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001211.SZ$43.85+4.40%
Fair $43.85+0.0%

001211.SZ

Suncha Technology Co., Ltd.

Consumer Cyclical / Furnishings, Fixtures & AppliancesShenzhen

$43.85

+1.85 (+4.40%)

Fairly Valued+0.0%Fair Value $43.85Fund rank 29/100 · Data gapFallback financials|
SA 46/C
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 21%

FCF escenarios

weak_data · normalized FCF $-108.3M · quality 59.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 38/100Data 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

46/100

C

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 0.3%, below the 5% threshold
Thesis & Journal · 001211.SZLocal privado en este navegador · Suncha 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

$3.2B

P/E

1461.7x

↑

EV/EBITDA

48.9x

↑

ROE

0.3%

↓

Gross Margin

33.0%

↑

Debt/Equity

0.80

↑
52-Week Range$44
$21$62

TradingView lightweight chart

001211.SZ price, volumen y niveles de valoración

Último $43.85Periodo +15.3%
Fair value: $43.85

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

+18.7%

FCF CAGR

—

FCF margin

-1.8%

FCF / Net income

-11.67x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.60B · net income $2.4M · FCF $-28.6M

2022-FY → 2025-FY

Gross margin

33.0%-0.1% pts

Operating margin

2.9%+3.4% pts

Net margin

0.2%+1.8% pts

FCF margin

-1.8%+12.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.60B$1.60B$1.37B$1.01B$955.3M
Net Income$2.4M$2.4M$28.4M$-11.9M$-15.6M
EBITDA$84.7M$84.7M$96.5M$29.1M$15.8M
EPS0.030.030.39-0.16-0.21
Gross Margin33.0%33.0%30.8%32.7%33.2%
Operating Margin2.9%2.9%3.0%-0.3%-0.5%
Net Margin0.2%0.2%2.1%-1.2%-1.6%
Balance Sheet
Debt/Equity0.800.800.740.510.23
Current Ratio0.970.97———
Cash Flow
Free Cash Flow$-28.6M$-28.6M$-108.3M$-217.3M$-134.6M
Returns
ROE0.3%0.3%3.3%-1.4%-1.8%
Valuation
P/E1461.671461.6749.56——
EV/EBITDA48.8648.8619.3674.61112.88
P/B4.174.171.622.121.89
Growth & Yield
Revenue Growth16.7%16.7%35.3%5.8%—
EPS Growth-92.3%-92.3%343.8%23.8%—
Dividend Yield0.5%0.5%———

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

406.2%

muy exigente

EPS terminal req.

$3.89

Spread vs growth

-498.5%

5Y implied EPS CAGR

174.9%

muy exigente

EPS terminal req.

$4.71

Spread vs growth

-267.2%

10Y implied EPS CAGR

73.9%

muy exigente

EPS terminal req.

$7.58

Spread vs growth

-166.2%

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 · 1Y approxreconcilia total +96.3%

Total return

+96.3%

Start / end P/E

57.4x → 1461.7x

EPS bridge

0.39 → 0.03

Residual

-2257.8%

EPS growth-92.3%
Multiple rerating+2446.0%
Dividend+0.5%
Residual / FX / buybacks / cross-term-2257.8%

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.