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000948.SZ$13.33-3.27%
Fair $13.33+0.0%

000948.SZ

Yunnan Nantian Electronics Information Co.,Ltd.

Technology / Information Technology ServicesShenzhen

$13.33

-0.45 (-3.27%)

Fairly Valued+0.0%Fair Value $13.33Fund rank 27/100 · Data gapFallback financials|
SA 34/D
F-Score: 5/9
Low Profitability

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 20%

FCF escenarios

weak_data · normalized FCF $124.2M · quality 45.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

34/100

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: 1unknown: 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. ROE is 4.3%, below the 5% threshold
Thesis & Journal · 000948.SZLocal privado en este navegador · Yunnan Nantian Electronics Information 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

$5.2B

P/E

121.2x

↑

EV/EBITDA

13.9x

↑

ROE

4.3%

↓

Gross Margin

12.9%

↓

Debt/Equity

0.50

↑
52-Week Range$13
$13$22

TradingView lightweight chart

000948.SZ price, volumen y niveles de valoración

Último $13.33Periodo +11.0%
Fair value: $13.33

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

+18.8%

FCF CAGR

—

FCF margin

1.3%

FCF / Net income

1.07x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $9.45B · net income $115.6M · FCF $124.2M

2021-FY → 2024-FY

Gross margin

12.9%-3.6% pts

Operating margin

2.5%-0.4% pts

Net margin

1.2%-0.4% pts

FCF margin

1.3%+6.2% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$9.45B$9.45B$9.14B$8.57B$5.63B
Net Income$115.6M$115.6M$155.8M$137.1M$89.9M
EBITDA$264.4M$264.4M$310.6M$281.3M$201.8M
EPS0.290.290.400.35—
Gross Margin12.9%12.9%12.9%12.9%16.5%
Operating Margin2.5%2.5%2.2%2.5%2.9%
Net Margin1.2%1.2%1.7%1.6%1.6%
Balance Sheet
Debt/Equity0.500.500.460.480.32
Current Ratio1.621.62———
Cash Flow
Free Cash Flow$124.2M$124.2M$161.9M$2.2M$-277.2M
Returns
ROE4.3%4.3%6.0%5.6%3.8%
Valuation
P/E121.18121.1837.3670.27—
EV/EBITDA13.9413.9414.2129.5821.27
P/B1.941.942.243.972.33
Growth & Yield
Revenue Growth3.4%3.4%6.7%52.1%—
EPS Growth-25.7%-25.7%13.4%——
Dividend Yield0.6%0.6%———

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

59.1%

muy exigente

EPS terminal req.

$1.18

Spread vs growth

-84.9%

5Y implied EPS CAGR

37.3%

muy exigente

EPS terminal req.

$1.43

Spread vs growth

-63.0%

10Y implied EPS CAGR

22.9%

exigente

EPS terminal req.

$2.30

Spread vs growth

-48.6%

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 -29.3%

Total return

-29.3%

Start / end P/E

48.2x → 45.4x

EPS bridge

0.40 → 0.29

Residual

+1.5%

EPS growth-25.7%
Multiple rerating-5.8%
Dividend+0.6%
Residual / FX / buybacks / cross-term+1.5%

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.