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9669.HK$4.01+18.99%
Fair $4.01+0.0%

9669.HK

Beisen Holding Limited

Technology / Software - ApplicationHKSE

$4.01

+0.64 (+18.99%)

Fairly Valued+0.0%Fair Value $4.01Fund rank 26/100 · Data gapFallback financials|
SA 24/D
F-Score: 6/9
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 19%

FCF escenarios

weak_data · normalized FCF $-98.5M · quality 51.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

24/100

D

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: 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 -14.1%, below the 5% threshold
Thesis & Journal · 9669.HKLocal privado en este navegador · Beisen Holding 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

$2.9B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-14.1%

↓

Gross Margin

64.9%

↑

Debt/Equity

0.03

↓
52-Week Range$4
$3$10

TradingView lightweight chart

9669.HK price, volumen y niveles de valoración

Último $4.010Periodo -84.6%
Fair value: $4.010

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

+11.6%

FCF CAGR

—

FCF margin

6.2%

FCF / Net income

-0.40x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $945.1M · net income $-147.4M · FCF $58.9M

2022-FY → 2025-FY

Gross margin

64.9%+6.0% pts

Operating margin

-17.1%+35.9% pts

Net margin

-15.6%+265.3% pts

FCF margin

6.2%+35.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$945.1M$945.1M$854.7M$750.9M$679.6M
Net Income$-147.4M$-147.4M$-3.21B$-2.60B$-1.91B
EBITDA$-88.4M$-88.4M$-3.13B$-2.54B$-1.87B
EPS-0.20-0.20-4.48-3.63-2.67
Gross Margin64.9%64.9%60.2%55.3%58.9%
Operating Margin-17.1%-17.1%-45.4%-53.7%-53.0%
Net Margin-15.6%-15.6%-375.4%-346.1%-280.9%
Balance Sheet
Debt/Equity0.030.030.02-0.01-0.01
Current Ratio1.811.81———
Cash Flow
Free Cash Flow$58.9M$58.9M$-98.5M$-187.1M$-198.3M
Returns
ROE-14.1%-14.1%-277.8%31.1%36.1%
Valuation
P/B2.762.762.87——
Growth & Yield
Revenue Growth10.6%10.6%13.8%10.5%—
EPS Growth95.5%95.5%-23.3%-36.2%—

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 -34.2%

Total return

-34.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-4.48 → -0.20

Residual

-34.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-34.2%

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.