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300300.SZ$9.72+2.32%
Fair $9.72+0.0%

300300.SZ

Strait Innovation Internet Co., Ltd

Technology / Information Technology ServicesShenzhen

$9.72

+0.22 (+2.32%)

Fairly Valued+0.0%Fair Value $9.72Fund rank 20/100 · Data gapFallback financials|
SA 33/D
F-Score: 5/9

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 14%

FCF escenarios

weak_data · normalized FCF $-73.4M · quality 25.7/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 7/100Data 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

33/100

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: 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 · 300300.SZLocal privado en este navegador · Strait Innovation Internet 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

$6.5B

P/E

46.3x

↑

EV/EBITDA

40.3x

↑

ROE

51.7%

↑

Gross Margin

0.6%

↓

Debt/Equity

1.21

↑
52-Week Range$10
$3$19

TradingView lightweight chart

300300.SZ price, volumen y niveles de valoración

Último $9.720Periodo +185.4%
Fair value: $9.720

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

-2.5%

FCF CAGR

—

FCF margin

-60.5%

FCF / Net income

-0.65x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $152.0M · net income $142.3M · FCF $-92.0M

2022-FY → 2025-FY

Gross margin

0.6%+5.7% pts

Operating margin

-37.1%+9.5% pts

Net margin

93.6%+201.2% pts

FCF margin

-60.5%-68.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$152.0M$152.0M$169.0M$125.0M$163.9M
Net Income$142.3M$142.3M$5.7M$-314.2M$-176.3M
EBITDA$167.5M$167.5M$65.9M$-197.9M$-129.3M
EPS0.210.210.01-0.47-0.26
Gross Margin0.6%0.6%-1.4%-8.1%-5.1%
Operating Margin-37.1%-37.1%-36.2%-58.3%-46.6%
Net Margin93.6%93.6%3.4%-251.4%-107.6%
Balance Sheet
Debt/Equity1.211.212.542.731.32
Current Ratio0.590.59———
Cash Flow
Free Cash Flow$-92.0M$-92.0M$-73.4M$16.8M$12.8M
Returns
ROE51.7%51.7%3.4%-166.7%-47.7%
Valuation
P/E46.2946.29249.00——
EV/EBITDA40.3040.3027.16——
P/B23.9323.938.4114.157.53
Growth & Yield
Revenue Growth-10.0%-10.0%35.2%-23.7%—
EPS Growth2000.0%2000.0%102.1%-80.8%—

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

60.1%

muy exigente

EPS terminal req.

$0.86

Spread vs growth

1939.9%

5Y implied EPS CAGR

37.8%

muy exigente

EPS terminal req.

$1.04

Spread vs growth

1962.2%

10Y implied EPS CAGR

23.1%

exigente

EPS terminal req.

$1.68

Spread vs growth

1976.9%

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 +183.4%

Total return

+183.4%

Start / end P/E

343.0x → 46.3x

EPS bridge

0.01 → 0.21

Residual

-1730.1%

EPS growth+2000.0%
Multiple rerating-86.5%
Dividend+0.0%
Residual / FX / buybacks / cross-term-1730.1%

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.