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000920.SZ$12.26-4.59%
Fair $12.26+0.0%

000920.SZ

Vontron Technology Co., Ltd.

Industrials / RailroadsShenzhen

$12.26

-0.59 (-4.59%)

Fairly Valued+0.0%Fair Value $12.26Fund rank 33/100 · Data gapFallback financials|
SA 48/C
F-Score: 7/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $201.5M · quality 64.3/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 80/100Data 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

7/9

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 · 000920.SZLocal privado en este navegador · Vontron Technology 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

$5.8B

P/E

26.1x

↑

EV/EBITDA

12.9x

↑

ROE

11.1%

↑

Gross Margin

37.4%

↑

Debt/Equity

N/A

•
52-Week Range$12
$10$15

TradingView lightweight chart

000920.SZ price, volumen y niveles de valoración

Último $12.26Periodo +132.8%
Fair value: $12.26

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

+11.4%

FCF CAGR

+14.8%

FCF margin

13.0%

FCF / Net income

1.19x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.02B · net income $220.5M · FCF $262.2M

2022-FY → 2025-FY

Gross margin

37.4%+1.7% pts

Operating margin

13.2%+3.1% pts

Net margin

10.9%+1.0% pts

FCF margin

13.0%+1.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.02B$2.02B$1.74B$1.71B$1.46B
Net Income$220.5M$220.5M$197.7M$164.7M$145.0M
EBITDA$373.0M$373.0M$300.9M$268.6M$243.1M
EPS0.470.470.420.350.34
Gross Margin37.4%37.4%36.5%35.8%35.7%
Operating Margin13.2%13.2%10.8%9.6%10.1%
Net Margin10.9%10.9%11.3%9.7%9.9%
Balance Sheet
Debt/Equity————0.23
Current Ratio2.802.80———
Cash Flow
Free Cash Flow$262.2M$262.2M$201.5M$105.4M$173.5M
Returns
ROE11.1%11.1%10.6%9.2%8.2%
Valuation
P/E26.0926.0919.3328.4028.12
EV/EBITDA12.9012.9010.1415.2814.60
P/B2.892.892.042.602.32
Growth & Yield
Revenue Growth15.9%15.9%2.3%16.7%—
EPS Growth11.9%11.9%20.0%2.9%—
Dividend Yield1.7%1.7%———

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

32.3%

muy exigente

EPS terminal req.

$1.09

Spread vs growth

-20.4%

5Y implied EPS CAGR

22.9%

exigente

EPS terminal req.

$1.32

Spread vs growth

-11.0%

10Y implied EPS CAGR

16.3%

exigente

EPS terminal req.

$2.12

Spread vs growth

-4.4%

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 +23.3%

Total return

+23.3%

Start / end P/E

24.0x → 26.1x

EPS bridge

0.42 → 0.47

Residual

+1.0%

EPS growth+11.9%
Multiple rerating+8.7%
Dividend+1.7%
Residual / FX / buybacks / cross-term+1.0%

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.