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8601.HK$0.24+0.42%
Fair $0.24+0.0%

8601.HK

Boltek Holdings Limited

Industrials / Engineering & ConstructionHKSE

$0.24

+0.00 (+0.42%)

Fairly Valued+0.0%Fair Value $0.24Fund rank 34/100 · Data gapFallback financials|
SA 59/C
F-Score: 3/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $16.5M · quality 67.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 58/100Data 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

59/100

C

Piotroski

3/9

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 8601.HKLocal privado en este navegador · Boltek 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

$190M

P/E

7.9x

↓

EV/EBITDA

4.7x

↓

ROE

15.2%

↑

Gross Margin

31.4%

↑

Debt/Equity

0.02

↓
52-Week Range$0
$0$0

TradingView lightweight chart

8601.HK price, volumen y niveles de valoración

Último $0.237Periodo -35.9%
Fair value: $0.237

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

+7.8%

FCF CAGR

+3.3%

FCF margin

10.4%

FCF / Net income

0.86x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $186.8M · net income $22.6M · FCF $19.5M

2022-FY → 2025-FY

Gross margin

31.4%+2.9% pts

Operating margin

13.9%+3.2% pts

Net margin

12.1%-0.3% pts

FCF margin

10.4%-1.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$186.8M$186.8M$187.3M$170.4M$149.3M
Net Income$22.6M$22.6M$28.1M$28.2M$18.5M
EBITDA$31.6M$31.6M$39.0M$38.9M$26.9M
EPS——0.040.040.02
Gross Margin31.4%31.4%33.1%35.4%28.5%
Operating Margin13.9%13.9%17.0%16.9%10.7%
Net Margin12.1%12.1%15.0%16.6%12.4%
Balance Sheet
Debt/Equity0.020.020.040.050.02
Current Ratio6.726.72———
Cash Flow
Free Cash Flow$19.5M$19.5M$16.5M$59000.00$17.6M
Returns
ROE15.2%15.2%20.6%18.4%9.7%
Valuation
P/E7.907.908.127.6511.47
EV/EBITDA4.714.715.034.035.08
P/B1.271.271.671.411.12
Growth & Yield
Revenue Growth-0.2%-0.2%9.9%14.1%—
EPS Growth——-0.6%52.8%—
Dividend Yield5.3%5.3%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 +4.0%

Total return

+4.0%

Start / end P/E

n/dx → n/dx

EPS bridge

0.04 → n/d

Residual

-1.2%

EPS growthn/d
Multiple reratingn/d
Dividend+5.3%
Residual / FX / buybacks / cross-term-1.2%

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.