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002857.SZ$19.38-2.52%
Fair $19.38+0.0%

002857.SZ

SMS Electric Co.,Ltd.Zhengzhou

Technology / Scientific & Technical InstrumentsShenzhen

$19.38

-0.50 (-2.52%)

Fairly Valued+0.0%Fair Value $19.38Fund rank 32/100 · Data gapFallback financials|
SA 30/D
F-Score: 1/9
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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $35.0M · quality 55.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 34/100Data 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

30/100

D

Piotroski

1/9

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 -8.6%, below the 5% threshold
Thesis & Journal · 002857.SZLocal privado en este navegador · SMS Electric Co.,Ltd.Zhengzhou
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

$2.5B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-8.6%

↓

Gross Margin

17.1%

↓

Debt/Equity

0.03

↓
52-Week Range$19
$18$31

TradingView lightweight chart

002857.SZ price, volumen y niveles de valoración

Último $19.88Periodo +95.7%
Fair value: $19.38

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

+22.9%

FCF CAGR

—

FCF margin

-18.3%

FCF / Net income

1.58x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $362.5M · net income $-41.9M · FCF $-66.5M

2022-FY → 2025-FY

Gross margin

17.1%-20.9% pts

Operating margin

-15.6%-21.3% pts

Net margin

-11.6%-18.2% pts

FCF margin

-18.3%-35.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$362.5M$362.5M$680.7M$326.2M$195.2M
Net Income$-41.9M$-41.9M$18.1M$5.9M$12.9M
EBITDA$-37.2M$-37.2M$44.5M$12.7M$16.2M
EPS-0.32-0.320.140.050.10
Gross Margin17.1%17.1%22.5%24.9%38.0%
Operating Margin-15.6%-15.6%4.4%-0.9%5.8%
Net Margin-11.6%-11.6%2.7%1.8%6.6%
Balance Sheet
Debt/Equity0.030.030.040.03—
Current Ratio1.711.71———
Cash Flow
Free Cash Flow$-66.5M$-66.5M$97.3M$35.0M$33.6M
Returns
ROE-8.6%-8.6%3.4%1.1%2.5%
Valuation
P/E——82.71325.40148.80
EV/EBITDA——27.67126.26103.56
P/B5.215.212.843.633.65
Growth & Yield
Revenue Growth-46.7%-46.7%108.7%67.1%—
EPS Growth-328.6%-328.6%180.0%-50.0%—
Dividend Yield0.1%0.1%———

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 +3.8%

Total return

+3.8%

Start / end P/E

n/dx → n/dx

EPS bridge

0.14 → -0.32

Residual

+3.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.1%
Residual / FX / buybacks / cross-term+3.7%

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.