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001368.SZ$24.82-2.67%
Fair $24.82+0.0%

001368.SZ

Tongda Smart Tech (Xiamen) Co., Ltd.

Consumer Cyclical / Furnishings, Fixtures & AppliancesShenzhen

$24.82

-0.68 (-2.67%)

Fairly Valued+0.0%Fair Value $24.82Fund rank 34/100 · Data gapFallback financials|
SA 40/C
F-Score: 5/9
Margin Compression

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $34.7M · quality 73.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 68/100Data 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

40/100

C

Piotroski

5/9

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. 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
Thesis & Journal · 001368.SZLocal privado en este navegador · Tongda Smart Tech (Xiamen) 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

$2.8B

P/E

28.2x

↑

EV/EBITDA

16.5x

↑

ROE

7.1%

↑

Gross Margin

24.5%

↓

Debt/Equity

0.01

↓
52-Week Range$25
$21$34

TradingView lightweight chart

001368.SZ price, volumen y niveles de valoración

Último $24.82Periodo -31.4%
Fair value: $24.82

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

-22.0%

FCF margin

2.0%

FCF / Net income

0.22x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.06B · net income $98.2M · FCF $21.5M

2022-FY → 2025-FY

Gross margin

24.5%-0.6% pts

Operating margin

9.4%-5.4% pts

Net margin

9.3%-4.8% pts

FCF margin

2.0%-2.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.06B$1.06B$971.4M$799.1M$931.3M
Net Income$98.2M$98.2M$103.0M$101.1M$131.6M
EBITDA$163.9M$163.9M$161.8M$156.6M$176.3M
EPS0.860.860.900.961.57
Gross Margin24.5%24.5%26.2%27.3%25.1%
Operating Margin9.4%9.4%10.3%12.4%14.8%
Net Margin9.3%9.3%10.6%12.7%14.1%
Balance Sheet
Debt/Equity0.010.010.010.01—
Current Ratio3.103.10———
Cash Flow
Free Cash Flow$21.5M$21.5M$36.8M$34.7M$45.4M
Returns
ROE7.1%7.1%7.6%7.2%18.7%
Valuation
P/E28.2028.2021.1126.87—
EV/EBITDA16.5316.5312.0714.10—
P/B2.052.051.601.93—
Growth & Yield
Revenue Growth8.7%8.7%21.6%-14.2%—
EPS Growth-4.4%-4.4%-6.2%-38.9%—
Dividend Yield2.5%2.5%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

36.8%

muy exigente

EPS terminal req.

$2.20

Spread vs growth

-41.3%

5Y implied EPS CAGR

25.4%

muy exigente

EPS terminal req.

$2.66

Spread vs growth

-29.8%

10Y implied EPS CAGR

17.4%

exigente

EPS terminal req.

$4.29

Spread vs growth

-21.9%

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 +10.6%

Total return

+10.6%

Start / end P/E

25.5x → 28.9x

EPS bridge

0.90 → 0.86

Residual

-0.6%

EPS growth-4.4%
Multiple rerating+13.2%
Dividend+2.5%
Residual / FX / buybacks / cross-term-0.6%

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.