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300079.SZ$5.21+2.36%
Fair $5.21+0.0%

300079.SZ

Sumavision Technologies Co.,Ltd.

Technology / Communication EquipmentShenzhen

$5.21

+0.12 (+2.36%)

Fairly Valued+0.0%Fair Value $5.21Fund rank 32/100 · Data gapFallback financials|
SA 25/D
F-Score: 6/9
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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $98.1M · 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 68/100Data 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

25/100

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: 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 0.8%, below the 5% threshold
Thesis & Journal · 300079.SZLocal privado en este navegador · Sumavision 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

$7.4B

P/E

173.7x

↑

EV/EBITDA

45.3x

↑

ROE

0.8%

↓

Gross Margin

47.8%

↑

Debt/Equity

N/A

•
52-Week Range$5
$5$7

TradingView lightweight chart

300079.SZ price, volumen y niveles de valoración

Último $5.210Periodo +0.1%
Fair value: $5.210

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

-12.6%

FCF CAGR

-42.3%

FCF margin

5.0%

FCF / Net income

1.11x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $733.2M · net income $33.2M · FCF $36.8M

2022-FY → 2025-FY

Gross margin

47.8%-1.9% pts

Operating margin

-3.2%-13.6% pts

Net margin

4.5%-5.6% pts

FCF margin

5.0%-12.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$733.2M$733.2M$668.9M$705.2M$1.10B
Net Income$33.2M$33.2M$24.4M$18.6M$111.4M
EBITDA$132.9M$132.9M$106.7M$95.3M$234.5M
EPS0.020.020.020.010.08
Gross Margin47.8%47.8%51.5%48.2%49.7%
Operating Margin-3.2%-3.2%-7.8%-12.3%10.4%
Net Margin4.5%4.5%3.6%2.6%10.2%
Balance Sheet
Current Ratio8.888.88———
Cash Flow
Free Cash Flow$36.8M$36.8M$98.1M$161.5M$191.0M
Returns
ROE0.8%0.8%0.6%0.4%2.7%
Valuation
P/E173.67173.67292.40413.0864.18
EV/EBITDA45.3145.3149.1859.5820.94
P/B1.771.771.691.821.71
Growth & Yield
Revenue Growth9.6%9.6%-5.1%-35.7%—
EPS Growth36.3%36.3%31.5%-83.3%—
Dividend Yield0.2%0.2%———

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

170.7%

muy exigente

EPS terminal req.

$0.46

Spread vs growth

-134.5%

5Y implied EPS CAGR

88.8%

muy exigente

EPS terminal req.

$0.56

Spread vs growth

-52.6%

10Y implied EPS CAGR

44.1%

muy exigente

EPS terminal req.

$0.90

Spread vs growth

-7.9%

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 -1.1%

Total return

-1.1%

Start / end P/E

308.8x → 223.6x

EPS bridge

0.02 → 0.02

Residual

-10.0%

EPS growth+36.3%
Multiple rerating-27.6%
Dividend+0.2%
Residual / FX / buybacks / cross-term-10.0%

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.