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002845.SZ$15.53+2.98%
Fair $15.53+0.0%

002845.SZ

Shenzhen TXD Technology Co.,Ltd.

Technology / Electronic ComponentsShenzhen

$15.53

+0.45 (+2.98%)

Fairly Valued+0.0%Fair Value $15.53Fund rank 24/100 · Data gapFallback financials|
SA 46/C
F-Score: 7/9
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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-13.3M · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 7/100Data 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

46/100

C

Piotroski

7/9

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 1.7%, below the 5% threshold
Thesis & Journal · 002845.SZLocal privado en este navegador · Shenzhen TXD 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

$5.1B

P/E

119.5x

↑

EV/EBITDA

17.5x

↑

ROE

1.7%

↓

Gross Margin

8.0%

↓

Debt/Equity

0.66

↑
52-Week Range$16
$13$17

TradingView lightweight chart

002845.SZ price, volumen y niveles de valoración

Último $15.53Periodo +71.7%
Fair value: $15.53

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

+5.8%

FCF CAGR

-43.5%

FCF margin

0.8%

FCF / Net income

1.89x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $9.97B · net income $41.8M · FCF $79.1M

2022-FY → 2025-FY

Gross margin

8.0%+1.9% pts

Operating margin

1.5%+1.8% pts

Net margin

0.4%+0.9% pts

FCF margin

0.8%-4.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$9.97B$9.97B$9.56B$8.51B$8.42B
Net Income$41.8M$41.8M$32.5M$48.0M$-40.2M
EBITDA$309.5M$309.5M$242.2M$249.3M$162.7M
EPS0.130.130.100.15-0.15
Gross Margin8.0%8.0%6.9%8.1%6.1%
Operating Margin1.5%1.5%0.7%0.9%-0.3%
Net Margin0.4%0.4%0.3%0.6%-0.5%
Balance Sheet
Debt/Equity0.660.660.550.410.43
Current Ratio1.011.01———
Cash Flow
Free Cash Flow$79.1M$79.1M$-13.3M$-197.9M$439.5M
Returns
ROE1.7%1.7%1.2%1.8%-1.5%
Valuation
P/E119.46119.46144.60109.73—
EV/EBITDA17.4617.4620.7522.0025.99
P/B2.032.031.721.951.61
Growth & Yield
Revenue Growth4.3%4.3%12.3%1.1%—
EPS Growth30.0%30.0%-33.3%200.0%—
Dividend Yield0.3%0.3%———

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

119.7%

muy exigente

EPS terminal req.

$1.38

Spread vs growth

-89.7%

5Y implied EPS CAGR

66.6%

muy exigente

EPS terminal req.

$1.67

Spread vs growth

-36.6%

10Y implied EPS CAGR

35.4%

muy exigente

EPS terminal req.

$2.69

Spread vs growth

-5.4%

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 +15.0%

Total return

+15.0%

Start / end P/E

135.4x → 119.5x

EPS bridge

0.10 → 0.13

Residual

-3.5%

EPS growth+30.0%
Multiple rerating-11.8%
Dividend+0.3%
Residual / FX / buybacks / cross-term-3.5%

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.