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300343.SZ$6.98+3.41%
Fair $6.98+0.0%

300343.SZ

Lecron Industrial Development Group Co., Ltd.

Basic Materials / ChemicalsShenzhen

$6.98

+0.23 (+3.41%)

Fairly Valued+0.0%Fair Value $6.98Fund rank 27/100 · Data gapFallback financials|
SA 57/C
F-Score: 6/9
Low 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 $-32.5M · quality 45.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

57/100

C

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. ROE is 2.0%, below the 5% threshold
Thesis & Journal · 300343.SZLocal privado en este navegador · Lecron Industrial Development Group 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

$7.5B

P/E

174.5x

↑

EV/EBITDA

57.4x

↑

ROE

2.0%

↑

Gross Margin

13.6%

↓

Debt/Equity

0.04

↓
52-Week Range$7
$4$7

TradingView lightweight chart

300343.SZ price, volumen y niveles de valoración

Último $6.980Periodo +178.4%
Fair value: $6.980

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

-21.5%

FCF CAGR

—

FCF margin

-3.3%

FCF / Net income

-0.83x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $998.6M · net income $39.1M · FCF $-32.5M

2022-FY → 2025-FY

Gross margin

13.6%-45.8% pts

Operating margin

-0.4%-43.3% pts

Net margin

3.9%-27.5% pts

FCF margin

-3.3%-32.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$998.6M$998.6M$868.7M$1.04B$2.06B
Net Income$39.1M$39.1M$21.9M$12.7M$648.4M
EBITDA$126.1M$126.1M$97.0M$119.6M$948.3M
EPS0.040.040.020.010.56
Gross Margin13.6%13.6%10.8%16.0%59.4%
Operating Margin-0.4%-0.4%-4.6%-0.6%42.8%
Net Margin3.9%3.9%2.5%1.2%31.4%
Balance Sheet
Debt/Equity0.040.040.030.130.20
Current Ratio2.732.73———
Cash Flow
Free Cash Flow$-32.5M$-32.5M$-59.1M$187.0M$601.2M
Returns
ROE2.0%2.0%1.1%0.6%33.5%
Valuation
P/E174.50174.50260.70589.2918.43
EV/EBITDA57.4357.4357.3959.3112.12
P/B3.803.802.913.776.17
Growth & Yield
Revenue Growth15.0%15.0%-16.1%-49.8%—
EPS Growth83.1%83.1%79.5%-98.0%—

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

156.3%

muy exigente

EPS terminal req.

$0.62

Spread vs growth

-73.2%

5Y implied EPS CAGR

82.7%

muy exigente

EPS terminal req.

$0.75

Spread vs growth

0.4%

10Y implied EPS CAGR

41.8%

muy exigente

EPS terminal req.

$1.21

Spread vs growth

41.3%

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 +57.9%

Total return

+57.9%

Start / end P/E

219.9x → 189.7x

EPS bridge

0.02 → 0.04

Residual

-11.4%

EPS growth+83.1%
Multiple rerating-13.7%
Dividend+0.0%
Residual / FX / buybacks / cross-term-11.4%

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.