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Financial Analysis

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Recent

v0.1
LX$2.32+5.45%
Fair $2.32+0.0%

LX

LexinFintech Holdings Ltd.

Financial Services / Credit ServicesNasdaqGS

$2.32

+0.12 (+5.45%)

Fairly Valued+0.0%Fair Value $2.32Fund rank 32/100 · Data gapFallback financials|
SA 61/B
F-Score: 6/9

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 42.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 46/100Data 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

61/100

B

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

$382M

P/E

1.9x

↓

EV/EBITDA

1.4x

↓

ROE

14.0%

↑

Gross Margin

34.0%

↓

Debt/Equity

0.40

↑
52-Week Range$2
$2$8

TradingView lightweight chart

LX price, volumen y niveles de valoración

Último $2.320Periodo +116.8%
Fair value: $2.320

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

+10.1%

FCF CAGR

—

FCF margin

24.8%

FCF / Net income

1.94x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $13.15B · net income $1.68B · FCF $3.26B

2022-FY → 2025-FY

Gross margin

34.0%+3.2% pts

Operating margin

12.1%+8.7% pts

Net margin

12.8%+4.4% pts

FCF margin

24.8%+25.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$13.15B$13.15B$14.20B$13.06B$9.87B
Net Income$1.68B$1.68B$1.10B$1.07B$819.8M
EBITDA$2.24B$2.24B$1.51B$1.52B$1.23B
EPS9.449.446.486.344.42
Gross Margin34.0%34.0%35.4%34.6%30.8%
Operating Margin12.1%12.1%16.1%14.4%3.4%
Net Margin12.8%12.8%7.7%8.2%8.3%
Balance Sheet
Debt/Equity0.400.400.490.571.06
Current Ratio2.032.03———
Cash Flow
Free Cash Flow$3.26B$3.26B$834.4M$2.59B$-91.5M
Returns
ROE14.0%14.0%10.2%11.0%9.5%
Valuation
P/E1.901.900.940.290.54
EV/EBITDA1.361.362.682.116.60
P/B0.030.030.100.030.05
Growth & Yield
Revenue Growth-7.4%-7.4%8.8%32.3%—
EPS Growth45.7%45.7%2.2%43.4%—
Dividend Yield17.4%17.4%———

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

-72.1%

fácil

EPS terminal req.

$0.21

Spread vs growth

117.7%

5Y implied EPS CAGR

-51.7%

fácil

EPS terminal req.

$0.25

Spread vs growth

97.3%

10Y implied EPS CAGR

-27.1%

fácil

EPS terminal req.

$0.40

Spread vs growth

72.8%

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 -49.9%

Total return

-49.9%

Start / end P/E

1.1x → 0.2x

EPS bridge

6.48 → 9.44

Residual

-35.4%

EPS growth+45.7%
Multiple rerating-77.5%
Dividend+17.4%
Residual / FX / buybacks / cross-term-35.4%

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.