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v0.1
9699.HK$8.81+12.23%
Fair $8.81+0.0%

9699.HK

Hangzhou SF Intra-city Industrial Co., Ltd.

Industrials / Integrated Freight & LogisticsHKSE

$8.81

+0.96 (+12.23%)

Fairly Valued+0.0%Fair Value $8.81Fund rank 31/100 · Data gapFallback financials|
SA 53/C
F-Score: 6/9

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 23%

FCF escenarios

weak_data · normalized FCF $224.2M · quality 55.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 33/100Data 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

53/100

C

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: 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 · 9699.HKLocal privado en este navegador · Hangzhou SF Intra-city Industrial Co., Ltd.
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

$8.1B

P/E

25.2x

↑

EV/EBITDA

18.6x

↑

ROE

8.5%

↑

Gross Margin

6.3%

↓

Debt/Equity

0.01

↓
52-Week Range$9
$8$19

TradingView lightweight chart

9699.HK price, volumen y niveles de valoración

Último $8.810Periodo -40.9%
Fair value: $8.810

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

+30.8%

FCF CAGR

—

FCF margin

1.4%

FCF / Net income

1.18x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $22.90B · net income $277.7M · FCF $327.2M

2022-FY → 2025-FY

Gross margin

6.3%+2.3% pts

Operating margin

1.0%+3.9% pts

Net margin

1.2%+4.0% pts

FCF margin

1.4%+6.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$22.90B$22.90B$15.75B$12.39B$10.23B
Net Income$277.7M$277.7M$132.5M$50.6M$-286.9M
EBITDA$375.8M$375.8M$207.7M$143.5M$-136.6M
EPS0.310.310.150.05-0.31
Gross Margin6.3%6.3%6.8%6.4%4.0%
Operating Margin1.0%1.0%0.7%0.1%-2.9%
Net Margin1.2%1.2%0.8%0.4%-2.8%
Balance Sheet
Debt/Equity0.010.010.010.010.01
Current Ratio2.292.29———
Cash Flow
Free Cash Flow$327.2M$327.2M$224.2M$197.3M$-523.3M
Returns
ROE8.5%8.5%4.5%1.7%-9.5%
Valuation
P/E25.1725.1760.27214.40—
EV/EBITDA18.6118.6133.2756.54—
P/B2.472.472.793.352.43
Growth & Yield
Revenue Growth45.4%45.4%27.1%21.1%—
EPS Growth106.7%106.7%200.0%116.1%—

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

36.1%

muy exigente

EPS terminal req.

$0.78

Spread vs growth

70.6%

5Y implied EPS CAGR

25.0%

exigente

EPS terminal req.

$0.95

Spread vs growth

81.7%

10Y implied EPS CAGR

17.3%

exigente

EPS terminal req.

$1.52

Spread vs growth

89.4%

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 -20.2%

Total return

-20.2%

Start / end P/E

73.6x → 28.4x

EPS bridge

0.15 → 0.31

Residual

-65.5%

EPS growth+106.7%
Multiple rerating-61.4%
Dividend+0.0%
Residual / FX / buybacks / cross-term-65.5%

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.