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001316.SZ$36.12-0.17%
Fair $36.12+0.0%

001316.SZ

Lubair Aviation Technology Co., Ltd.

Industrials / Aerospace & DefenseShenzhen

$36.12

-0.06 (-0.17%)

Fairly Valued+0.0%Fair Value $36.12Fund rank 26/100 · Data gapFallback financials|
SA 68/B
F-Score: 7/9

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 18%

FCF escenarios

weak_data · normalized FCF $12.2M · quality 44.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

68/100

B

Piotroski

7/9

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 · 001316.SZLocal privado en este navegador · Lubair Aviation 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

$5.8B

P/E

27.4x

↑

EV/EBITDA

16.3x

↑

ROE

14.0%

↑

Gross Margin

29.1%

↑

Debt/Equity

0.04

↓
52-Week Range$36
$21$45

TradingView lightweight chart

001316.SZ price, volumen y niveles de valoración

Último $36.18Periodo +68.6%
Fair value: $36.12

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

+29.4%

FCF CAGR

—

FCF margin

17.0%

FCF / Net income

1.13x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.22B · net income $183.9M · FCF $206.9M

2022-FY → 2025-FY

Gross margin

29.1%+0.7% pts

Operating margin

18.9%+2.1% pts

Net margin

15.1%+1.0% pts

FCF margin

17.0%+24.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.22B$1.22B$909.4M$825.7M$562.1M
Net Income$183.9M$183.9M$88.5M$92.4M$79.2M
EBITDA$237.9M$237.9M$131.5M$117.2M$103.9M
EPS1.611.610.780.820.81
Gross Margin29.1%29.1%28.0%24.4%28.3%
Operating Margin18.9%18.9%14.5%12.1%16.8%
Net Margin15.1%15.1%9.7%11.2%14.1%
Balance Sheet
Debt/Equity0.040.040.040.000.00
Current Ratio5.755.75———
Cash Flow
Free Cash Flow$206.9M$206.9M$12.2M$-37.1M$-39.1M
Returns
ROE14.0%14.0%7.4%8.1%7.6%
Valuation
P/E27.3627.3617.5621.7724.41
EV/EBITDA16.3016.307.8011.9913.45
P/B3.143.141.301.751.84
Growth & Yield
Revenue Growth33.8%33.8%10.1%46.9%—
EPS Growth106.5%106.5%-4.6%1.4%—
Dividend Yield2.4%2.4%———

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

25.7%

muy exigente

EPS terminal req.

$3.21

Spread vs growth

80.8%

5Y implied EPS CAGR

19.2%

exigente

EPS terminal req.

$3.88

Spread vs growth

87.3%

10Y implied EPS CAGR

14.5%

razonable

EPS terminal req.

$6.25

Spread vs growth

92.0%

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 +58.2%

Total return

+58.2%

Start / end P/E

29.7x → 22.4x

EPS bridge

0.78 → 1.61

Residual

-26.2%

EPS growth+106.5%
Multiple rerating-24.6%
Dividend+2.4%
Residual / FX / buybacks / cross-term-26.2%

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.