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8436.HK$0.30-4.69%
Fair $0.30+0.0%

8436.HK

Takbo Group Holdings Limited

Consumer Defensive / Household & Personal ProductsHKSE

$0.30

-0.01 (-4.69%)

Fairly Valued+0.0%Fair Value $0.30Fund rank 28/100 · Data gapFallback financials|
SA 62/B
F-Score: 6/9
Declining RevenueLow 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 19%

FCF escenarios

weak_data · normalized FCF $905000.00 · quality 50.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

62/100

B

Piotroski

6/9

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. Revenue has declined for 2 consecutive years ROE is 2.6%, below the 5% threshold
Thesis & Journal · 8436.HKLocal privado en este navegador · Takbo Group 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

$122M

P/E

15.3x

↓

EV/EBITDA

-3.2x

↓

ROE

2.6%

↓

Gross Margin

35.5%

↑

Debt/Equity

0.02

↓
52-Week Range$0
$0$0

TradingView lightweight chart

8436.HK price, volumen y niveles de valoración

Último $0.305Periodo -50.8%
Fair value: $0.305

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

-8.2%

FCF CAGR

-72.0%

FCF margin

0.6%

FCF / Net income

0.14x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $161.7M · net income $6.6M · FCF $905000.0

2022-FY → 2025-FY

Gross margin

35.5%+1.8% pts

Operating margin

-0.1%-4.6% pts

Net margin

4.1%+3.6% pts

FCF margin

0.6%-19.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$161.7M$161.7M$186.9M$215.6M$209.3M
Net Income$6.6M$6.6M$6.5M$14.7M$1.0M
EBITDA$18.6M$18.6M$18.5M$25.8M$11.1M
EPS0.020.020.020.040.00
Gross Margin35.5%35.5%31.9%35.0%33.7%
Operating Margin-0.1%-0.1%-0.4%4.3%4.5%
Net Margin4.1%4.1%3.5%6.8%0.5%
Balance Sheet
Debt/Equity0.020.020.040.050.05
Current Ratio9.139.13———
Cash Flow
Free Cash Flow$905000.00$905000.00$-432000.00$14.8M$41.4M
Returns
ROE2.6%2.6%2.7%6.2%0.4%
Valuation
P/E15.2515.2511.566.7678.00
EV/EBITDA-3.22-3.22-4.94-2.92-6.70
P/B0.490.490.310.420.42
Growth & Yield
Revenue Growth-13.5%-13.5%-13.3%3.0%—
EPS Growth0.0%0.0%-56.8%1133.3%—

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

19.1%

exigente

EPS terminal req.

$0.03

Spread vs growth

-19.1%

5Y implied EPS CAGR

15.4%

exigente

EPS terminal req.

$0.03

Spread vs growth

-15.4%

10Y implied EPS CAGR

12.7%

razonable

EPS terminal req.

$0.05

Spread vs growth

-12.7%

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 +32.6%

Total return

+32.6%

Start / end P/E

14.4x → 19.1x

EPS bridge

0.02 → 0.02

Residual

+0.0%

EPS growth+0.0%
Multiple rerating+32.6%
Dividend+0.0%
Residual / FX / buybacks / cross-term+0.0%

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.