StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
003019.SZ$42.31+4.70%
Fair $42.31+0.0%

003019.SZ

TES Touch Embedded Solutions (Xiamen) Co., Ltd.

Technology / Electronic ComponentsShenzhen

$42.31

+1.90 (+4.70%)

Fairly Valued+0.0%Fair Value $42.31Fund rank 32/100 · Data gapFallback financials|
SA 67/B
F-Score: 4/9
Margin Compression

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 $68.2M · quality 59.7/100

Data gap 32/100
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

67/100

B

Piotroski

4/9

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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 003019.SZLocal privado en este navegador · TES Touch Embedded Solutions (Xiamen) 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

$7.5B

P/E

41.9x

↑

EV/EBITDA

25.5x

↑

ROE

11.4%

↑

Gross Margin

23.2%

↓

Debt/Equity

0.29

↑
52-Week Range$42
$29$47

TradingView lightweight chart

003019.SZ price, volumen y niveles de valoración

Último $42.31Periodo +57.6%
Fair value: $42.31

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

+11.6%

FCF CAGR

-42.7%

FCF margin

2.7%

FCF / Net income

0.35x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.52B · net income $194.2M · FCF $68.2M

2022-FY → 2025-FY

Gross margin

23.2%-5.3% pts

Operating margin

8.4%-8.5% pts

Net margin

7.7%-6.7% pts

FCF margin

2.7%-17.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.52B$2.52B$2.21B$1.68B$1.81B
Net Income$194.2M$194.2M$188.1M$159.2M$260.8M
EBITDA$289.7M$289.7M$277.6M$239.0M$358.2M
EPS1.131.131.100.931.52
Gross Margin23.2%23.2%23.6%25.5%28.6%
Operating Margin8.4%8.4%9.1%10.7%16.9%
Net Margin7.7%7.7%8.5%9.5%14.4%
Balance Sheet
Debt/Equity0.290.290.270.110.05
Current Ratio2.422.42———
Cash Flow
Free Cash Flow$68.2M$68.2M$6.8M$261.3M$362.7M
Returns
ROE11.4%11.4%12.3%9.8%17.1%
Valuation
P/E41.8941.8921.4323.6313.40
EV/EBITDA25.4825.4814.5114.859.28
P/B4.264.262.642.322.30
Growth & Yield
Revenue Growth13.9%13.9%31.8%-7.3%—
EPS Growth2.7%2.7%18.3%-39.0%—
Dividend Yield1.2%1.2%———

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

49.2%

muy exigente

EPS terminal req.

$3.75

Spread vs growth

-46.5%

5Y implied EPS CAGR

32.1%

muy exigente

EPS terminal req.

$4.54

Spread vs growth

-29.4%

10Y implied EPS CAGR

20.5%

exigente

EPS terminal req.

$7.32

Spread vs growth

-17.8%

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 +39.3%

Total return

+39.3%

Start / end P/E

27.9x → 37.4x

EPS bridge

1.10 → 1.13

Residual

+0.9%

EPS growth+2.7%
Multiple rerating+34.4%
Dividend+1.2%
Residual / FX / buybacks / cross-term+0.9%

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.