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300031.SZ$23.33-4.81%
Fair $23.33+0.0%

300031.SZ

Wuxi Boton Technology Co., Ltd.

Industrials / Specialty Industrial MachineryShenzhen

$23.33

-1.18 (-4.81%)

Fairly Valued+0.0%Fair Value $23.33Fund rank 27/100 · Data gapFallback financials|
SA 37/D
F-Score: 4/9

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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $29.5M · quality 47.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

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: 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 · 300031.SZLocal privado en este navegador · Wuxi Boton 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

$9.8B

P/E

37.0x

↑

EV/EBITDA

22.8x

↑

ROE

5.1%

↓

Gross Margin

37.8%

↑

Debt/Equity

0.21

↓
52-Week Range$23
$19$29

TradingView lightweight chart

300031.SZ price, volumen y niveles de valoración

Último $23.33Periodo +143.2%
Fair value: $23.33

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

+2.0%

FCF CAGR

—

FCF margin

0.9%

FCF / Net income

0.14x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.46B · net income $206.9M · FCF $29.5M

2022-FY → 2025-FY

Gross margin

37.8%-1.8% pts

Operating margin

5.0%+4.0% pts

Net margin

6.0%+18.1% pts

FCF margin

0.9%+4.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.46B$3.46B$3.30B$3.66B$3.26B
Net Income$206.9M$206.9M$209.9M$106.1M$-395.9M
EBITDA$401.3M$401.3M$392.2M$253.9M$-316.9M
EPS0.500.500.510.25-0.96
Gross Margin37.8%37.8%38.0%39.3%39.5%
Operating Margin5.0%5.0%10.9%7.0%1.0%
Net Margin6.0%6.0%6.4%2.9%-12.1%
Balance Sheet
Debt/Equity0.210.210.230.220.17
Current Ratio1.551.55———
Cash Flow
Free Cash Flow$29.5M$29.5M$-137.9M$154.6M$-114.9M
Returns
ROE5.1%5.1%5.5%3.0%-11.7%
Valuation
P/E37.0337.0334.0966.56—
EV/EBITDA22.7922.7917.4026.32—
P/B2.422.421.871.971.80
Growth & Yield
Revenue Growth4.7%4.7%-9.7%12.2%—
EPS Growth-1.9%-1.9%98.9%126.4%—
Dividend Yield0.4%0.4%———

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

61.1%

muy exigente

EPS terminal req.

$2.07

Spread vs growth

-63.0%

5Y implied EPS CAGR

38.3%

muy exigente

EPS terminal req.

$2.50

Spread vs growth

-40.2%

10Y implied EPS CAGR

23.3%

exigente

EPS terminal req.

$4.03

Spread vs growth

-25.2%

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 -10.6%

Total return

-10.6%

Start / end P/E

51.9x → 47.1x

EPS bridge

0.51 → 0.50

Residual

+0.2%

EPS growth-1.9%
Multiple rerating-9.3%
Dividend+0.4%
Residual / FX / buybacks / cross-term+0.2%

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.