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001298.SZ$21.29-0.28%
Fair $21.29+0.0%

001298.SZ

Shenzhen Best of Best Holdings Co.,Ltd.

Technology / Electronic ComponentsShenzhen

$21.29

-0.06 (-0.28%)

Fairly Valued+0.0%Fair Value $21.29Fund rank 22/100 · Data gapFallback financials|
SA 43/C
F-Score: 4/9
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 16%

FCF escenarios

weak_data · normalized FCF $-383.2M · quality 33.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

43/100

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: 1unknown: 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. ROE is 4.7%, below the 5% threshold
Thesis & Journal · 001298.SZLocal privado en este navegador · Shenzhen Best of Best Holdings 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

$9.2B

P/E

62.6x

↑

EV/EBITDA

68.2x

↑

ROE

4.7%

↓

Gross Margin

4.7%

↓

Debt/Equity

0.76

↑
52-Week Range$21
$13$29

TradingView lightweight chart

001298.SZ price, volumen y niveles de valoración

Último $21.29Periodo +122.1%
Fair value: $21.29

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

+9.4%

FCF CAGR

—

FCF margin

-4.8%

FCF / Net income

-5.24x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.37B · net income $76.2M · FCF $-398.9M

2022-FY → 2025-FY

Gross margin

4.7%-0.3% pts

Operating margin

2.0%-0.5% pts

Net margin

0.9%-0.6% pts

FCF margin

-4.8%-7.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$8.37B$8.37B$7.23B$5.78B$6.40B
Net Income$76.2M$76.2M$30.1M$55.9M$99.2M
EBITDA$143.5M$143.5M$96.2M$122.0M$156.0M
EPS0.180.180.070.130.30
Gross Margin4.7%4.7%4.2%4.6%5.0%
Operating Margin2.0%2.0%1.5%1.4%2.6%
Net Margin0.9%0.9%0.4%1.0%1.6%
Balance Sheet
Debt/Equity0.760.760.340.400.45
Current Ratio1.481.48———
Cash Flow
Free Cash Flow$-398.9M$-398.9M$-383.2M$-38.7M$196.0M
Returns
ROE4.7%4.7%1.9%3.6%6.6%
Valuation
P/E62.6262.62161.9377.3627.47
EV/EBITDA68.2068.2053.6335.9216.74
P/B5.525.523.102.811.81
Growth & Yield
Revenue Growth15.7%15.7%25.2%-9.7%—
EPS Growth160.0%160.0%-48.2%-55.9%—
Dividend Yield0.3%0.3%———

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

119.2%

muy exigente

EPS terminal req.

$1.89

Spread vs growth

40.8%

5Y implied EPS CAGR

66.4%

muy exigente

EPS terminal req.

$2.29

Spread vs growth

93.6%

10Y implied EPS CAGR

35.3%

muy exigente

EPS terminal req.

$3.68

Spread vs growth

124.7%

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 +52.8%

Total return

+52.8%

Start / end P/E

202.4x → 118.7x

EPS bridge

0.07 → 0.18

Residual

-66.1%

EPS growth+160.0%
Multiple rerating-41.3%
Dividend+0.3%
Residual / FX / buybacks / cross-term-66.1%

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.