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300042.SZ$57.17-2.59%
Fair $57.17+0.0%

300042.SZ

Netac Technology Co., Ltd.

Technology / Computer HardwareShenzhen

$57.17

-1.52 (-2.59%)

Fairly Valued+0.0%Fair Value $57.17Fund rank 30/100 · Data gapFallback financials|
SA 49/C
F-Score: 5/9
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 20%

FCF escenarios

weak_data · normalized FCF $-113.0M · quality 55.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 24/100Data 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

49/100

C

Piotroski

5/9

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. ROE is 2.6%, below the 5% threshold
Thesis & Journal · 300042.SZLocal privado en este navegador · Netac 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

$11.5B

P/E

93.7x

↑

EV/EBITDA

240.0x

↑

ROE

2.6%

↓

Gross Margin

14.0%

↓

Debt/Equity

0.17

↓
52-Week Range$57
$21$77

TradingView lightweight chart

300042.SZ price, volumen y niveles de valoración

Último $57.17Periodo +227.0%
Fair value: $57.17

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

-11.2%

FCF CAGR

—

FCF margin

-24.3%

FCF / Net income

-11.08x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.24B · net income $27.1M · FCF $-300.7M

2022-FY → 2025-FY

Gross margin

14.0%+3.6% pts

Operating margin

1.0%-2.2% pts

Net margin

2.2%-1.3% pts

FCF margin

-24.3%-31.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.24B$1.24B$829.5M$1.09B$1.77B
Net Income$27.1M$27.1M$-99.2M$-43.8M$62.1M
EBITDA$46.6M$46.6M$-90.6M$-25.1M$79.4M
EPS0.140.14-0.50-0.220.31
Gross Margin14.0%14.0%9.7%9.3%10.4%
Operating Margin1.0%1.0%-9.2%-4.5%3.2%
Net Margin2.2%2.2%-12.0%-4.0%3.5%
Balance Sheet
Debt/Equity0.170.170.090.060.01
Current Ratio3.223.22———
Cash Flow
Free Cash Flow$-300.7M$-300.7M$-45.4M$-113.0M$127.3M
Returns
ROE2.6%2.6%-9.6%-3.9%5.3%
Valuation
P/E93.7293.72——40.15
EV/EBITDA240.00240.00——25.96
P/B10.8510.854.755.662.11
Growth & Yield
Revenue Growth49.5%49.5%-23.7%-38.6%—
EPS Growth127.4%127.4%-126.8%-170.4%—
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

234.5%

muy exigente

EPS terminal req.

$5.07

Spread vs growth

-107.2%

5Y implied EPS CAGR

114.4%

muy exigente

EPS terminal req.

$6.14

Spread vs growth

13.0%

10Y implied EPS CAGR

53.6%

muy exigente

EPS terminal req.

$9.89

Spread vs growth

73.8%

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 +132.5%

Total return

+132.5%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.50 → 0.14

Residual

+132.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.1%
Residual / FX / buybacks / cross-term+132.4%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.