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001283.SZ$55.13+0.64%
Fair $55.13+0.0%

001283.SZ

Shenzhen Highpower Technology Co., Ltd.

Industrials / Electrical Equipment & PartsShenzhen

$55.13

+0.35 (+0.64%)

Fairly Valued+0.0%Fair Value $55.13Fund rank 25/100 · Data gapFallback financials|
SA 57/C
F-Score: 8/9

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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $-547.7M · quality 49.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

57/100

C

Piotroski

8/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 001283.SZLocal privado en este navegador · Shenzhen Highpower 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

$7.1B

P/E

29.0x

↑

EV/EBITDA

7.9x

↓

ROE

5.8%

↓

Gross Margin

19.8%

↓

Debt/Equity

0.46

↑
52-Week Range$55
$37$69

TradingView lightweight chart

001283.SZ price, volumen y niveles de valoración

Último $54.78Periodo -5.2%
Fair value: $55.13

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

+18.7%

FCF CAGR

—

FCF margin

0.7%

FCF / Net income

0.21x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.87B · net income $203.1M · FCF $43.5M

2022-FY → 2025-FY

Gross margin

19.8%-1.3% pts

Operating margin

6.3%+0.1% pts

Net margin

3.5%-1.1% pts

FCF margin

0.7%+11.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.87B$5.87B$5.11B$4.54B$3.51B
Net Income$203.1M$203.1M$91.3M$50.3M$159.1M
EBITDA$626.1M$626.1M$487.9M$260.2M$341.2M
EPS2.462.461.160.622.39
Gross Margin19.8%19.8%18.2%19.2%21.1%
Operating Margin6.3%6.3%3.3%2.4%6.2%
Net Margin3.5%3.5%1.8%1.1%4.5%
Balance Sheet
Debt/Equity0.460.461.010.910.31
Current Ratio1.161.16———
Cash Flow
Free Cash Flow$43.5M$43.5M$-547.7M$-1.15B$-373.8M
Returns
ROE5.8%5.8%3.8%2.0%7.1%
Valuation
P/E29.0229.0236.2664.3417.44
EV/EBITDA7.957.959.6412.777.20
P/B1.301.301.361.241.23
Growth & Yield
Revenue Growth14.8%14.8%12.5%29.5%—
EPS Growth112.1%112.1%87.1%-74.1%—
Dividend Yield0.7%0.7%———

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

25.8%

muy exigente

EPS terminal req.

$4.89

Spread vs growth

86.3%

5Y implied EPS CAGR

19.2%

exigente

EPS terminal req.

$5.92

Spread vs growth

92.9%

10Y implied EPS CAGR

14.5%

razonable

EPS terminal req.

$9.53

Spread vs growth

97.6%

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 +31.7%

Total return

+31.7%

Start / end P/E

36.3x → 22.4x

EPS bridge

1.16 → 2.46

Residual

-42.9%

EPS growth+112.1%
Multiple rerating-38.2%
Dividend+0.7%
Residual / FX / buybacks / cross-term-42.9%

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.