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v0.1
L19.SI$0.54-1.82%
Fair $0.54+0.0%

L19.SI

Lum Chang Holdings Limited

Industrials / Engineering & ConstructionSES

$0.54

-0.01 (-1.82%)

Fairly Valued+0.0%Fair Value $0.54Fund rank 26/100 · Data gapFallback financials|
SA 53/C
F-Score: 8/9

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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $22.8M · quality 50.0/100

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

8/9

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 · L19.SILocal privado en este navegador · Lum Chang 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

$202M

P/E

10.8x

↓

EV/EBITDA

5.2x

↓

ROE

9.3%

↑

Gross Margin

11.5%

↓

Debt/Equity

0.24

↓
52-Week Range$1
$0$1

TradingView lightweight chart

L19.SI price, volumen y niveles de valoración

Último $0.540Periodo -28.9%
Fair value: $0.540

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

+3.6%

FCF CAGR

+3.8%

FCF margin

14.7%

FCF / Net income

4.38x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $462.9M · net income $15.6M · FCF $68.2M

2022-FY → 2025-FY

Gross margin

11.5%+7.5% pts

Operating margin

4.8%+6.4% pts

Net margin

3.4%+6.0% pts

FCF margin

14.7%+0.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$462.9M$462.9M$500.4M$393.4M$416.8M
Net Income$15.6M$15.6M$7.4M$-28.7M$-10.8M
EBITDA$31.0M$31.0M$21.0M$-14.1M$-1.7M
EPS0.040.040.02-0.08-0.03
Gross Margin11.5%11.5%8.2%0.9%4.0%
Operating Margin4.8%4.8%3.0%-4.9%-1.6%
Net Margin3.4%3.4%1.5%-7.3%-2.6%
Balance Sheet
Debt/Equity0.240.240.420.510.44
Current Ratio1.321.32———
Cash Flow
Free Cash Flow$68.2M$68.2M$-14.4M$22.8M$61.1M
Returns
ROE9.3%9.3%4.6%-17.2%-5.2%
Valuation
P/E10.8010.8015.31——
EV/EBITDA5.225.226.17——
P/B1.211.210.700.770.67
Growth & Yield
Revenue Growth-7.5%-7.5%27.2%-5.6%—
EPS Growth112.2%112.2%125.8%-165.2%—
Dividend Yield1.8%1.8%———

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

4.8%

fácil

EPS terminal req.

$0.05

Spread vs growth

107.4%

5Y implied EPS CAGR

6.9%

razonable

EPS terminal req.

$0.06

Spread vs growth

105.4%

10Y implied EPS CAGR

8.4%

razonable

EPS terminal req.

$0.09

Spread vs growth

103.8%

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 +73.2%

Total return

+73.2%

Start / end P/E

16.1x → 13.0x

EPS bridge

0.02 → 0.04

Residual

-21.6%

EPS growth+112.2%
Multiple rerating-19.2%
Dividend+1.8%
Residual / FX / buybacks / cross-term-21.6%

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.