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300279.SZ$7.03-1.95%
Fair $7.03+0.0%

300279.SZ

Wuxi Hodgen Technology Co., Ltd.

Technology / Electronic ComponentsShenzhen

$7.03

-0.14 (-1.95%)

Fairly Valued+0.0%Fair Value $7.03Fund rank 33/100 · Data gapFallback financials|
SA 41/C
F-Score: 8/9

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 32% · confianza 25%

FCF escenarios

weak_data · normalized FCF $205.4M · quality 63.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 43/100Data 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

41/100

C

Piotroski

8/9

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 · 300279.SZLocal privado en este navegador · Wuxi Hodgen 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

$3.4B

P/E

100.4x

↑

EV/EBITDA

26.4x

↑

ROE

6.2%

↑

Gross Margin

17.5%

↓

Debt/Equity

0.21

↓
52-Week Range$7
$6$12

TradingView lightweight chart

300279.SZ price, volumen y niveles de valoración

Último $7.170Periodo +149.5%
Fair value: $7.030

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

-2.2%

FCF CAGR

—

FCF margin

11.2%

FCF / Net income

3.17x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.83B · net income $64.7M · FCF $205.4M

2022-FY → 2025-FY

Gross margin

17.5%+3.0% pts

Operating margin

7.5%+2.0% pts

Net margin

3.5%+19.9% pts

FCF margin

11.2%+11.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.83B$1.83B$2.08B$2.00B$1.96B
Net Income$64.7M$64.7M$52.3M$44.8M$-320.9M
EBITDA$126.5M$126.5M$129.0M$120.3M$-232.1M
EPS0.130.130.110.09-0.73
Gross Margin17.5%17.5%16.5%15.1%14.5%
Operating Margin7.5%7.5%7.8%6.1%5.6%
Net Margin3.5%3.5%2.5%2.2%-16.4%
Balance Sheet
Debt/Equity0.210.210.500.650.99
Current Ratio1.901.90———
Cash Flow
Free Cash Flow$205.4M$205.4M$222.5M$42.9M$-6.4M
Returns
ROE6.2%6.2%5.4%4.9%-38.6%
Valuation
P/E100.43100.4352.2967.35—
EV/EBITDA26.4326.4320.9727.38—
P/B3.323.322.823.292.69
Growth & Yield
Revenue Growth-12.0%-12.0%3.7%2.5%—
EPS Growth23.8%23.8%14.8%112.7%—

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

67.7%

muy exigente

EPS terminal req.

$0.62

Spread vs growth

-43.9%

5Y implied EPS CAGR

41.7%

muy exigente

EPS terminal req.

$0.75

Spread vs growth

-17.9%

10Y implied EPS CAGR

24.8%

exigente

EPS terminal req.

$1.22

Spread vs growth

-1.1%

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 +4.0%

Total return

+4.0%

Start / end P/E

63.2x → 53.1x

EPS bridge

0.11 → 0.13

Residual

-3.8%

EPS growth+23.8%
Multiple rerating-16.0%
Dividend+0.0%
Residual / FX / buybacks / cross-term-3.8%

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.