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300249.SZ$14.76+2.79%
Fair $14.76+0.0%

300249.SZ

Yimikang Tech.Group Co., Ltd.

Technology / Information Technology ServicesShenzhenCN

$14.76

+0.40 (+2.79%)

Fairly Valued+0.0%Fair Value $14.76Fund rank 21/100 · Data gapFallback financials|
SA 26/D
F-Score: 7/9

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 15%

FCF escenarios

weak_data · normalized FCF $49.2M · quality 26.3/100

Data gap 21/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

26/100

D

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 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.
Thesis & Journal · 300249.SZLocal privado en este navegador · Yimikang Tech.Group 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

$6.8B

P/E

184.5x

↑

EV/EBITDA

124.4x

↑

ROE

10.0%

↑

Gross Margin

17.3%

↓

Debt/Equity

1.24

↑
52-Week Range$15
$12$21

TradingView lightweight chart

300249.SZ price, volumen y niveles de valoración

Último $14.76Periodo +119.6%
Fair value: $14.76

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

+18.2%

FCF CAGR

+23.0%

FCF margin

3.4%

FCF / Net income

1.61x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.45B · net income $30.6M · FCF $49.2M

2022-FY → 2025-FY

Gross margin

17.3%-0.1% pts

Operating margin

5.4%+14.0% pts

Net margin

2.1%+5.8% pts

FCF margin

3.4%+0.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.45B$1.45B$1.14B$801.3M$879.0M
Net Income$30.6M$30.6M$-87.1M$-216.5M$-32.5M
EBITDA$53.7M$53.7M$-69.7M$-215.8M$454720.50
EPS0.070.07-0.20-0.49-0.07
Gross Margin17.3%17.3%13.8%13.7%17.4%
Operating Margin5.4%5.4%-0.3%-10.2%-8.6%
Net Margin2.1%2.1%-7.6%-27.0%-3.7%
Balance Sheet
Debt/Equity1.241.241.051.080.82
Current Ratio0.950.95———
Cash Flow
Free Cash Flow$49.2M$49.2M$87.5M$-126.7M$26.4M
Returns
ROE10.0%10.0%-27.1%-53.0%-5.2%
Valuation
P/E184.50184.50———
EV/EBITDA124.35124.35——9570.04
P/B21.3121.3116.049.046.43
Growth & Yield
Revenue Growth26.8%26.8%42.8%-8.8%—
EPS Growth135.2%135.2%59.8%-562.7%—

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

166.0%

muy exigente

EPS terminal req.

$1.31

Spread vs growth

-30.8%

5Y implied EPS CAGR

86.8%

muy exigente

EPS terminal req.

$1.58

Spread vs growth

48.3%

10Y implied EPS CAGR

43.4%

muy exigente

EPS terminal req.

$2.55

Spread vs growth

91.8%

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 +14.4%

Total return

+14.4%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.20 → 0.07

Residual

+14.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+14.4%

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.