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300378.SZ$40.39+14.71%
Fair $40.39+0.0%

300378.SZ

Digiwin Co., Ltd.

Technology / Software - InfrastructureShenzhen

$40.39

+5.18 (+14.71%)

Fairly Valued+0.0%Fair Value $40.39Fund rank 24/100 · Data gapFallback financials|
SA 46/C
F-Score: 5/9

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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-138.6M · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 10/100Data 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

46/100

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: 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 · 300378.SZLocal privado en este navegador · Digiwin 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

$11.0B

P/E

66.2x

↑

EV/EBITDA

31.3x

↑

ROE

6.9%

↑

Gross Margin

58.5%

↑

Debt/Equity

0.45

↑
52-Week Range$40
$32$72

TradingView lightweight chart

300378.SZ price, volumen y niveles de valoración

Último $40.39Periodo +196.7%
Fair value: $40.39

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

+6.8%

FCF CAGR

-55.5%

FCF margin

0.6%

FCF / Net income

0.08x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.43B · net income $163.5M · FCF $13.7M

2022-FY → 2025-FY

Gross margin

58.5%-6.8% pts

Operating margin

11.8%+2.3% pts

Net margin

6.7%+0.0% pts

FCF margin

0.6%-7.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.43B$2.43B$2.33B$2.23B$2.00B
Net Income$163.5M$163.5M$155.6M$150.3M$133.8M
EBITDA$328.0M$328.0M$319.6M$308.3M$273.6M
EPS0.610.610.580.550.50
Gross Margin58.5%58.5%58.3%61.9%65.3%
Operating Margin11.8%11.8%12.1%11.0%9.5%
Net Margin6.7%6.7%6.7%6.7%6.7%
Balance Sheet
Debt/Equity0.450.450.060.050.04
Current Ratio2.162.16———
Cash Flow
Free Cash Flow$13.7M$13.7M$-204.7M$-138.6M$155.6M
Returns
ROE6.9%6.9%7.1%7.3%7.3%
Valuation
P/E66.2166.2139.7136.1532.66
EV/EBITDA31.3331.3317.3715.1212.28
P/B4.544.542.822.632.37
Growth & Yield
Revenue Growth4.4%4.4%4.6%11.7%—
EPS Growth5.2%5.2%5.5%10.0%—
Dividend Yield0.3%0.3%———

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

80.4%

muy exigente

EPS terminal req.

$3.58

Spread vs growth

-75.3%

5Y implied EPS CAGR

48.0%

muy exigente

EPS terminal req.

$4.34

Spread vs growth

-42.9%

10Y implied EPS CAGR

27.6%

muy exigente

EPS terminal req.

$6.98

Spread vs growth

-22.4%

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 +16.1%

Total return

+16.1%

Start / end P/E

60.1x → 66.2x

EPS bridge

0.58 → 0.61

Residual

+0.5%

EPS growth+5.2%
Multiple rerating+10.1%
Dividend+0.3%
Residual / FX / buybacks / cross-term+0.5%

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.