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001325.SZ$41.71+0.87%
Fair $41.71+0.0%

001325.SZ

Yachoo Technology Co., Ltd.

Consumer Cyclical / Auto PartsShenzhen

$41.71

+0.36 (+0.87%)

Fairly Valued+0.0%Fair Value $41.71Fund rank 36/100 · Data gapFallback financials|
SA 52/C
F-Score: 6/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $137.7M · quality 75.3/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 72/100Data 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

6/9

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 · 001325.SZLocal privado en este navegador · Yachoo 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

$3.3B

P/E

16.0x

↓

EV/EBITDA

6.6x

↓

ROE

8.8%

↑

Gross Margin

20.2%

↓

Debt/Equity

0.03

↓
52-Week Range$42
$41$79

TradingView lightweight chart

001325.SZ price, volumen y niveles de valoración

Último $41.71Periodo -38.0%
Fair value: $41.71

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

+4.3%

FCF CAGR

+16.2%

FCF margin

9.6%

FCF / Net income

0.87x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.43B · net income $157.8M · FCF $137.7M

2022-FY → 2025-FY

Gross margin

20.2%+1.4% pts

Operating margin

14.0%+0.3% pts

Net margin

11.0%+0.0% pts

FCF margin

9.6%+2.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.43B$1.43B$1.35B$1.14B$1.26B
Net Income$157.8M$157.8M$154.7M$177.6M$138.9M
EBITDA$259.3M$259.3M$255.5M$289.5M$247.3M
EPS2.682.682.633.022.36
Gross Margin20.2%20.2%20.0%25.7%18.8%
Operating Margin14.0%14.0%14.7%19.8%13.7%
Net Margin11.0%11.0%11.5%15.6%11.0%
Balance Sheet
Debt/Equity0.030.030.070.010.08
Current Ratio3.173.17———
Cash Flow
Free Cash Flow$137.7M$137.7M$86.6M$156.8M$87.7M
Returns
ROE8.8%8.8%12.6%16.7%15.6%
Valuation
P/E16.0416.04———
EV/EBITDA6.616.61———
P/B1.371.37———
Growth & Yield
Revenue Growth6.1%6.1%18.2%-9.5%—
EPS Growth1.9%1.9%-12.9%28.0%—

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

11.4%

razonable

EPS terminal req.

$3.70

Spread vs growth

-9.5%

5Y implied EPS CAGR

10.8%

razonable

EPS terminal req.

$4.48

Spread vs growth

-8.9%

10Y implied EPS CAGR

10.4%

razonable

EPS terminal req.

$7.21

Spread vs growth

-8.5%

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 · available periodreconcilia total -38.0%

Total return

-38.0%

Start / end P/E

25.6x → 15.6x

EPS bridge

2.63 → 2.68

Residual

-0.7%

EPS growth+1.9%
Multiple rerating-39.1%
Dividend+0.0%
Residual / FX / buybacks / cross-term-0.7%

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.