StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
300304.SZ$14.73+11.42%
Fair $14.73+0.0%

300304.SZ

Jiangsu Yunyi Electric Co.,Ltd.

Consumer Cyclical / Auto PartsShenzhen

$14.73

+1.51 (+11.42%)

Fairly Valued+0.0%Fair Value $14.73Fund rank 32/100 · Data gapFallback financials|
SA 60/B
F-Score: 4/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $165.7M · quality 63.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 54/100Data 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

60/100

B

Piotroski

4/9

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 · 300304.SZLocal privado en este navegador · Jiangsu Yunyi Electric 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

$12.9B

P/E

28.9x

↑

EV/EBITDA

17.1x

↑

ROE

13.6%

↑

Gross Margin

34.8%

↑

Debt/Equity

0.03

↓
52-Week Range$15
$7$16

TradingView lightweight chart

300304.SZ price, volumen y niveles de valoración

Último $14.73Periodo +397.5%
Fair value: $14.73

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

+26.9%

FCF CAGR

+124.7%

FCF margin

6.9%

FCF / Net income

0.36x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.40B · net income $466.7M · FCF $165.7M

2022-FY → 2025-FY

Gross margin

34.8%+5.2% pts

Operating margin

23.0%+8.6% pts

Net margin

19.5%+7.9% pts

FCF margin

6.9%+5.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.40B$2.40B$2.15B$1.67B$1.17B
Net Income$466.7M$466.7M$401.1M$305.0M$136.1M
EBITDA$690.8M$690.8M$561.4M$449.8M$226.5M
EPS0.540.540.470.350.16
Gross Margin34.8%34.8%31.7%31.0%29.7%
Operating Margin23.0%23.0%22.0%19.6%14.4%
Net Margin19.5%19.5%18.7%18.2%11.6%
Balance Sheet
Debt/Equity0.030.030.020.010.02
Current Ratio2.922.92———
Cash Flow
Free Cash Flow$165.7M$165.7M$222.7M$72.1M$14.6M
Returns
ROE13.6%13.6%13.4%11.3%5.4%
Valuation
P/E28.8828.8815.7218.0627.44
EV/EBITDA17.0817.088.989.8613.19
P/B3.713.712.102.041.49
Growth & Yield
Revenue Growth11.8%11.8%28.3%42.3%—
EPS Growth14.9%14.9%34.3%118.7%—
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

34.3%

muy exigente

EPS terminal req.

$1.31

Spread vs growth

-19.4%

5Y implied EPS CAGR

24.0%

exigente

EPS terminal req.

$1.58

Spread vs growth

-9.1%

10Y implied EPS CAGR

16.8%

exigente

EPS terminal req.

$2.55

Spread vs growth

-1.9%

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 +92.5%

Total return

+92.5%

Start / end P/E

16.3x → 27.3x

EPS bridge

0.47 → 0.54

Residual

+10.0%

EPS growth+14.9%
Multiple rerating+66.9%
Dividend+0.7%
Residual / FX / buybacks / cross-term+10.0%

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.