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003010.SZ$26.23+1.59%
Fair $26.23+0.0%

003010.SZ

Guangzhou Ruoyuchen Technology Co.,Ltd.

Communication Services / Advertising AgenciesShenzhen

$26.23

+0.41 (+1.59%)

Fairly Valued+0.0%Fair Value $26.23Fund rank 27/100 · Data gapFallback financials|
SA 37/D
F-Score: 6/9

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 21%

FCF escenarios

weak_data · normalized FCF $140.4M · quality 37.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 39/100Data 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

37/100

D

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 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.
Thesis & Journal · 003010.SZLocal privado en este navegador · Guangzhou Ruoyuchen 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

$8.2B

P/E

34.5x

↑

EV/EBITDA

31.7x

↑

ROE

27.0%

↑

Gross Margin

59.8%

↑

Debt/Equity

1.47

↑
52-Week Range$26
$25$49

TradingView lightweight chart

003010.SZ price, volumen y niveles de valoración

Último $26.23Periodo +228.8%
Fair value: $26.23

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

+41.3%

FCF CAGR

-3.8%

FCF margin

4.1%

FCF / Net income

0.72x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.43B · net income $194.4M · FCF $140.4M

2022-FY → 2025-FY

Gross margin

59.8%+26.2% pts

Operating margin

7.3%+6.1% pts

Net margin

5.7%+2.9% pts

FCF margin

4.1%-8.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.43B$3.43B$1.77B$1.37B$1.22B
Net Income$194.4M$194.4M$105.6M$54.3M$33.7M
EBITDA$265.5M$265.5M$152.5M$78.9M$41.7M
EPS0.620.620.370.160.10
Gross Margin59.8%59.8%44.6%40.2%33.6%
Operating Margin7.3%7.3%7.8%3.7%1.2%
Net Margin5.7%5.7%6.0%4.0%2.8%
Balance Sheet
Debt/Equity1.471.470.290.160.06
Current Ratio1.751.75———
Cash Flow
Free Cash Flow$140.4M$140.4M$318.9M$-95.8M$157.6M
Returns
ROE27.0%27.0%9.6%4.9%3.1%
Valuation
P/E34.5134.5138.2844.0274.44
EV/EBITDA31.7331.7324.6128.1552.75
P/B11.4411.443.662.182.33
Growth & Yield
Revenue Growth94.3%94.3%29.3%12.3%—
EPS Growth67.6%67.6%126.6%65.9%—
Dividend Yield2.1%2.1%———

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

55.4%

muy exigente

EPS terminal req.

$2.33

Spread vs growth

12.2%

5Y implied EPS CAGR

35.3%

muy exigente

EPS terminal req.

$2.82

Spread vs growth

32.2%

10Y implied EPS CAGR

22.0%

exigente

EPS terminal req.

$4.54

Spread vs growth

45.5%

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 -11.6%

Total return

-11.6%

Start / end P/E

82.1x → 42.3x

EPS bridge

0.37 → 0.62

Residual

-32.8%

EPS growth+67.6%
Multiple rerating-48.5%
Dividend+2.1%
Residual / FX / buybacks / cross-term-32.8%

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.