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002380.SZ$39.30+0.23%
Fair $39.30+0.0%

002380.SZ

Nanjing Sciyon Wisdom Technology Group Co., Ltd.

Technology / Scientific & Technical InstrumentsShenzhen

$39.30

+0.09 (+0.23%)

Fairly Valued+0.0%Fair Value $39.30Fund rank 34/100 · Data gapFallback financials|
SA 67/B
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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $209.0M · quality 64.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 55/100Data 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

67/100

B

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 · 002380.SZLocal privado en este navegador · Nanjing Sciyon Wisdom Technology Group 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

61.4x

↑

EV/EBITDA

30.6x

↑

ROE

5.9%

↑

Gross Margin

43.1%

↑

Debt/Equity

0.03

↓
52-Week Range$39
$22$51

TradingView lightweight chart

002380.SZ price, volumen y niveles de valoración

Último $39.73Periodo +53.3%
Fair value: $39.30

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

+17.4%

FCF CAGR

+148.5%

FCF margin

28.1%

FCF / Net income

3.78x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.87B · net income $138.9M · FCF $525.1M

2022-FY → 2025-FY

Gross margin

43.1%+11.6% pts

Operating margin

20.5%+20.0% pts

Net margin

7.4%+45.0% pts

FCF margin

28.1%+25.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.87B$1.87B$1.68B$1.41B$1.15B
Net Income$138.9M$138.9M$251.8M$160.8M$-433.7M
EBITDA$289.4M$289.4M$320.4M$204.6M$-454.7M
EPS0.580.581.050.68-1.81
Gross Margin43.1%43.1%44.3%39.1%31.5%
Operating Margin20.5%20.5%18.0%10.3%0.5%
Net Margin7.4%7.4%15.0%11.4%-37.6%
Balance Sheet
Debt/Equity0.030.030.020.010.04
Current Ratio2.192.19———
Cash Flow
Free Cash Flow$525.1M$525.1M$209.0M$132.8M$34.2M
Returns
ROE5.9%5.9%11.3%8.2%-25.1%
Valuation
P/E61.4161.4116.5624.54—
EV/EBITDA30.6530.6510.6816.07—
P/B3.993.991.872.012.13
Growth & Yield
Revenue Growth11.0%11.0%19.6%21.9%—
EPS Growth-44.8%-44.8%54.4%137.6%—
Dividend Yield0.5%0.5%———

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

81.8%

muy exigente

EPS terminal req.

$3.49

Spread vs growth

-126.6%

5Y implied EPS CAGR

48.7%

muy exigente

EPS terminal req.

$4.22

Spread vs growth

-93.5%

10Y implied EPS CAGR

27.9%

muy exigente

EPS terminal req.

$6.80

Spread vs growth

-72.7%

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 +66.0%

Total return

+66.0%

Start / end P/E

22.9x → 68.5x

EPS bridge

1.05 → 0.58

Residual

-89.3%

EPS growth-44.8%
Multiple rerating+199.6%
Dividend+0.5%
Residual / FX / buybacks / cross-term-89.3%

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.