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001278.SZ$18.68+2.36%
Fair $18.68+0.0%

001278.SZ

Ningbo Yibin Electronic Technology Co., Ltd.

Consumer Cyclical / Auto PartsShenzhen

$18.68

+0.43 (+2.36%)

Fairly Valued+0.0%Fair Value $18.68Fund rank 23/100 · Data gapFallback financials|
SA 23/D
F-Score: 2/9
Margin CompressionLow 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 17%

FCF escenarios

weak_data · normalized FCF $-172.5M · quality 40.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

23/100

D

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Operating margin has declined for 3 consecutive years ROE is -6.0%, below the 5% threshold
Thesis & Journal · 001278.SZLocal privado en este navegador · Ningbo Yibin Electronic 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

$2.3B

P/E

N/A

•

EV/EBITDA

57.1x

↑

ROE

-6.0%

↓

Gross Margin

13.7%

↓

Debt/Equity

0.94

↑
52-Week Range$19
$16$27

TradingView lightweight chart

001278.SZ price, volumen y niveles de valoración

Último $18.68Periodo -23.7%
Fair value: $18.68

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

—

FCF margin

-7.9%

FCF / Net income

2.33x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.18B · net income $-74.0M · FCF $-172.5M

2022-FY → 2025-FY

Gross margin

13.7%-7.3% pts

Operating margin

-1.0%-9.6% pts

Net margin

-3.4%-9.3% pts

FCF margin

-7.9%-4.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.18B$2.18B$2.18B$2.07B$1.86B
Net Income$-74.0M$-74.0M$30.5M$102.4M$110.7M
EBITDA$49.0M$49.0M$144.2M$192.5M$216.5M
EPS——0.250.921.19
Gross Margin13.7%13.7%20.1%21.2%21.0%
Operating Margin-1.0%-1.0%5.0%7.3%8.6%
Net Margin-3.4%-3.4%1.4%4.9%5.9%
Balance Sheet
Debt/Equity0.940.940.580.400.54
Current Ratio0.980.98———
Cash Flow
Free Cash Flow$-172.5M$-172.5M$-466.8M$-40.9M$-63.9M
Returns
ROE-6.0%-6.0%2.3%7.9%15.1%
Valuation
P/E——59.4126.05—
EV/EBITDA57.1057.1013.8111.99—
P/B1.891.891.382.07—
Growth & Yield
Revenue Growth-0.1%-0.1%5.4%11.3%—
EPS Growth——-73.3%-22.4%—
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%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +12.3%

Total return

+12.3%

Start / end P/E

n/dx → n/dx

EPS bridge

0.25 → n/d

Residual

+11.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.5%
Residual / FX / buybacks / cross-term+11.7%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.