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003007.SZ$41.34-2.22%
Fair $41.34+0.0%

003007.SZ

Beijing ZZNode Technologies Co., Ltd.

Technology / Information Technology ServicesShenzhen

$41.34

-0.94 (-2.22%)

Fairly Valued+0.0%Fair Value $41.34Fund rank 21/100 · Data gapFallback financials|
SA 24/D
F-Score: 2/9
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 14%

FCF escenarios

weak_data · normalized FCF $-107.0M · quality 33.7/100

Data gap 21/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 3/100Data 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

24/100

D

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 1unknown: 3
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 2.0%, below the 5% threshold
Thesis & Journal · 003007.SZLocal privado en este navegador · Beijing ZZNode Technologies 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

$4.9B

P/E

179.7x

↑

EV/EBITDA

39.4x

↑

ROE

2.0%

↓

Gross Margin

57.1%

↑

Debt/Equity

1.18

↑
52-Week Range$41
$28$60

TradingView lightweight chart

003007.SZ price, volumen y niveles de valoración

Último $42.28Periodo +63.1%
Fair value: $41.34

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2025 · 4 años de histórico normalizado

Revenue CAGR

+6.1%

FCF CAGR

—

FCF margin

-250.5%

FCF / Net income

-59.99x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $424.5M · net income $17.7M · FCF $-1.06B

2021-FY → 2025-FY

Gross margin

57.1%+14.2% pts

Operating margin

10.7%+33.6% pts

Net margin

4.2%+25.2% pts

FCF margin

-250.5%-218.5% pts
MetricTTM
2025
2022
2021
Income Statement
Revenue$424.5M$424.5M$491.3M$334.4M
Net Income$17.7M$17.7M$38.6M$-70.3M
EBITDA$130.3M$130.3M$58.3M$-55.7M
EPS0.170.170.37—
Gross Margin57.1%57.1%54.7%42.9%
Operating Margin10.7%10.7%6.7%-22.9%
Net Margin4.2%4.2%7.9%-21.0%
Balance Sheet
Debt/Equity1.181.180.010.02
Current Ratio0.600.60——
Cash Flow
Free Cash Flow$-1.06B$-1.06B$-20.2M$-107.0M
Returns
ROE2.0%2.0%4.8%-8.7%
Valuation
P/E179.74179.7484.46—
EV/EBITDA39.4039.4053.40—
P/B4.814.814.022.35
Growth & Yield
Revenue Growth-13.6%-13.6%46.9%—
EPS Growth-54.1%-54.1%——
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%

3Y implied EPS CAGR

178.4%

muy exigente

EPS terminal req.

$3.67

Spread vs growth

-232.5%

5Y implied EPS CAGR

92.0%

muy exigente

EPS terminal req.

$4.44

Spread vs growth

-146.1%

10Y implied EPS CAGR

45.3%

muy exigente

EPS terminal req.

$7.15

Spread vs growth

-99.4%

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 +38.8%

Total return

+38.8%

Start / end P/E

80.6x → 243.2x

EPS bridge

0.37 → 0.17

Residual

-109.0%

EPS growth-54.1%
Multiple rerating+201.7%
Dividend+0.1%
Residual / FX / buybacks / cross-term-109.0%

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.