20.0%-20.0%659.3%-67.5%—

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

1.2%

fácil

EPS terminal req.

$0.09

Spread vs growth

-21.2%

5Y implied EPS CAGR

4.7%

fácil

EPS terminal req.

$0.11

Spread vs growth

-24.6%

10Y implied EPS CAGR

7.3%

razonable

EPS terminal req.

$0.18

Spread vs growth

-27.3%

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 +60.9%

Total return

+60.9%

Start / end P/E

5.8x → 11.7x

EPS bridge

0.11 → 0.09

Residual

-20.2%

EPS growth-20.0%
Multiple rerating+101.1%
Dividend+0.0%
Residual / FX / buybacks / cross-term-20.2%

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.