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8279.HK$0.77+14.93%
Fair $0.77+0.0%

8279.HK

AGTech Holdings Limited

Consumer Cyclical / GamblingHKSE

$0.77

+0.10 (+14.93%)

Fairly Valued+0.0%Fair Value $0.77Fund rank 26/100 · Data gapFallback financials|
SA 43/C
F-Score: 2/9
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 18%

FCF escenarios

weak_data · normalized FCF $1.1B · quality 43.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

43/100

C

Piotroski

2/9

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. ROE is -3.5%, below the 5% threshold
Thesis & Journal · 8279.HKLocal privado en este navegador · AGTech Holdings 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

$8.9B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-3.5%

↓

Gross Margin

85.7%

↑

Debt/Equity

0.03

↓
52-Week Range$1
$0$1

TradingView lightweight chart

8279.HK price, volumen y niveles de valoración

Último $0.770Periodo +4712.5%
Fair value: $0.770

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2025 · 4 años de histórico normalizado

Revenue CAGR

+24.8%

FCF CAGR

—

FCF margin

186.3%

FCF / Net income

-12.67x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $615.0M · net income $-90.4M · FCF $1.15B

2021-FY → 2025-FY

Gross margin

85.7%+33.0% pts

Operating margin

-6.3%+29.9% pts

Net margin

-14.7%+10.4% pts

FCF margin

186.3%+197.6% pts
MetricTTM
2025
2023
2022
2021
Income Statement
Revenue$615.0M$615.0M$596.4M$351.4M$253.2M
Net Income$-90.4M$-90.4M$30.1M$-126.7M$-63.6M
EBITDA$-9.6M$-9.6M$18.8M$-58.7M$-43.7M
EPS-0.01-0.010.00-0.01-0.01
Gross Margin85.7%85.7%86.0%82.2%52.7%
Operating Margin-6.3%-6.3%-8.1%-33.5%-36.2%
Net Margin-14.7%-14.7%5.0%-36.1%-25.1%
Balance Sheet
Debt/Equity0.030.030.030.030.01
Current Ratio1.131.13———
Cash Flow
Free Cash Flow$1.15B$1.15B$-2.57B$2.72B$-28.7M
Returns
ROE-3.5%-3.5%1.1%-4.8%-2.2%
Valuation
P/E——80.15——
EV/EBITDA——61.58——
P/B3.523.520.921.221.15
Growth & Yield
Revenue Growth3.1%3.1%69.7%38.8%—
EPS Growth-401.5%-401.5%123.6%-101.8%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 +301.0%

Total return

+301.0%

Start / end P/E

n/dx → n/dx

EPS bridge

0.00 → -0.01

Residual

+301.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+301.0%

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.