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300514.SZ$11.36+3.93%
Fair $11.36+0.0%

300514.SZ

Shenzhen Friendcom Technology Co., Ltd.

Technology / Communication EquipmentShenzhen

$11.36

+0.43 (+3.93%)

Fairly Valued+0.0%Fair Value $11.36Fund rank 33/100 · Data gapFallback financials|
SA 34/D
F-Score: 4/9
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 33% · confianza 23%

FCF escenarios

weak_data · normalized FCF $316.7M · quality 60.7/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 42/100Data 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

34/100

D

Piotroski

4/9

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 · 300514.SZLocal privado en este navegador · Shenzhen Friendcom 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

$2.3B

P/E

75.7x

↑

EV/EBITDA

18.5x

↑

ROE

6.7%

↑

Gross Margin

36.9%

↑

Debt/Equity

0.00

↓
52-Week Range$11
$10$16

TradingView lightweight chart

300514.SZ price, volumen y niveles de valoración

Último $11.36Periodo +86.5%
Fair value: $11.36

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

-8.0%

FCF CAGR

—

FCF margin

13.1%

FCF / Net income

1.49x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $796.5M · net income $70.0M · FCF $104.2M

2022-FY → 2025-FY

Gross margin

36.9%+6.2% pts

Operating margin

8.3%-3.2% pts

Net margin

8.8%-0.9% pts

FCF margin

13.1%+20.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$796.5M$796.5M$1.01B$1.10B$1.02B
Net Income$70.0M$70.0M$198.2M$191.6M$98.8M
EBITDA$90.8M$90.8M$253.9M$246.3M$132.4M
EPS0.350.350.990.960.49
Gross Margin36.9%36.9%41.6%36.8%30.7%
Operating Margin8.3%8.3%22.1%19.2%11.4%
Net Margin8.8%8.8%19.6%17.5%9.7%
Balance Sheet
Debt/Equity0.000.000.010.010.05
Current Ratio2.462.46———
Cash Flow
Free Cash Flow$104.2M$104.2M$316.7M$339.0M$-73.4M
Returns
ROE6.7%6.7%19.0%21.7%13.7%
Valuation
P/E75.7375.7313.5316.7522.51
EV/EBITDA18.4618.468.5011.5314.98
P/B2.162.162.573.633.08
Growth & Yield
Revenue Growth-21.1%-21.1%-7.9%7.4%—
EPS Growth-64.6%-64.6%3.1%95.9%—
Dividend Yield2.6%2.6%———

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

42.3%

muy exigente

EPS terminal req.

$1.01

Spread vs growth

-106.9%

5Y implied EPS CAGR

28.4%

muy exigente

EPS terminal req.

$1.22

Spread vs growth

-93.0%

10Y implied EPS CAGR

18.8%

exigente

EPS terminal req.

$1.96

Spread vs growth

-83.5%

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 -11.2%

Total return

-11.2%

Start / end P/E

13.3x → 32.5x

EPS bridge

0.99 → 0.35

Residual

-93.0%

EPS growth-64.6%
Multiple rerating+143.8%
Dividend+2.6%
Residual / FX / buybacks / cross-term-93.0%

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.