StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
001388.SZ$33.36-2.71%
Fair $33.36+0.0%

001388.SZ

Shandong Senter Electronic Co.,Ltd.

Technology / Computer HardwareShenzhen

$33.36

-0.93 (-2.71%)

Fairly Valued+0.0%Fair Value $33.36Fund rank 31/100 · Data gapFallback financials|
SA 45/C
F-Score: 4/9

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 32% · confianza 25%

FCF escenarios

weak_data · normalized FCF $129.9M · quality 58.7/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 42/100Data 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

45/100

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: 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 · 001388.SZLocal privado en este navegador · Shandong Senter Electronic 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

$5.2B

P/E

39.2x

↑

EV/EBITDA

23.2x

↑

ROE

9.4%

↑

Gross Margin

32.9%

↑

Debt/Equity

0.00

↓
52-Week Range$33
$33$70

TradingView lightweight chart

001388.SZ price, volumen y niveles de valoración

Último $34.29Periodo -45.9%
Fair value: $33.36

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

+10.4%

FCF CAGR

—

FCF margin

15.0%

FCF / Net income

1.15x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.05B · net income $137.0M · FCF $158.1M

2022-FY → 2025-FY

Gross margin

32.9%-4.3% pts

Operating margin

16.0%-2.6% pts

Net margin

13.0%-2.0% pts

FCF margin

15.0%+15.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.05B$1.05B$1.01B$930.9M$781.8M
Net Income$137.0M$137.0M$142.8M$124.0M$117.5M
EBITDA$166.4M$166.4M$171.1M$150.1M$150.5M
EPS1.001.001.221.061.00
Gross Margin32.9%32.9%33.0%33.0%37.2%
Operating Margin16.0%16.0%17.8%16.6%18.6%
Net Margin13.0%13.0%14.2%13.3%15.0%
Balance Sheet
Debt/Equity0.000.000.000.040.02
Current Ratio3.053.05———
Cash Flow
Free Cash Flow$158.1M$158.1M$129.9M$36.1M$-4.6M
Returns
ROE9.4%9.4%16.7%17.5%20.0%
Valuation
P/E39.2539.25———
EV/EBITDA23.2223.22———
P/B3.133.13———
Growth & Yield
Revenue Growth4.7%4.7%8.0%19.1%—
EPS Growth-18.0%-18.0%15.1%6.0%—
Dividend Yield3.5%3.5%———

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

43.6%

muy exigente

EPS terminal req.

$2.96

Spread vs growth

-61.6%

5Y implied EPS CAGR

29.1%

muy exigente

EPS terminal req.

$3.58

Spread vs growth

-47.1%

10Y implied EPS CAGR

19.2%

exigente

EPS terminal req.

$5.77

Spread vs growth

-37.2%

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 -43.9%

Total return

-43.9%

Start / end P/E

52.0x → 33.4x

EPS bridge

1.22 → 1.00

Residual

+6.5%

EPS growth-18.0%
Multiple rerating-35.8%
Dividend+3.5%
Residual / FX / buybacks / cross-term+6.5%

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.