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300532.SZ$7.03-1.40%
Fair $7.03+0.0%

300532.SZ

New Trend International Logis-Tech Co.,Ltd.

Technology / Software - ApplicationShenzhen

$7.03

-0.10 (-1.40%)

Fairly Valued+0.0%Fair Value $7.03Fund rank 34/100 · Data gapFallback financials|
SA 40/C
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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $192.4M · quality 68.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 55/100Data 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

40/100

C

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 · 300532.SZLocal privado en este navegador · New Trend International Logis-Tech 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

$4.5B

P/E

20.7x

↓

EV/EBITDA

11.3x

↓

ROE

13.1%

↑

Gross Margin

24.4%

↓

Debt/Equity

0.02

↓
52-Week Range$7
$7$10

TradingView lightweight chart

300532.SZ price, volumen y niveles de valoración

Último $7.130Periodo +99.6%
Fair value: $7.030

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

-0.7%

FCF CAGR

-36.0%

FCF margin

2.9%

FCF / Net income

0.30x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.36B · net income $235.1M · FCF $69.4M

2022-FY → 2025-FY

Gross margin

24.4%-3.4% pts

Operating margin

10.7%-2.3% pts

Net margin

10.0%-0.7% pts

FCF margin

2.9%-8.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.36B$2.36B$2.37B$3.06B$2.41B
Net Income$235.1M$235.1M$276.4M$388.2M$257.9M
EBITDA$283.9M$283.9M$338.3M$461.4M$313.9M
EPS0.370.370.440.610.41
Gross Margin24.4%24.4%26.8%27.4%27.7%
Operating Margin10.7%10.7%13.7%15.6%13.0%
Net Margin10.0%10.0%11.7%12.7%10.7%
Balance Sheet
Debt/Equity0.020.020.040.030.03
Current Ratio1.501.50———
Cash Flow
Free Cash Flow$69.4M$69.4M$192.4M$596.4M$264.9M
Returns
ROE13.1%13.1%16.4%23.6%18.3%
Valuation
P/E20.6820.6817.4912.4818.49
EV/EBITDA11.2711.2710.417.7612.60
P/B2.482.482.862.943.38
Growth & Yield
Revenue Growth-0.3%-0.3%-22.5%26.6%—
EPS Growth-14.8%-14.8%-29.1%48.5%—
Dividend Yield4.8%4.8%———

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

18.9%

exigente

EPS terminal req.

$0.62

Spread vs growth

-33.6%

5Y implied EPS CAGR

15.2%

exigente

EPS terminal req.

$0.75

Spread vs growth

-30.0%

10Y implied EPS CAGR

12.6%

razonable

EPS terminal req.

$1.22

Spread vs growth

-27.3%

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 -10.6%

Total return

-10.6%

Start / end P/E

19.1x → 18.9x

EPS bridge

0.44 → 0.37

Residual

+0.1%

EPS growth-14.8%
Multiple rerating-0.8%
Dividend+4.8%
Residual / FX / buybacks / cross-term+0.1%

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.