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300348.SZ$10.25-2.19%
Fair $10.25+0.0%

300348.SZ

Shenzhen Sunline Tech Co., Ltd.

Technology / Software - ApplicationShenzhen

$10.25

-0.23 (-2.19%)

Fairly Valued+0.0%Fair Value $10.25Fund rank 31/100 · Data gapFallback financials|
SA 38/D
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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $51.3M · quality 55.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 30/100Data 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

38/100

D

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is 1.0%, below the 5% threshold
Thesis & Journal · 300348.SZLocal privado en este navegador · Shenzhen Sunline Tech 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

$8.3B

P/E

403.5x

↑

EV/EBITDA

74.5x

↑

ROE

1.0%

↓

Gross Margin

25.1%

↓

Debt/Equity

0.01

↓
52-Week Range$10
$10$21

TradingView lightweight chart

300348.SZ price, volumen y niveles de valoración

Último $10.25Periodo +392.8%
Fair value: $10.25

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

+1.2%

FCF CAGR

—

FCF margin

2.6%

FCF / Net income

2.43x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.96B · net income $20.6M · FCF $50.1M

2022-FY → 2025-FY

Gross margin

25.1%-8.4% pts

Operating margin

2.3%-3.6% pts

Net margin

1.1%-0.1% pts

FCF margin

2.6%+10.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.96B$1.96B$1.74B$1.92B$1.89B
Net Income$20.6M$20.6M$18.6M$32.1M$22.5M
EBITDA$102.1M$102.1M$109.8M$121.3M$119.3M
EPS0.030.030.020.040.03
Gross Margin25.1%25.1%32.8%32.7%33.6%
Operating Margin2.3%2.3%6.3%4.3%5.9%
Net Margin1.1%1.1%1.1%1.7%1.2%
Balance Sheet
Debt/Equity0.010.010.010.220.28
Current Ratio3.093.09———
Cash Flow
Free Cash Flow$50.1M$50.1M$63.1M$51.3M$-142.9M
Returns
ROE1.0%1.0%0.9%2.0%1.5%
Valuation
P/E403.54403.54525.51220.95342.26
EV/EBITDA74.5074.5082.3157.0063.17
P/B3.873.874.594.495.14
Growth & Yield
Revenue Growth12.8%12.8%-9.5%1.6%—
EPS Growth4.5%4.5%-45.3%43.2%—
Dividend Yield0.1%0.1%———

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

229.6%

muy exigente

EPS terminal req.

$0.91

Spread vs growth

-225.1%

5Y implied EPS CAGR

112.5%

muy exigente

EPS terminal req.

$1.10

Spread vs growth

-108.0%

10Y implied EPS CAGR

52.9%

muy exigente

EPS terminal req.

$1.77

Spread vs growth

-48.4%

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 -20.5%

Total return

-20.5%

Start / end P/E

530.9x → 403.5x

EPS bridge

0.02 → 0.03

Residual

-1.1%

EPS growth+4.5%
Multiple rerating-24.0%
Dividend+0.1%
Residual / FX / buybacks / cross-term-1.1%

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.