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300327.SZ$29.18-7.16%
Fair $29.18+0.0%

300327.SZ

Sino Wealth Electronic Ltd.

Technology / SemiconductorsShenzhen

$29.18

-2.25 (-7.16%)

Fairly Valued+0.0%Fair Value $29.18Fund rank 25/100 · Data gapFallback financials|
SA 48/C
F-Score: 5/9
Margin CompressionLow 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 18%

FCF escenarios

weak_data · normalized FCF $-251478.74 · quality 44.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data 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

48/100

C

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. Operating margin has declined for 3 consecutive years ROE is 3.4%, below the 5% threshold
Thesis & Journal · 300327.SZLocal privado en este navegador · Sino Wealth Electronic 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

$10.0B

P/E

153.6x

↑

EV/EBITDA

138.9x

↑

ROE

3.4%

↓

Gross Margin

31.5%

↓

Debt/Equity

0.03

↓
52-Week Range$29
$20$36

TradingView lightweight chart

300327.SZ price, volumen y niveles de valoración

Último $29.18Periodo +528.4%
Fair value: $29.18

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

-7.1%

FCF CAGR

—

FCF margin

11.5%

FCF / Net income

2.46x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.28B · net income $60.2M · FCF $148.2M

2022-FY → 2025-FY

Gross margin

31.5%-14.3% pts

Operating margin

3.2%-19.2% pts

Net margin

4.7%-15.5% pts

FCF margin

11.5%+17.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.28B$1.28B$1.34B$1.30B$1.60B
Net Income$60.2M$60.2M$134.1M$186.3M$323.0M
EBITDA$69.7M$69.7M$126.3M$166.9M$340.8M
EPS0.180.180.390.550.95
Gross Margin31.5%31.5%33.6%35.6%45.8%
Operating Margin3.2%3.2%7.2%9.0%22.4%
Net Margin4.7%4.7%10.0%14.3%20.2%
Balance Sheet
Debt/Equity0.030.030.050.010.05
Current Ratio3.993.99———
Cash Flow
Free Cash Flow$148.2M$148.2M$-251478.74$-102.5M$-98.8M
Returns
ROE3.4%3.4%7.7%11.2%21.8%
Valuation
P/E153.58153.5856.9339.0840.38
EV/EBITDA138.94138.9458.5442.0937.31
P/B5.585.584.384.368.81
Growth & Yield
Revenue Growth-4.4%-4.4%3.3%-18.8%—
EPS Growth-55.0%-55.0%-28.3%-42.5%—
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

144.7%

muy exigente

EPS terminal req.

$2.59

Spread vs growth

-199.7%

5Y implied EPS CAGR

77.7%

muy exigente

EPS terminal req.

$3.13

Spread vs growth

-132.7%

10Y implied EPS CAGR

39.8%

muy exigente

EPS terminal req.

$5.05

Spread vs growth

-94.8%

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 +35.8%

Total return

+35.8%

Start / end P/E

55.0x → 165.1x

EPS bridge

0.39 → 0.18

Residual

-109.9%

EPS growth-55.0%
Multiple rerating+200.0%
Dividend+0.7%
Residual / FX / buybacks / cross-term-109.9%

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.