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002546.SZ$7.42-2.50%
Fair $7.42+0.0%

002546.SZ

Nanjing Xinlian Electronics Co., Ltd

Industrials / Electrical Equipment & PartsShenzhen

$7.42

-0.19 (-2.50%)

Fairly Valued+0.0%Fair Value $7.42Fund rank 31/100 · Data gapFallback financials|
SA 58/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 33% · confianza 24%

FCF escenarios

weak_data · normalized FCF $118.4M · quality 60.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 40/100Data 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

58/100

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 · 002546.SZLocal privado en este navegador · Nanjing Xinlian 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

$6.2B

P/E

11.1x

↓

EV/EBITDA

8.2x

↓

ROE

15.2%

↑

Gross Margin

38.3%

↑

Debt/Equity

0.01

↓
52-Week Range$7
$5$12

TradingView lightweight chart

002546.SZ price, volumen y niveles de valoración

Último $7.610Periodo +37.8%
Fair value: $7.420

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

+3.5%

FCF CAGR

+6.5%

FCF margin

17.2%

FCF / Net income

0.20x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $688.1M · net income $578.3M · FCF $118.4M

2022-FY → 2025-FY

Gross margin

38.3%+3.9% pts

Operating margin

22.4%+5.3% pts

Net margin

84.0%+82.2% pts

FCF margin

17.2%+1.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$688.1M$688.1M$766.6M$618.5M$620.7M
Net Income$578.3M$578.3M$266.7M$61.9M$11.2M
EBITDA$715.4M$715.4M$330.2M$78.1M$29.8M
EPS0.690.690.320.070.01
Gross Margin38.3%38.3%35.8%32.7%34.5%
Operating Margin22.4%22.4%21.2%15.0%17.2%
Net Margin84.0%84.0%34.8%10.0%1.8%
Balance Sheet
Debt/Equity0.010.010.010.010.01
Current Ratio12.7412.74———
Cash Flow
Free Cash Flow$118.4M$118.4M$241.7M$-13.0M$97.9M
Returns
ROE15.2%15.2%8.0%2.0%0.3%
Valuation
P/E11.0711.0712.5070.86374.00
EV/EBITDA8.228.229.3451.79129.33
P/B1.641.641.011.391.31
Growth & Yield
Revenue Growth-10.2%-10.2%23.9%-0.4%—
EPS Growth115.6%115.6%357.1%600.0%—
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

-1.6%

fácil

EPS terminal req.

$0.66

Spread vs growth

117.2%

5Y implied EPS CAGR

2.9%

fácil

EPS terminal req.

$0.80

Spread vs growth

112.7%

10Y implied EPS CAGR

6.4%

razonable

EPS terminal req.

$1.28

Spread vs growth

109.2%

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 +51.5%

Total return

+51.5%

Start / end P/E

15.5x → 10.8x

EPS bridge

0.32 → 0.69

Residual

-35.2%

EPS growth+115.6%
Multiple rerating-30.5%
Dividend+1.6%
Residual / FX / buybacks / cross-term-35.2%

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.