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300335.SZ$6.30+0.80%
Fair $6.30+0.0%

300335.SZ

Guangzhou Devotion Thermal Technology Co., Ltd.

Basic Materials / Specialty ChemicalsShenzhen

$6.30

+0.05 (+0.80%)

Fairly Valued+0.0%Fair Value $6.30Fund rank 35/100 · Data gapFallback financials|
SA 40/C
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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $150.4M · quality 68.7/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 57/100Data 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

40/100

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Revenue has declined for 2 consecutive years ROE is 2.3%, below the 5% threshold
Thesis & Journal · 300335.SZLocal privado en este navegador · Guangzhou Devotion Thermal 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

$3.0B

P/E

78.8x

↑

EV/EBITDA

15.2x

↑

ROE

2.3%

↑

Gross Margin

32.1%

↑

Debt/Equity

0.03

↓
52-Week Range$6
$5$9

TradingView lightweight chart

300335.SZ price, volumen y niveles de valoración

Último $6.300Periodo -13.8%
Fair value: $6.300

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

-3.0%

FCF CAGR

+59.8%

FCF margin

14.4%

FCF / Net income

3.42x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.04B · net income $44.0M · FCF $150.4M

2022-FY → 2025-FY

Gross margin

32.1%+6.0% pts

Operating margin

13.8%+4.8% pts

Net margin

4.2%-2.0% pts

FCF margin

14.4%+11.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.04B$1.04B$1.12B$1.37B$1.14B
Net Income$44.0M$44.0M$48.5M$59.9M$70.9M
EBITDA$175.9M$175.9M$156.0M$189.4M$251.7M
EPS0.090.090.100.130.18
Gross Margin32.1%32.1%28.8%27.5%26.0%
Operating Margin13.8%13.8%10.6%11.1%9.1%
Net Margin4.2%4.2%4.4%4.4%6.2%
Balance Sheet
Debt/Equity0.030.030.080.070.17
Current Ratio1.841.84———
Cash Flow
Free Cash Flow$150.4M$150.4M$183.0M$40.7M$36.8M
Returns
ROE2.3%2.3%2.5%3.1%3.7%
Valuation
P/E78.7578.7545.2044.3825.61
EV/EBITDA15.2015.2012.0413.066.38
P/B1.611.611.141.390.95
Growth & Yield
Revenue Growth-6.4%-6.4%-18.3%19.5%—
EPS Growth-10.0%-10.0%-23.1%-27.8%—
Dividend Yield1.6%1.6%———

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

83.8%

muy exigente

EPS terminal req.

$0.56

Spread vs growth

-93.8%

5Y implied EPS CAGR

49.7%

muy exigente

EPS terminal req.

$0.68

Spread vs growth

-59.7%

10Y implied EPS CAGR

28.3%

muy exigente

EPS terminal req.

$1.09

Spread vs growth

-38.3%

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 +23.2%

Total return

+23.2%

Start / end P/E

51.8x → 70.0x

EPS bridge

0.10 → 0.09

Residual

-3.5%

EPS growth-10.0%
Multiple rerating+35.1%
Dividend+1.6%
Residual / FX / buybacks / cross-term-3.5%

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.