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002912.SZ$21.10-3.39%
Fair $21.10+0.0%

002912.SZ

Shenzhen Sinovatio Technology Co., Ltd.

Technology / Information Technology ServicesShenzhen

$21.10

-0.74 (-3.39%)

Fairly Valued+0.0%Fair Value $21.10Fund rank 32/100 · Data gapFallback financials|
SA 47/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 32% · confianza 23%

FCF escenarios

weak_data · normalized FCF $82.2M · quality 54.7/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 35/100Data 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

47/100

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 4.0%, below the 5% threshold
Thesis & Journal · 002912.SZLocal privado en este navegador · Shenzhen Sinovatio 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

$3.6B

P/E

131.9x

↑

EV/EBITDA

25.8x

↑

ROE

4.0%

↓

Gross Margin

71.2%

↑

Debt/Equity

0.00

↓
52-Week Range$21
$21$36

TradingView lightweight chart

002912.SZ price, volumen y niveles de valoración

Último $21.10Periodo +24.1%
Fair value: $21.10

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

+19.9%

FCF CAGR

—

FCF margin

11.0%

FCF / Net income

1.18x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $750.9M · net income $69.4M · FCF $82.2M

2022-FY → 2025-FY

Gross margin

71.2%+5.0% pts

Operating margin

8.9%+52.4% pts

Net margin

9.2%+37.3% pts

FCF margin

11.0%+42.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$750.9M$750.9M$658.5M$653.2M$435.8M
Net Income$69.4M$69.4M$59.9M$114.2M$-122.1M
EBITDA$102.3M$102.3M$93.7M$149.4M$-131.6M
EPS0.410.410.350.67-0.71
Gross Margin71.2%71.2%74.9%76.7%66.1%
Operating Margin8.9%8.9%4.2%11.4%-43.5%
Net Margin9.2%9.2%9.1%17.5%-28.0%
Balance Sheet
Debt/Equity0.000.000.010.010.00
Current Ratio3.903.90———
Cash Flow
Free Cash Flow$82.2M$82.2M$103.8M$71.3M$-135.8M
Returns
ROE4.0%4.0%3.6%6.8%-7.8%
Valuation
P/E131.88131.8865.8639.37—
EV/EBITDA25.8125.8133.6325.19—
P/B2.082.082.352.693.97
Growth & Yield
Revenue Growth14.0%14.0%0.8%49.9%—
EPS Growth17.1%17.1%-47.8%194.4%—
Dividend Yield1.8%1.8%———

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

65.9%

muy exigente

EPS terminal req.

$1.87

Spread vs growth

-48.8%

5Y implied EPS CAGR

40.8%

muy exigente

EPS terminal req.

$2.27

Spread vs growth

-23.6%

10Y implied EPS CAGR

24.4%

exigente

EPS terminal req.

$3.65

Spread vs growth

-7.3%

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 -7.8%

Total return

-7.8%

Start / end P/E

66.7x → 51.5x

EPS bridge

0.35 → 0.41

Residual

-3.9%

EPS growth+17.1%
Multiple rerating-22.9%
Dividend+1.8%
Residual / FX / buybacks / cross-term-3.9%

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.