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300547.SZ$36.42+7.53%
Fair $36.42+0.0%

300547.SZ

Sichuan Chuanhuan Technology Co.,Ltd.

Consumer Cyclical / Auto PartsShenzhen

$36.42

+2.55 (+7.53%)

Fairly Valued+0.0%Fair Value $36.42Fund rank 29/100 · Data gapFallback financials|
SA 37/D
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $92.6M · quality 52.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 62/100Data 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

37/100

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: 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 · 300547.SZLocal privado en este navegador · Sichuan Chuanhuan 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

$7.9B

P/E

40.0x

↑

EV/EBITDA

28.1x

↑

ROE

15.2%

↑

Gross Margin

22.9%

↓

Debt/Equity

N/A

•
52-Week Range$36
$27$59

TradingView lightweight chart

300547.SZ price, volumen y niveles de valoración

Último $33.87Periodo +248.8%
Fair value: $36.42

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

+18.9%

FCF CAGR

+29.1%

FCF margin

6.1%

FCF / Net income

0.45x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.52B · net income $204.0M · FCF $92.6M

2022-FY → 2025-FY

Gross margin

22.9%-0.5% pts

Operating margin

15.6%+0.2% pts

Net margin

13.4%-0.1% pts

FCF margin

6.1%+1.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.52B$1.52B$1.36B$1.11B$907.0M
Net Income$204.0M$204.0M$202.7M$162.0M$122.4M
EBITDA$274.1M$274.1M$272.0M$233.1M$165.6M
EPS0.940.940.930.750.56
Gross Margin22.9%22.9%24.6%25.6%23.5%
Operating Margin15.6%15.6%17.5%18.3%15.4%
Net Margin13.4%13.4%14.9%14.6%13.5%
Balance Sheet
Current Ratio4.004.00———
Cash Flow
Free Cash Flow$92.6M$92.6M$149.6M$38.6M$43.1M
Returns
ROE15.2%15.2%16.9%14.9%12.3%
Valuation
P/E40.0240.0227.6621.4627.39
EV/EBITDA28.0728.0719.7714.2819.16
P/B5.865.864.673.193.36
Growth & Yield
Revenue Growth11.7%11.7%22.9%22.3%—
EPS Growth1.0%1.0%25.1%32.4%—
Dividend Yield1.8%1.8%———

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

50.7%

muy exigente

EPS terminal req.

$3.23

Spread vs growth

-49.8%

5Y implied EPS CAGR

32.9%

muy exigente

EPS terminal req.

$3.91

Spread vs growth

-31.9%

10Y implied EPS CAGR

20.9%

exigente

EPS terminal req.

$6.30

Spread vs growth

-20.0%

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 +27.3%

Total return

+27.3%

Start / end P/E

31.1x → 38.6x

EPS bridge

0.93 → 0.94

Residual

+0.2%

EPS growth+1.0%
Multiple rerating+24.2%
Dividend+1.8%
Residual / FX / buybacks / cross-term+0.2%

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.