StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
002239.SZ$2.67-0.74%
Fair $2.67+0.0%

002239.SZ

Aotecar New Energy Technology Co., Ltd.

Consumer Cyclical / Auto PartsShenzhen

$2.67

-0.02 (-0.74%)

Fairly Valued+0.0%Fair Value $2.67Fund rank 30/100 · Data gapFallback financials|
SA 49/C
F-Score: 8/9
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 21%

FCF escenarios

weak_data · normalized FCF $138.3M · quality 53.7/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

49/100

C

Piotroski

8/9

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 3.4%, below the 5% threshold
Thesis & Journal · 002239.SZLocal privado en este navegador · Aotecar New Energy 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

$9.4B

P/E

44.5x

↑

EV/EBITDA

14.9x

↑

ROE

3.4%

↓

Gross Margin

14.2%

↓

Debt/Equity

0.13

↓
52-Week Range$3
$3$4

TradingView lightweight chart

002239.SZ price, volumen y niveles de valoración

Último $2.670Periodo -9.9%
Fair value: $2.670

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

+9.6%

FCF CAGR

+143.2%

FCF margin

11.2%

FCF / Net income

4.70x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.20B · net income $194.9M · FCF $916.0M

2022-FY → 2025-FY

Gross margin

14.2%-1.0% pts

Operating margin

3.8%-0.3% pts

Net margin

2.4%+0.9% pts

FCF margin

11.2%+10.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$8.20B$8.20B$8.14B$6.85B$6.23B
Net Income$194.9M$194.9M$105.8M$73.2M$89.0M
EBITDA$573.5M$573.5M$558.8M$584.5M$483.8M
EPS0.060.060.030.020.03
Gross Margin14.2%14.2%13.4%11.8%15.2%
Operating Margin3.8%3.8%4.4%3.2%4.2%
Net Margin2.4%2.4%1.3%1.1%1.4%
Balance Sheet
Debt/Equity0.130.130.270.290.29
Current Ratio1.271.27———
Cash Flow
Free Cash Flow$916.0M$916.0M$138.3M$-248.7M$63.6M
Returns
ROE3.4%3.4%1.9%1.3%1.6%
Valuation
P/E44.5044.5086.06149.5084.00
EV/EBITDA14.9414.9416.7618.0315.39
P/B1.511.511.651.971.35
Growth & Yield
Revenue Growth0.7%0.7%18.8%10.0%—
EPS Growth81.8%81.8%65.0%-33.3%—
Dividend Yield0.1%0.1%———

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

58.1%

muy exigente

EPS terminal req.

$0.24

Spread vs growth

23.8%

5Y implied EPS CAGR

36.7%

muy exigente

EPS terminal req.

$0.29

Spread vs growth

45.1%

10Y implied EPS CAGR

22.6%

exigente

EPS terminal req.

$0.46

Spread vs growth

59.2%

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 · 1Y approxreconcilia total -13.2%

Total return

-13.2%

Start / end P/E

93.3x → 44.5x

EPS bridge

0.03 → 0.06

Residual

-42.8%

EPS growth+81.8%
Multiple rerating-52.3%
Dividend+0.1%
Residual / FX / buybacks / cross-term-42.8%

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.