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300151.SZ$23.75+3.22%
Fair $23.75+0.0%

300151.SZ

Shenzhen Changhong Technology Co., Ltd.

Consumer Cyclical / Auto PartsShenzhen

$23.75

+0.74 (+3.22%)

Fairly Valued+0.0%Fair Value $23.75Fund rank 26/100 · Data gapFallback financials|
SA 48/C
F-Score: 3/9
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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $-54.7M · quality 61.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

48/100

C

Piotroski

3/9

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 3.9%, below the 5% threshold
Thesis & Journal · 300151.SZLocal privado en este navegador · Shenzhen Changhong 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

$12.6B

P/E

197.9x

↑

EV/EBITDA

78.3x

↑

ROE

3.9%

↓

Gross Margin

25.5%

↓

Debt/Equity

0.46

↑
52-Week Range$24
$12$25

TradingView lightweight chart

300151.SZ price, volumen y niveles de valoración

Último $23.01Periodo +287.9%
Fair value: $23.75

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

-6.8%

FCF CAGR

—

FCF margin

-6.5%

FCF / Net income

-1.00x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $993.8M · net income $64.6M · FCF $-64.3M

2022-FY → 2025-FY

Gross margin

25.5%-2.8% pts

Operating margin

7.6%-4.7% pts

Net margin

6.5%-3.9% pts

FCF margin

-6.5%+4.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$993.8M$993.8M$1.04B$931.3M$1.23B
Net Income$64.6M$64.6M$102.0M$31.7M$128.2M
EBITDA$168.4M$168.4M$207.3M$134.5M$236.3M
EPS0.120.120.190.060.26
Gross Margin25.5%25.5%27.0%26.7%28.2%
Operating Margin7.6%7.6%12.8%6.3%12.3%
Net Margin6.5%6.5%9.8%3.4%10.4%
Balance Sheet
Debt/Equity0.460.460.360.400.49
Current Ratio3.843.84———
Cash Flow
Free Cash Flow$-64.3M$-64.3M$-54.7M$-39.6M$-133.8M
Returns
ROE3.9%3.9%6.3%1.9%9.9%
Valuation
P/E197.92197.9283.11286.6779.92
EV/EBITDA78.3578.3542.1167.1843.85
P/B7.787.785.205.537.91
Growth & Yield
Revenue Growth-4.3%-4.3%11.6%-24.2%—
EPS Growth-36.8%-36.8%216.7%-76.9%—
Dividend Yield0.3%0.3%———

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

159.9%

muy exigente

EPS terminal req.

$2.11

Spread vs growth

-196.8%

5Y implied EPS CAGR

84.3%

muy exigente

EPS terminal req.

$2.55

Spread vs growth

-121.1%

10Y implied EPS CAGR

42.4%

muy exigente

EPS terminal req.

$4.11

Spread vs growth

-79.2%

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 +80.1%

Total return

+80.1%

Start / end P/E

69.5x → 197.9x

EPS bridge

0.19 → 0.12

Residual

-68.0%

EPS growth-36.8%
Multiple rerating+184.7%
Dividend+0.3%
Residual / FX / buybacks / cross-term-68.0%

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.