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300215.SZ$7.78-7.16%
Fair $7.78+0.0%

300215.SZ

Suzhou Electrical Apparatus Science Academy Co., Ltd.

Industrials / Specialty Business ServicesShenzhen

$7.78

-0.60 (-7.16%)

Fairly Valued+0.0%Fair Value $7.78Fund rank 38/100 · Data gapFallback financials|
SA 43/C
F-Score: 4/9
Declining RevenueMargin CompressionLow 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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $290.1M · quality 81.7/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 80/100Data 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

43/100

C

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: 3unknown: 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. Revenue has declined for 3 consecutive years Operating margin has declined for 3 consecutive years ROE is 0.3%, below the 5% threshold
Thesis & Journal · 300215.SZLocal privado en este navegador · Suzhou Electrical Apparatus Science Academy 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

$5.8B

P/E

194.5x

↑

EV/EBITDA

18.5x

↑

ROE

0.3%

↓

Gross Margin

32.7%

↑

Debt/Equity

0.14

↓
52-Week Range$8
$5$11

TradingView lightweight chart

300215.SZ price, volumen y niveles de valoración

Último $7.780Periodo +53.7%
Fair value: $7.780

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

-5.6%

FCF CAGR

+10.3%

FCF margin

52.9%

FCF / Net income

42.93x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $548.9M · net income $6.8M · FCF $290.1M

2022-FY → 2025-FY

Gross margin

32.7%-4.8% pts

Operating margin

2.2%-13.6% pts

Net margin

1.2%-3.8% pts

FCF margin

52.9%+19.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$548.9M$548.9M$619.4M$621.0M$653.2M
Net Income$6.8M$6.8M$22.0M$19.1M$33.1M
EBITDA$282.1M$282.1M$320.4M$332.1M$372.4M
EPS0.010.010.030.030.04
Gross Margin32.7%32.7%35.7%32.2%37.5%
Operating Margin2.2%2.2%6.6%7.1%15.8%
Net Margin1.2%1.2%3.6%3.1%5.1%
Balance Sheet
Debt/Equity0.140.140.220.320.57
Current Ratio1.501.50———
Cash Flow
Free Cash Flow$290.1M$290.1M$286.4M$406.5M$216.0M
Returns
ROE0.3%0.3%1.1%1.0%1.7%
Valuation
P/E194.50194.50186.67174.67141.00
EV/EBITDA18.5418.5412.9810.9114.39
P/B2.642.642.071.672.37
Growth & Yield
Revenue Growth-11.4%-11.4%-0.3%-4.9%—
EPS Growth-66.7%-66.7%0.0%-25.0%—
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

310.2%

muy exigente

EPS terminal req.

$0.69

Spread vs growth

-376.9%

5Y implied EPS CAGR

142.3%

muy exigente

EPS terminal req.

$0.84

Spread vs growth

-209.0%

10Y implied EPS CAGR

63.3%

muy exigente

EPS terminal req.

$1.35

Spread vs growth

-129.9%

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 +43.9%

Total return

+43.9%

Start / end P/E

180.3x → 778.0x

EPS bridge

0.03 → 0.01

Residual

-220.9%

EPS growth-66.7%
Multiple rerating+331.4%
Dividend+0.1%
Residual / FX / buybacks / cross-term-220.9%

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.