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002660.SZ$7.77-2.88%
Fair $7.77+0.0%

002660.SZ

Moso Power Supply Technology Co.,Ltd

Technology / Electronic ComponentsShenzhen

$7.77

-0.23 (-2.88%)

Fairly Valued+0.0%Fair Value $7.77Fund rank 27/100 · Data gapFallback financials|
SA 18/F
F-Score: 3/9
Declining RevenueLow 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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-5.4M · quality 46.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

18/100

F

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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 3 consecutive years ROE is -22.8%, below the 5% threshold
Thesis & Journal · 002660.SZLocal privado en este navegador · Moso Power Supply 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

$2.8B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-22.8%

↓

Gross Margin

10.5%

↓

Debt/Equity

0.12

↓
52-Week Range$8
$8$11

TradingView lightweight chart

002660.SZ price, volumen y niveles de valoración

Último $8.000Periodo -15.1%
Fair value: $7.770

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

-7.4%

FCF CAGR

—

FCF margin

-0.4%

FCF / Net income

0.02x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.23B · net income $-234.3M · FCF $-5.4M

2022-FY → 2025-FY

Gross margin

10.5%-11.5% pts

Operating margin

-14.6%-20.1% pts

Net margin

-19.1%-24.6% pts

FCF margin

-0.4%-10.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.23B$1.23B$1.30B$1.33B$1.54B
Net Income$-234.3M$-234.3M$67.5M$76.6M$84.9M
EBITDA$-220.4M$-220.4M$95.4M$115.7M$138.5M
EPS-0.66-0.660.190.210.27
Gross Margin10.5%10.5%23.5%26.4%22.0%
Operating Margin-14.6%-14.6%2.6%5.8%5.5%
Net Margin-19.1%-19.1%5.2%5.8%5.5%
Balance Sheet
Debt/Equity0.120.120.060.050.03
Current Ratio1.781.78———
Cash Flow
Free Cash Flow$-5.4M$-5.4M$18.7M$-151.4M$151.0M
Returns
ROE-22.8%-22.8%5.2%6.1%6.9%
Valuation
P/E——48.5350.6730.22
EV/EBITDA——30.9428.7214.32
P/B2.692.692.523.072.08
Growth & Yield
Revenue Growth-5.4%-5.4%-2.5%-13.9%—
EPS Growth-447.4%-447.4%-9.5%-22.2%—
Dividend Yield1.1%1.1%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -15.2%

Total return

-15.2%

Start / end P/E

n/dx → n/dx

EPS bridge

0.19 → -0.66

Residual

-16.4%

EPS growthn/d
Multiple reratingn/d
Dividend+1.1%
Residual / FX / buybacks / cross-term-16.4%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.