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001266.SZ$47.13-3.42%
Fair $47.13+0.0%

001266.SZ

Shanghai Smart Control Co., Ltd.

Technology / Electronic ComponentsShenzhen

$47.13

-1.67 (-3.42%)

Fairly Valued+0.0%Fair Value $47.13Fund rank 30/100 · Data gapFallback financials|
SA 52/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 34% · confianza 20%

FCF escenarios

weak_data · normalized FCF $-78.2M · quality 55.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

52/100

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 1.6%, below the 5% threshold
Thesis & Journal · 001266.SZLocal privado en este navegador · Shanghai Smart Control 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

$4.9B

P/E

100.3x

↑

EV/EBITDA

113.3x

↑

ROE

1.6%

↓

Gross Margin

27.5%

↓

Debt/Equity

0.20

↓
52-Week Range$47
$24$56

TradingView lightweight chart

001266.SZ price, volumen y niveles de valoración

Último $48.80Periodo +22.9%
Fair value: $47.13

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

+9.6%

FCF CAGR

+38.1%

FCF margin

33.8%

FCF / Net income

11.86x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $536.3M · net income $15.3M · FCF $181.3M

2022-FY → 2025-FY

Gross margin

27.5%-10.8% pts

Operating margin

1.2%-15.5% pts

Net margin

2.9%-14.8% pts

FCF margin

33.8%+16.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$536.3M$536.3M$769.7M$400.3M$407.3M
Net Income$15.3M$15.3M$17.1M$-9.6M$72.0M
EBITDA$37.5M$37.5M$36.2M$-5.0M$88.8M
EPS0.150.150.17-0.090.72
Gross Margin27.5%27.5%23.3%27.7%38.3%
Operating Margin1.2%1.2%4.2%-7.1%16.7%
Net Margin2.9%2.9%2.2%-2.4%17.7%
Balance Sheet
Debt/Equity0.200.200.240.030.02
Current Ratio1.691.69———
Cash Flow
Free Cash Flow$181.3M$181.3M$-157.0M$-78.2M$68.8M
Returns
ROE1.6%1.6%1.7%-1.0%7.0%
Valuation
P/E100.28100.28120.12—39.53
EV/EBITDA113.31113.3145.48—23.91
P/B5.065.062.073.042.76
Growth & Yield
Revenue Growth-30.3%-30.3%92.3%-1.7%—
EPS Growth-11.8%-11.8%288.9%-112.5%—
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

203.2%

muy exigente

EPS terminal req.

$4.18

Spread vs growth

-215.0%

5Y implied EPS CAGR

102.1%

muy exigente

EPS terminal req.

$5.06

Spread vs growth

-113.9%

10Y implied EPS CAGR

49.1%

muy exigente

EPS terminal req.

$8.15

Spread vs growth

-60.9%

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 +88.1%

Total return

+88.1%

Start / end P/E

147.9x → 314.2x

EPS bridge

0.17 → 0.15

Residual

-13.2%

EPS growth-11.8%
Multiple rerating+112.5%
Dividend+0.6%
Residual / FX / buybacks / cross-term-13.2%

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.