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002658.SZ$7.80+1.56%
Fair $7.80+0.0%

002658.SZ

Beijing SDL Technology Co.,Ltd.

Technology / Scientific & Technical InstrumentsShenzhen

$7.80

+0.12 (+1.56%)

Fairly Valued+0.0%Fair Value $7.80Fund rank 38/100 · Data gapFallback financials|
SA 41/C
F-Score: 4/9
Declining Revenue

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $221.8M · quality 83.3/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 81/100Data 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

41/100

C

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: 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. Revenue has declined for 2 consecutive years
Thesis & Journal · 002658.SZLocal privado en este navegador · Beijing SDL 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

$5.0B

P/E

32.5x

↑

EV/EBITDA

20.0x

↑

ROE

5.7%

↑

Gross Margin

43.6%

↑

Debt/Equity

0.00

↓
52-Week Range$8
$7$12

TradingView lightweight chart

002658.SZ price, volumen y niveles de valoración

Último $7.800Periodo +27.6%
Fair value: $7.800

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

-2.4%

FCF CAGR

+9.4%

FCF margin

15.9%

FCF / Net income

1.47x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.40B · net income $150.9M · FCF $221.8M

2022-FY → 2025-FY

Gross margin

43.6%-2.9% pts

Operating margin

15.2%-7.2% pts

Net margin

10.8%-8.1% pts

FCF margin

15.9%+4.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.40B$1.40B$1.42B$1.51B$1.50B
Net Income$150.9M$150.9M$168.5M$202.8M$283.7M
EBITDA$220.7M$220.7M$237.6M$283.1M$380.3M
EPS0.240.240.270.320.45
Gross Margin43.6%43.6%42.0%41.4%46.5%
Operating Margin15.2%15.2%14.1%14.4%22.4%
Net Margin10.8%10.8%11.9%13.4%18.9%
Balance Sheet
Debt/Equity0.000.000.000.000.11
Current Ratio6.986.98———
Cash Flow
Free Cash Flow$221.8M$221.8M$220.9M$289.2M$169.5M
Returns
ROE5.7%5.7%6.5%7.6%10.7%
Valuation
P/E32.5032.5022.0725.9419.07
EV/EBITDA19.9719.9713.2915.9511.96
P/B1.861.861.441.972.04
Growth & Yield
Revenue Growth-1.6%-1.6%-6.0%0.4%—
EPS Growth-11.1%-11.1%-15.6%-28.9%—
Dividend Yield2.6%2.6%———

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

42.3%

muy exigente

EPS terminal req.

$0.69

Spread vs growth

-53.4%

5Y implied EPS CAGR

28.4%

muy exigente

EPS terminal req.

$0.84

Spread vs growth

-39.5%

10Y implied EPS CAGR

18.8%

exigente

EPS terminal req.

$1.35

Spread vs growth

-30.0%

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 +13.5%

Total return

+13.5%

Start / end P/E

26.0x → 32.5x

EPS bridge

0.27 → 0.24

Residual

-2.8%

EPS growth-11.1%
Multiple rerating+24.8%
Dividend+2.6%
Residual / FX / buybacks / cross-term-2.8%

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.