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9979.HK$2.12+4.95%
Fair $2.12+0.0%

9979.HK

Greentown Management Holdings Company Limited

Real Estate / Real Estate ServicesHKSE

$2.12

+0.10 (+4.95%)

Fairly Valued+0.0%Fair Value $2.12Fund rank 37/100 · Data gapFallback financials|
SA 48/C
F-Score: 3/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 82.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 77/100Data 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

48/100

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 NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled.
Thesis & Journal · 9979.HKLocal privado en este navegador · Greentown Management Holdings Company 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

$4.2B

P/E

6.6x

↓

EV/EBITDA

2.4x

↓

ROE

21.0%

↑

Gross Margin

49.6%

↑

Debt/Equity

0.00

↓
52-Week Range$2
$2$3

TradingView lightweight chart

9979.HK price, volumen y niveles de valoración

Último $2.120Periodo -34.8%
Fair value: $2.120

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+15.3%

FCF CAGR

-20.8%

FCF margin

7.9%

FCF / Net income

0.34x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.44B · net income $801.1M · FCF $271.0M

2021-FY → 2024-FY

Gross margin

49.6%+3.2% pts

Operating margin

33.0%+7.1% pts

Net margin

23.3%-1.9% pts

FCF margin

7.9%-16.4% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$3.44B$3.44B$3.30B$2.66B$2.24B
Net Income$801.1M$801.1M$973.6M$744.5M$565.2M
EBITDA$1.13B$1.13B$1.27B$1.01B$752.9M
EPS0.400.400.490.380.29
Gross Margin49.6%49.6%52.2%52.3%46.4%
Operating Margin33.0%33.0%34.0%30.1%25.9%
Net Margin23.3%23.3%29.5%28.0%25.2%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Current Ratio1.631.63———
Cash Flow
Free Cash Flow$271.0M$271.0M$930.6M$695.9M$544.9M
Returns
ROE21.0%21.0%24.4%19.9%16.9%
Valuation
P/E6.636.6311.0216.5817.31
EV/EBITDA2.422.426.9110.4410.19
P/B1.111.112.703.332.93
Growth & Yield
Revenue Growth4.2%4.2%24.3%18.4%—
EPS Growth-18.4%-18.4%28.9%31.0%—
Dividend Yield21.2%21.2%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

-22.2%

fácil

EPS terminal req.

$0.19

Spread vs growth

3.9%

5Y implied EPS CAGR

-10.7%

fácil

EPS terminal req.

$0.23

Spread vs growth

-7.7%

10Y implied EPS CAGR

-0.9%

fácil

EPS terminal req.

$0.37

Spread vs growth

-17.5%

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 +0.6%

Total return

+0.6%

Start / end P/E

5.4x → 5.3x

EPS bridge

0.49 → 0.40

Residual

+0.5%

EPS growth-18.4%
Multiple rerating-2.7%
Dividend+21.2%
Residual / FX / buybacks / cross-term+0.5%

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.