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300288.SZ$10.22-3.31%
Fair $10.22+0.0%

300288.SZ

Longmaster Information & Technology Co., Ltd.

Healthcare / Health Information ServicesShenzhen

$10.22

-0.35 (-3.31%)

Fairly Valued+0.0%Fair Value $10.22Fund rank 27/100 · Data gapFallback financials|
SA 31/D
F-Score: 5/9
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 $5.0M · quality 48.3/100

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

31/100

D

Piotroski

5/9

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 0.9%, below the 5% threshold
Thesis & Journal · 300288.SZLocal privado en este navegador · Longmaster Information & 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

$3.5B

P/E

340.7x

↑

EV/EBITDA

78.2x

↑

ROE

0.9%

↑

Gross Margin

30.4%

↓

Debt/Equity

0.03

↓
52-Week Range$10
$10$17

TradingView lightweight chart

300288.SZ price, volumen y niveles de valoración

Último $10.22Periodo +49.7%
Fair value: $10.22

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

-11.9%

FCF CAGR

-57.5%

FCF margin

1.7%

FCF / Net income

0.54x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $298.1M · net income $9.3M · FCF $5.0M

2022-FY → 2025-FY

Gross margin

30.4%-7.4% pts

Operating margin

-3.8%-17.9% pts

Net margin

3.1%-13.0% pts

FCF margin

1.7%-13.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$298.1M$298.1M$379.1M$459.6M$436.6M
Net Income$9.3M$9.3M$-512.1M$77.5M$70.3M
EBITDA$37.5M$37.5M$-478.7M$128.1M$108.9M
EPS0.030.03-1.520.230.21
Gross Margin30.4%30.4%33.3%39.0%37.8%
Operating Margin-3.8%-3.8%7.6%17.5%14.1%
Net Margin3.1%3.1%-135.1%16.9%16.1%
Balance Sheet
Debt/Equity0.030.030.020.030.04
Current Ratio1.901.90———
Cash Flow
Free Cash Flow$5.0M$5.0M$32.8M$-7.1M$65.5M
Returns
ROE0.9%0.9%-47.4%4.8%4.6%
Valuation
P/E340.67340.67—67.3953.10
EV/EBITDA78.2478.24—38.7831.73
P/B2.942.944.193.242.43
Growth & Yield
Revenue Growth-21.4%-21.4%-17.5%5.3%—
EPS Growth102.0%102.0%-760.9%9.5%—
Dividend Yield0.7%0.7%———

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

211.5%

muy exigente

EPS terminal req.

$0.91

Spread vs growth

-109.5%

5Y implied EPS CAGR

105.4%

muy exigente

EPS terminal req.

$1.10

Spread vs growth

-3.4%

10Y implied EPS CAGR

50.3%

muy exigente

EPS terminal req.

$1.77

Spread vs growth

51.7%

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 -27.4%

Total return

-27.4%

Start / end P/E

n/dx → n/dx

EPS bridge

-1.52 → 0.03

Residual

-28.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.7%
Residual / FX / buybacks / cross-term-28.1%

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.