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300410.SZ$11.75-2.33%
Fair $11.75+0.0%

300410.SZ

Guangdong Zhengye Technology Co.,Ltd.

Technology / Scientific & Technical InstrumentsShenzhen

$11.75

-0.28 (-2.33%)

Fairly Valued+0.0%Fair Value $11.75Fund rank 23/100 · Data gapFallback financials|
SA 37/D
F-Score: 8/9

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 15%

FCF escenarios

weak_data · normalized FCF $-126.6M · quality 33.0/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

37/100

D

Piotroski

8/9

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 · 300410.SZLocal privado en este navegador · Guangdong Zhengye 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

$4.3B

P/E

106.8x

↑

EV/EBITDA

65.9x

↑

ROE

14.0%

↑

Gross Margin

31.2%

↓

Debt/Equity

1.36

↑
52-Week Range$12
$6$13

TradingView lightweight chart

300410.SZ price, volumen y niveles de valoración

Último $11.75Periodo +260.7%
Fair value: $11.75

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

-4.3%

FCF CAGR

—

FCF margin

7.1%

FCF / Net income

1.69x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $869.2M · net income $36.8M · FCF $62.0M

2022-FY → 2025-FY

Gross margin

31.2%+0.8% pts

Operating margin

6.3%+5.9% pts

Net margin

4.2%+14.5% pts

FCF margin

7.1%+10.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$869.2M$869.2M$710.7M$758.3M$990.5M
Net Income$36.8M$36.8M$-223.5M$-220.6M$-101.3M
EBITDA$68.3M$68.3M$-158.0M$-190.2M$-50.0M
EPS0.100.10-0.61-0.60-0.27
Gross Margin31.2%31.2%24.2%24.3%30.4%
Operating Margin6.3%6.3%-11.7%-15.7%0.4%
Net Margin4.2%4.2%-31.4%-29.1%-10.2%
Balance Sheet
Debt/Equity1.361.361.901.230.56
Current Ratio1.131.13———
Cash Flow
Free Cash Flow$62.0M$62.0M$-177.8M$-126.6M$-30.6M
Returns
ROE14.0%14.0%-103.1%-50.2%-15.4%
Valuation
P/E106.82106.82———
EV/EBITDA65.8765.87———
P/B16.4316.438.357.006.26
Growth & Yield
Revenue Growth22.3%22.3%-6.3%-23.4%—
EPS Growth116.4%116.4%-1.7%-122.2%—

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

118.5%

muy exigente

EPS terminal req.

$1.04

Spread vs growth

-2.1%

5Y implied EPS CAGR

66.0%

muy exigente

EPS terminal req.

$1.26

Spread vs growth

50.4%

10Y implied EPS CAGR

35.1%

muy exigente

EPS terminal req.

$2.03

Spread vs growth

81.3%

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 +101.9%

Total return

+101.9%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.61 → 0.10

Residual

+101.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+101.9%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.