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002093.SZ$7.33-2.27%
Fair $7.33+0.0%

002093.SZ

Guomai Technologies, Inc.

Technology / Information Technology ServicesShenzhen

$7.33

-0.17 (-2.27%)

Fairly Valued+0.0%Fair Value $7.33Fund rank 26/100 · Data gapFallback financials|
SA 29/D
F-Score: 5/9
Low Profitability

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 33% · confianza 18%

FCF escenarios

weak_data · normalized FCF $100.6M · quality 35.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 31/100Data 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

29/100

D

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. ROE is 4.6%, below the 5% threshold
Thesis & Journal · 002093.SZLocal privado en este navegador · Guomai Technologies, Inc.
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

104.7x

↑

EV/EBITDA

23.0x

↑

ROE

4.6%

↓

Gross Margin

38.5%

↑

Debt/Equity

N/A

•
52-Week Range$7
$7$15

TradingView lightweight chart

002093.SZ price, volumen y niveles de valoración

Último $7.500Periodo +270.5%
Fair value: $7.330

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

+4.6%

FCF CAGR

+30.2%

FCF margin

24.5%

FCF / Net income

0.82x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $588.3M · net income $176.7M · FCF $144.3M

2022-FY → 2025-FY

Gross margin

38.5%-13.5% pts

Operating margin

24.3%+7.8% pts

Net margin

30.0%+16.1% pts

FCF margin

24.5%+11.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$588.3M$588.3M$549.4M$532.7M$514.6M
Net Income$176.7M$176.7M$168.6M$104.5M$71.6M
EBITDA$313.0M$313.0M$282.8M$184.1M$119.9M
EPS0.180.180.170.100.07
Gross Margin38.5%38.5%39.4%47.2%52.1%
Operating Margin24.3%24.3%23.0%20.3%16.5%
Net Margin30.0%30.0%30.7%19.6%13.9%
Balance Sheet
Debt/Equity———0.020.03
Current Ratio4.544.54———
Cash Flow
Free Cash Flow$144.3M$144.3M$100.6M$-232.8M$65.4M
Returns
ROE4.6%4.6%4.6%2.9%2.0%
Valuation
P/E104.71104.7142.4270.78110.55
EV/EBITDA22.9522.9524.7039.7364.27
P/B1.891.891.962.032.23
Growth & Yield
Revenue Growth7.1%7.1%3.1%3.5%—
EPS Growth4.8%4.8%63.5%45.9%—
Dividend Yield1.6%1.6%———

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

54.1%

muy exigente

EPS terminal req.

$0.65

Spread vs growth

-49.3%

5Y implied EPS CAGR

34.7%

muy exigente

EPS terminal req.

$0.79

Spread vs growth

-29.8%

10Y implied EPS CAGR

21.7%

exigente

EPS terminal req.

$1.27

Spread vs growth

-16.9%

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 -37.0%

Total return

-37.0%

Start / end P/E

70.4x → 41.2x

EPS bridge

0.17 → 0.18

Residual

-2.0%

EPS growth+4.8%
Multiple rerating-41.4%
Dividend+1.6%
Residual / FX / buybacks / cross-term-2.0%

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.