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300545.SZ$34.60+2.55%
Fair $34.60+0.0%

300545.SZ

Shenzhen Liande Automation Equipment co.,ltd.

Industrials / Electrical Equipment & PartsShenzhen

$34.60

+0.86 (+2.55%)

Fairly Valued+0.0%Fair Value $34.60Fund rank 27/100 · Data gapFallback financials|
SA 46/C
F-Score: 4/9

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 $-6.6M · quality 46.7/100

Data gap 27/100
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

46/100

C

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: 0unknown: 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.
Thesis & Journal · 300545.SZLocal privado en este navegador · Shenzhen Liande Automation 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

$6.4B

P/E

66.5x

↑

EV/EBITDA

27.9x

↑

ROE

5.2%

↓

Gross Margin

33.1%

↑

Debt/Equity

0.09

↓
52-Week Range$35
$27$41

TradingView lightweight chart

300545.SZ price, volumen y niveles de valoración

Último $34.60Periodo +223.7%
Fair value: $34.60

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

+6.3%

FCF CAGR

+90.1%

FCF margin

18.3%

FCF / Net income

1.93x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.17B · net income $111.1M · FCF $214.8M

2022-FY → 2025-FY

Gross margin

33.1%+1.8% pts

Operating margin

15.6%+5.1% pts

Net margin

9.5%+1.6% pts

FCF margin

18.3%+15.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.17B$1.17B$1.40B$1.21B$974.9M
Net Income$111.1M$111.1M$243.0M$177.3M$76.9M
EBITDA$214.4M$214.4M$339.8M$252.7M$132.7M
EPS0.610.611.310.960.42
Gross Margin33.1%33.1%37.2%34.1%31.3%
Operating Margin15.6%15.6%23.5%19.2%10.5%
Net Margin9.5%9.5%17.4%14.7%7.9%
Balance Sheet
Debt/Equity0.090.090.170.350.33
Current Ratio2.662.66———
Cash Flow
Free Cash Flow$214.8M$214.8M$-11.6M$-6.6M$31.3M
Returns
ROE5.2%5.2%12.5%10.6%5.1%
Valuation
P/E66.5466.5422.1530.1740.74
EV/EBITDA27.9027.9015.7921.0422.98
P/B2.932.932.783.212.09
Growth & Yield
Revenue Growth-16.1%-16.1%15.6%23.8%—
EPS Growth-53.4%-53.4%36.5%128.6%—
Dividend Yield0.3%0.3%———

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

71.4%

muy exigente

EPS terminal req.

$3.07

Spread vs growth

-124.8%

5Y implied EPS CAGR

43.5%

muy exigente

EPS terminal req.

$3.71

Spread vs growth

-97.0%

10Y implied EPS CAGR

25.6%

muy exigente

EPS terminal req.

$5.98

Spread vs growth

-79.1%

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 +18.1%

Total return

+18.1%

Start / end P/E

22.4x → 56.7x

EPS bridge

1.31 → 0.61

Residual

-81.8%

EPS growth-53.4%
Multiple rerating+153.1%
Dividend+0.3%
Residual / FX / buybacks / cross-term-81.8%

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.