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002937.SZ$34.93+6.98%
Fair $34.93+0.0%

002937.SZ

Ningbo Sunrise Elc Technology Co.,Ltd

Technology / Electronic ComponentsShenzhen

$34.93

+2.28 (+6.98%)

Fairly Valued+0.0%Fair Value $34.93Fund rank 31/100 · Data gapFallback financials|
SA 54/C
F-Score: 3/9
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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $130.5M · quality 62.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 46/100Data 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

54/100

C

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: 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 · 002937.SZLocal privado en este navegador · Ningbo Sunrise Elc 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

$10.6B

P/E

74.3x

↑

EV/EBITDA

37.6x

↑

ROE

9.2%

↑

Gross Margin

23.6%

↓

Debt/Equity

0.28

↑
52-Week Range$35
$16$38

TradingView lightweight chart

002937.SZ price, volumen y niveles de valoración

Último $34.93Periodo +290.6%
Fair value: $34.93

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

-0.1%

FCF CAGR

-26.7%

FCF margin

0.9%

FCF / Net income

0.11x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.76B · net income $144.6M · FCF $15.4M

2022-FY → 2025-FY

Gross margin

23.6%-2.7% pts

Operating margin

10.6%-2.0% pts

Net margin

8.2%-4.2% pts

FCF margin

0.9%-1.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.76B$1.76B$1.90B$2.01B$1.77B
Net Income$144.6M$144.6M$228.5M$267.0M$218.9M
EBITDA$268.7M$268.7M$353.6M$372.9M$290.7M
EPS0.490.490.770.870.74
Gross Margin23.6%23.6%25.4%26.7%26.4%
Operating Margin10.6%10.6%12.9%15.2%12.7%
Net Margin8.2%8.2%12.0%13.3%12.4%
Balance Sheet
Debt/Equity0.280.280.260.270.08
Current Ratio2.282.28———
Cash Flow
Free Cash Flow$15.4M$15.4M$130.5M$145.6M$39.2M
Returns
ROE9.2%9.2%14.3%17.4%17.4%
Valuation
P/E74.3274.3220.7128.3033.36
EV/EBITDA37.5637.5612.0919.6324.05
P/B6.586.582.964.945.81
Growth & Yield
Revenue Growth-7.5%-7.5%-5.2%13.5%—
EPS Growth-36.4%-36.4%-11.5%17.6%—
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

84.9%

muy exigente

EPS terminal req.

$3.10

Spread vs growth

-121.3%

5Y implied EPS CAGR

50.2%

muy exigente

EPS terminal req.

$3.75

Spread vs growth

-86.6%

10Y implied EPS CAGR

28.6%

muy exigente

EPS terminal req.

$6.04

Spread vs growth

-64.9%

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 +94.8%

Total return

+94.8%

Start / end P/E

23.5x → 71.3x

EPS bridge

0.77 → 0.49

Residual

-73.9%

EPS growth-36.4%
Multiple rerating+203.3%
Dividend+1.8%
Residual / FX / buybacks / cross-term-73.9%

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.