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002052.SZ$9.78-0.81%
Fair $9.78+0.0%

002052.SZ

Shenzhen Coship Electronics Co., Ltd.

Technology / Communication EquipmentShenzhen

$9.78

-0.08 (-0.81%)

Fairly Valued+0.0%Fair Value $9.78Fund rank 28/100 · Data gapFallback financials|
SA 50/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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $-12.5M · quality 50.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

50/100

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 · 002052.SZLocal privado en este navegador · Shenzhen Coship Electronics 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

$7.4B

P/E

122.3x

↑

EV/EBITDA

35.8x

↑

ROE

65.2%

↑

Gross Margin

41.5%

↑

Debt/Equity

0.04

↓
52-Week Range$10
$8$21

TradingView lightweight chart

002052.SZ price, volumen y niveles de valoración

Último $9.780Periodo +85.6%
Fair value: $9.780

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

+39.5%

FCF CAGR

—

FCF margin

-1.8%

FCF / Net income

-0.07x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $691.0M · net income $180.2M · FCF $-12.5M

2022-FY → 2025-FY

Gross margin

41.5%+34.3% pts

Operating margin

32.9%+54.3% pts

Net margin

26.1%+44.7% pts

FCF margin

-1.8%+9.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$691.0M$691.0M$599.4M$234.6M$254.8M
Net Income$180.2M$180.2M$69.6M$-74.7M$-47.6M
EBITDA$196.4M$196.4M$76.1M$-60.7M$-19.0M
EPS0.240.240.09-0.10-0.06
Gross Margin41.5%41.5%33.3%-4.4%7.2%
Operating Margin32.9%32.9%23.2%-32.9%-21.4%
Net Margin26.1%26.1%11.6%-31.9%-18.7%
Balance Sheet
Debt/Equity0.040.040.213.060.12
Current Ratio1.591.59———
Cash Flow
Free Cash Flow$-12.5M$-12.5M$336.1M$-46.1M$-29.5M
Returns
ROE65.2%65.2%79.9%-884.9%-56.6%
Valuation
P/E122.25122.2569.00——
EV/EBITDA35.8235.8259.01——
P/B26.5726.5755.16183.1725.59
Growth & Yield
Revenue Growth15.3%15.3%155.5%-7.9%—
EPS Growth166.7%166.7%190.0%-66.7%—

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

53.5%

muy exigente

EPS terminal req.

$0.87

Spread vs growth

113.2%

5Y implied EPS CAGR

34.3%

muy exigente

EPS terminal req.

$1.05

Spread vs growth

132.3%

10Y implied EPS CAGR

21.6%

exigente

EPS terminal req.

$1.69

Spread vs growth

145.1%

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 +2.3%

Total return

+2.3%

Start / end P/E

106.2x → 40.7x

EPS bridge

0.09 → 0.24

Residual

-102.7%

EPS growth+166.7%
Multiple rerating-61.6%
Dividend+0.0%
Residual / FX / buybacks / cross-term-102.7%

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.