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300447.SZ$15.82-0.75%
Fair $15.82+0.0%

300447.SZ

Nanjing Quanxin Cable Technology Co., Ltd.

Technology / Communication EquipmentShenzhen

$15.82

-0.12 (-0.75%)

Fairly Valued+0.0%Fair Value $15.82Fund rank 25/100 · Data gapFallback financials|
SA 44/C
F-Score: 7/9
Declining RevenueLow 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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $73.3M · 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 11/100Data 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

44/100

C

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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 3 consecutive years ROE is 1.5%, below the 5% threshold
Thesis & Journal · 300447.SZLocal privado en este navegador · Nanjing Quanxin Cable 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

$4.9B

P/E

175.8x

↑

EV/EBITDA

54.1x

↑

ROE

1.5%

↓

Gross Margin

35.5%

↑

Debt/Equity

0.01

↓
52-Week Range$16
$14$24

TradingView lightweight chart

300447.SZ price, volumen y niveles de valoración

Último $15.82Periodo +189.3%
Fair value: $15.82

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

-8.4%

FCF CAGR

—

FCF margin

44.4%

FCF / Net income

12.55x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $838.6M · net income $29.7M · FCF $372.3M

2022-FY → 2025-FY

Gross margin

35.5%-8.0% pts

Operating margin

8.5%-12.3% pts

Net margin

3.5%-13.8% pts

FCF margin

44.4%+70.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$838.6M$838.6M$910.4M$1.04B$1.09B
Net Income$29.7M$29.7M$17.8M$133.5M$189.2M
EBITDA$81.9M$81.9M$56.6M$201.2M$243.6M
EPS0.100.100.060.430.61
Gross Margin35.5%35.5%32.0%39.7%43.5%
Operating Margin8.5%8.5%5.5%16.9%20.7%
Net Margin3.5%3.5%2.0%12.9%17.3%
Balance Sheet
Debt/Equity0.010.010.020.030.06
Current Ratio4.824.82———
Cash Flow
Free Cash Flow$372.3M$372.3M$-41.2M$73.3M$-279.8M
Returns
ROE1.5%1.5%0.9%6.6%10.1%
Valuation
P/E175.78175.78214.5132.7526.46
EV/EBITDA54.0754.0765.5420.6219.83
P/B2.452.451.932.172.67
Growth & Yield
Revenue Growth-7.9%-7.9%-12.2%-5.1%—
EPS Growth67.7%67.7%-86.7%-29.5%—
Dividend Yield0.4%0.4%———

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

144.6%

muy exigente

EPS terminal req.

$1.40

Spread vs growth

-77.0%

5Y implied EPS CAGR

77.7%

muy exigente

EPS terminal req.

$1.70

Spread vs growth

-10.0%

10Y implied EPS CAGR

39.8%

muy exigente

EPS terminal req.

$2.74

Spread vs growth

27.9%

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 +13.4%

Total return

+13.4%

Start / end P/E

244.8x → 165.0x

EPS bridge

0.06 → 0.10

Residual

-22.1%

EPS growth+67.7%
Multiple rerating-32.6%
Dividend+0.4%
Residual / FX / buybacks / cross-term-22.1%

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.