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300467.SZ$33.94-4.23%
Fair $33.94+0.0%

300467.SZ

Sichuan Xunyou Network Technology Co., Ltd.

Communication Services / Electronic Gaming & MultimediaShenzhen

$33.94

-1.50 (-4.23%)

Fairly Valued+0.0%Fair Value $33.94Fund rank 26/100 · Data gapFallback financials|
SA 50/C
F-Score: 6/9
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 19%

FCF escenarios

weak_data · normalized FCF $5.4M · quality 43.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

50/100

C

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: 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 2 consecutive years ROE is 4.0%, below the 5% threshold
Thesis & Journal · 300467.SZLocal privado en este navegador · Sichuan Xunyou Network 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

$6.9B

P/E

261.1x

↑

EV/EBITDA

150.2x

↑

ROE

4.0%

↓

Gross Margin

59.8%

↑

Debt/Equity

0.00

↓
52-Week Range$34
$18$43

TradingView lightweight chart

300467.SZ price, volumen y niveles de valoración

Último $33.94Periodo +179.3%
Fair value: $33.94

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

-6.9%

FCF CAGR

-55.2%

FCF margin

1.9%

FCF / Net income

0.21x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $286.9M · net income $25.6M · FCF $5.4M

2022-FY → 2025-FY

Gross margin

59.8%-8.9% pts

Operating margin

0.1%-12.1% pts

Net margin

8.9%+14.8% pts

FCF margin

1.9%-15.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$286.9M$286.9M$297.4M$370.7M$355.5M
Net Income$25.6M$25.6M$20.5M$29.4M$-20.8M
EBITDA$41.3M$41.3M$41.5M$91.9M$44.9M
EPS0.130.130.100.14-0.10
Gross Margin59.8%59.8%56.0%67.0%68.7%
Operating Margin0.1%0.1%-0.2%14.2%12.2%
Net Margin8.9%8.9%6.9%7.9%-5.9%
Balance Sheet
Debt/Equity0.000.000.020.020.03
Current Ratio6.946.94———
Cash Flow
Free Cash Flow$5.4M$5.4M$-13.8M$50.9M$59.8M
Returns
ROE4.0%4.0%3.3%4.9%-3.7%
Valuation
P/E261.08261.08149.50117.93—
EV/EBITDA150.16150.1662.5832.3448.85
P/B10.3510.354.945.784.53
Growth & Yield
Revenue Growth-3.5%-3.5%-19.8%4.3%—
EPS Growth30.0%30.0%-28.6%240.0%—

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

185.1%

muy exigente

EPS terminal req.

$3.01

Spread vs growth

-155.1%

5Y implied EPS CAGR

94.8%

muy exigente

EPS terminal req.

$3.64

Spread vs growth

-64.8%

10Y implied EPS CAGR

46.4%

muy exigente

EPS terminal req.

$5.87

Spread vs growth

-16.4%

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 +65.5%

Total return

+65.5%

Start / end P/E

205.1x → 261.1x

EPS bridge

0.10 → 0.13

Residual

+8.2%

EPS growth+30.0%
Multiple rerating+27.3%
Dividend+0.0%
Residual / FX / buybacks / cross-term+8.2%

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.