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300389.SZ$14.13+0.14%
Fair $14.13+0.0%

300389.SZ

Shenzhen Absen Optoelectronic Co.,Ltd.

Technology / Consumer ElectronicsShenzhen

$14.13

+0.02 (+0.14%)

Fairly Valued+0.0%Fair Value $14.13Fund rank 36/100 · Data gapFallback financials|
SA 65/B
F-Score: 6/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $323.8M · quality 71.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 64/100Data 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

65/100

B

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: 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 · 300389.SZLocal privado en este navegador · Shenzhen Absen Optoelectronic 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

$5.2B

P/E

20.5x

↓

EV/EBITDA

10.6x

↓

ROE

15.4%

↑

Gross Margin

31.1%

↓

Debt/Equity

0.05

↓
52-Week Range$14
$10$22

TradingView lightweight chart

300389.SZ price, volumen y niveles de valoración

Último $14.13Periodo +113.6%
Fair value: $14.13

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

+14.1%

FCF CAGR

+15.9%

FCF margin

18.5%

FCF / Net income

3.05x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.16B · net income $251.9M · FCF $768.4M

2022-FY → 2025-FY

Gross margin

31.1%-0.2% pts

Operating margin

6.6%-1.0% pts

Net margin

6.1%-1.2% pts

FCF margin

18.5%+0.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.16B$4.16B$3.66B$4.01B$2.80B
Net Income$251.9M$251.9M$116.9M$315.7M$203.0M
EBITDA$377.7M$377.7M$208.2M$408.9M$279.9M
EPS0.680.680.320.860.59
Gross Margin31.1%31.1%27.5%29.0%31.4%
Operating Margin6.6%6.6%2.6%8.0%7.6%
Net Margin6.1%6.1%3.2%7.9%7.3%
Balance Sheet
Debt/Equity0.050.050.010.010.05
Current Ratio1.231.23———
Cash Flow
Free Cash Flow$768.4M$768.4M$74.2M$323.8M$493.7M
Returns
ROE15.4%15.4%7.7%22.0%17.1%
Valuation
P/E20.4820.4835.4919.5018.51
EV/EBITDA10.5710.5717.2713.1910.96
P/B3.183.182.744.293.17
Growth & Yield
Revenue Growth13.5%13.5%-8.6%43.3%—
EPS Growth113.7%113.7%-62.9%44.8%—
Dividend Yield2.5%2.5%———

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

22.5%

exigente

EPS terminal req.

$1.25

Spread vs growth

91.2%

5Y implied EPS CAGR

17.3%

exigente

EPS terminal req.

$1.52

Spread vs growth

96.4%

10Y implied EPS CAGR

13.6%

razonable

EPS terminal req.

$2.44

Spread vs growth

100.1%

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 +35.2%

Total return

+35.2%

Start / end P/E

33.4x → 20.7x

EPS bridge

0.32 → 0.68

Residual

-43.1%

EPS growth+113.7%
Multiple rerating-37.9%
Dividend+2.5%
Residual / FX / buybacks / cross-term-43.1%

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.