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300217.SZ$5.16+1.18%
Fair $5.16+0.0%

300217.SZ

Zhenjiang Dongfang Electric Heating Technology Co.,Ltd

Industrials / Specialty Industrial MachineryShenzhen

$5.16

+0.06 (+1.18%)

Fairly Valued+0.0%Fair Value $5.16Fund rank 27/100 · Data gapFallback financials|
SA 37/D
F-Score: 3/9
Declining RevenueLow 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 19%

FCF escenarios

weak_data · normalized FCF $39.0M · quality 47.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

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: 2unknown: 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 2 consecutive years ROE is 3.7%, below the 5% threshold
Thesis & Journal · 300217.SZLocal privado en este navegador · Zhenjiang Dongfang Electric Heating 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

$7.6B

P/E

51.6x

↑

EV/EBITDA

19.9x

↑

ROE

3.7%

↓

Gross Margin

18.5%

↓

Debt/Equity

0.03

↓
52-Week Range$5
$5$7

TradingView lightweight chart

300217.SZ price, volumen y niveles de valoración

Último $5.160Periodo +109.7%
Fair value: $5.160

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

-5.0%

FCF CAGR

-55.0%

FCF margin

1.2%

FCF / Net income

0.25x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.28B · net income $155.8M · FCF $39.0M

2022-FY → 2025-FY

Gross margin

18.5%-1.7% pts

Operating margin

8.4%-1.6% pts

Net margin

4.8%-3.1% pts

FCF margin

1.2%-10.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.28B$3.28B$3.71B$4.11B$3.82B
Net Income$155.8M$155.8M$317.8M$643.5M$301.7M
EBITDA$343.6M$343.6M$524.7M$912.6M$452.5M
EPS0.110.110.210.430.21
Gross Margin18.5%18.5%23.4%23.6%20.2%
Operating Margin8.4%8.4%13.8%13.5%10.0%
Net Margin4.8%4.8%8.6%15.7%7.9%
Balance Sheet
Debt/Equity0.030.030.010.060.07
Current Ratio2.382.38———
Cash Flow
Free Cash Flow$39.0M$39.0M$85.6M$-160.7M$427.9M
Returns
ROE3.7%3.7%7.7%16.5%9.2%
Valuation
P/E51.6051.6020.3312.3728.24
EV/EBITDA19.9319.9311.437.3716.29
P/B1.731.731.572.042.59
Growth & Yield
Revenue Growth-11.7%-11.7%-9.6%7.5%—
EPS Growth-47.6%-47.6%-51.2%104.8%—
Dividend Yield0.6%0.6%———

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

60.9%

muy exigente

EPS terminal req.

$0.46

Spread vs growth

-108.5%

5Y implied EPS CAGR

38.2%

muy exigente

EPS terminal req.

$0.55

Spread vs growth

-85.8%

10Y implied EPS CAGR

23.3%

exigente

EPS terminal req.

$0.89

Spread vs growth

-70.9%

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 -5.2%

Total return

-5.2%

Start / end P/E

26.1x → 46.9x

EPS bridge

0.21 → 0.11

Residual

-38.0%

EPS growth-47.6%
Multiple rerating+79.8%
Dividend+0.6%
Residual / FX / buybacks / cross-term-38.0%

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.