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PINGAN01.BK$5.75+1.77%
Fair $5.75+0.0%

PINGAN01.BK

Ping An Insurance (Group) Company of China, Ltd.

Financial Services / Insurance - LifeThailand

$5.75

+0.10 (+1.77%)

Fairly Valued+0.0%Fair Value $5.75Fund rank 34/100 · Data gapFallback financials|
SA 35/D
F-Score: 5/9

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 52.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 89/100Data 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

35/100

D

Piotroski

5/9

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); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · PINGAN01.BKLocal privado en este navegador · Ping An Insurance (Group) Company of China, 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

$10.41T

P/E

16.4x

↑

EV/EBITDA

N/A

•

ROE

13.5%

↑

Gross Margin

N/A

•

Debt/Equity

1.44

↑
52-Week Range$6
$4$7

TradingView lightweight chart

PINGAN01.BK price, volumen y niveles de valoración

Último $5.750Periodo +30.1%
Fair value: $5.750

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

+6.7%

FCF CAGR

+11.6%

FCF margin

70.1%

FCF / Net income

4.82x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $927.89B · net income $134.78B · FCF $650.28B

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

14.5%-0.0% pts

FCF margin

70.1%+8.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$927.89B$927.89B$916.62B$802.06B$763.87B
Net Income$134.78B$134.78B$126.61B$85.67B$111.01B
EPS0.070.070.070.050.06
Net Margin14.5%14.5%13.8%10.7%14.5%
Balance Sheet
Debt/Equity1.441.441.501.661.71
Current Ratio3.673.67———
Cash Flow
Free Cash Flow$650.28B$650.28B$375.80B$352.59B$467.90B
Returns
ROE13.5%13.5%13.6%9.5%12.8%
Valuation
P/E16.4316.43———
P/B10.4110.41———
Growth & Yield
Revenue Growth1.2%1.2%14.3%5.0%—
EPS Growth6.4%6.4%47.5%-24.4%—
Dividend Yield4.3%4.3%———

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

90.0%

muy exigente

EPS terminal req.

$0.51

Spread vs growth

-83.6%

5Y implied EPS CAGR

52.7%

muy exigente

EPS terminal req.

$0.62

Spread vs growth

-46.2%

10Y implied EPS CAGR

29.6%

muy exigente

EPS terminal req.

$0.99

Spread vs growth

-23.2%

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 · available periodreconcilia total +34.4%

Total return

+34.4%

Start / end P/E

63.2x → 77.3x

EPS bridge

0.07 → 0.07

Residual

+1.4%

EPS growth+6.4%
Multiple rerating+22.2%
Dividend+4.3%
Residual / FX / buybacks / cross-term+1.4%

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.