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300441.SZ$6.24-2.04%
Fair $6.24+0.0%

300441.SZ

Ningbo BaoSi Energy Equipment Co., Ltd.

Industrials / Specialty Industrial MachineryShenzhen

$6.24

-0.13 (-2.04%)

Fairly Valued+0.0%Fair Value $6.24Fund rank 25/100 · Data gapFallback financials|
SA 32/D
F-Score: 3/9
Declining Revenue

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 $-391.5M · quality 43.7/100

Data gap 25/100
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

32/100

D

Piotroski

3/9

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. Revenue has declined for 2 consecutive years
Thesis & Journal · 300441.SZLocal privado en este navegador · Ningbo BaoSi Energy Equipment 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

$4.0B

P/E

24.0x

↑

EV/EBITDA

11.8x

↑

ROE

7.7%

↑

Gross Margin

28.8%

↑

Debt/Equity

0.15

↓
52-Week Range$6
$6$10

TradingView lightweight chart

300441.SZ price, volumen y niveles de valoración

Último $6.240Periodo +186.2%
Fair value: $6.240

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

-5.8%

FCF CAGR

—

FCF margin

-22.8%

FCF / Net income

-2.02x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.72B · net income $193.6M · FCF $-391.5M

2022-FY → 2025-FY

Gross margin

28.8%-3.8% pts

Operating margin

17.0%+2.4% pts

Net margin

11.3%+5.9% pts

FCF margin

-22.8%-28.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.72B$1.72B$2.32B$2.42B$2.05B
Net Income$193.6M$193.6M$832.3M$280.6M$110.9M
EBITDA$357.9M$357.9M$1.31B$580.4M$352.5M
EPS0.300.301.290.430.17
Gross Margin28.8%28.8%33.6%33.8%32.5%
Operating Margin17.0%17.0%20.6%18.5%14.6%
Net Margin11.3%11.3%35.9%11.6%5.4%
Balance Sheet
Debt/Equity0.150.150.050.290.36
Current Ratio1.811.81———
Cash Flow
Free Cash Flow$-391.5M$-391.5M$-557.4M$33.9M$107.4M
Returns
ROE7.7%7.7%33.3%15.0%6.8%
Valuation
P/E24.0024.006.3016.0934.29
EV/EBITDA11.7911.793.748.1411.55
P/B1.611.612.102.422.35
Growth & Yield
Revenue Growth-26.0%-26.0%-3.9%17.6%—
EPS Growth-76.7%-76.7%200.0%152.9%—
Dividend Yield1.0%1.0%———

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

22.7%

exigente

EPS terminal req.

$0.55

Spread vs growth

-99.4%

5Y implied EPS CAGR

17.4%

exigente

EPS terminal req.

$0.67

Spread vs growth

-94.2%

10Y implied EPS CAGR

13.7%

razonable

EPS terminal req.

$1.08

Spread vs growth

-90.4%

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 -24.1%

Total return

-24.1%

Start / end P/E

6.5x → 20.8x

EPS bridge

1.29 → 0.30

Residual

-170.5%

EPS growth-76.7%
Multiple rerating+222.1%
Dividend+1.0%
Residual / FX / buybacks / cross-term-170.5%

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.