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001229.SZ$37.05-2.37%
Fair $37.05+0.0%

001229.SZ

Guangdong AVCiT Technology Holding Co., Ltd.

Technology / Consumer ElectronicsShenzhen

$37.05

-0.90 (-2.37%)

Fairly Valued+0.0%Fair Value $37.05Fund rank 27/100 · Data gapFallback financials|
SA 46/C
F-Score: 4/9

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 33% · confianza 19%

FCF escenarios

weak_data · normalized FCF $2.3M · quality 46.3/100

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

4/9

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 · 001229.SZLocal privado en este navegador · Guangdong AVCiT Technology Holding 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

$3.8B

P/E

63.9x

↑

EV/EBITDA

35.4x

↑

ROE

6.9%

↑

Gross Margin

66.5%

↑

Debt/Equity

0.00

↓
52-Week Range$37
$30$45

TradingView lightweight chart

001229.SZ price, volumen y niveles de valoración

Último $37.05Periodo +18.5%
Fair value: $37.05

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

+5.4%

FCF CAGR

-65.3%

FCF margin

1.0%

FCF / Net income

0.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $229.4M · net income $69.5M · FCF $2.3M

2022-FY → 2025-FY

Gross margin

66.5%-11.0% pts

Operating margin

31.7%-11.9% pts

Net margin

30.3%-13.0% pts

FCF margin

1.0%-27.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$229.4M$229.4M$196.8M$211.7M$195.8M
Net Income$69.5M$69.5M$80.0M$87.1M$84.8M
EBITDA$95.8M$95.8M$99.7M$104.6M$104.5M
EPS0.690.690.800.871.02
Gross Margin66.5%66.5%74.0%75.5%77.5%
Operating Margin31.7%31.7%40.7%39.1%43.6%
Net Margin30.3%30.3%40.7%41.1%43.3%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Current Ratio5.215.21———
Cash Flow
Free Cash Flow$2.3M$2.3M$-6.5M$22.3M$55.2M
Returns
ROE6.9%6.9%8.1%9.0%9.2%
Valuation
P/E63.8863.8842.8740.3827.04
EV/EBITDA35.4335.4330.3528.6317.26
P/B3.703.703.463.622.49
Growth & Yield
Revenue Growth16.6%16.6%-7.1%8.1%—
EPS Growth-13.8%-13.8%-8.0%-14.7%—
Dividend Yield1.6%1.6%———

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

68.3%

muy exigente

EPS terminal req.

$3.29

Spread vs growth

-82.0%

5Y implied EPS CAGR

42.0%

muy exigente

EPS terminal req.

$3.98

Spread vs growth

-55.7%

10Y implied EPS CAGR

25.0%

exigente

EPS terminal req.

$6.41

Spread vs growth

-38.7%

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 +16.7%

Total return

+16.7%

Start / end P/E

40.2x → 53.7x

EPS bridge

0.80 → 0.69

Residual

-4.6%

EPS growth-13.8%
Multiple rerating+33.5%
Dividend+1.6%
Residual / FX / buybacks / cross-term-4.6%

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.