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300563.SZ$29.89+1.63%
Fair $29.89+0.0%

300563.SZ

Shenyu Communication Technology Inc.

Technology / Electronics & Computer DistributionShenzhen

$29.89

+0.48 (+1.63%)

Fairly Valued+0.0%Fair Value $29.89Fund rank 26/100 · Data gapFallback financials|
SA 38/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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $27.1M · quality 43.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

38/100

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 · 300563.SZLocal privado en este navegador · Shenyu Communication Technology Inc.
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

$5.4B

P/E

72.9x

↑

EV/EBITDA

37.5x

↑

ROE

6.5%

↑

Gross Margin

21.1%

↓

Debt/Equity

0.41

↑
52-Week Range$30
$29$52

TradingView lightweight chart

300563.SZ price, volumen y niveles de valoración

Último $29.89Periodo +305.6%
Fair value: $29.89

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

+3.2%

FCF CAGR

+172.7%

FCF margin

15.5%

FCF / Net income

1.77x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $844.6M · net income $74.0M · FCF $131.0M

2022-FY → 2025-FY

Gross margin

21.1%+7.2% pts

Operating margin

10.4%+4.1% pts

Net margin

8.8%+3.1% pts

FCF margin

15.5%+14.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$844.6M$844.6M$877.1M$755.0M$768.4M
Net Income$74.0M$74.0M$79.5M$50.4M$43.2M
EBITDA$134.9M$134.9M$135.1M$97.7M$91.5M
EPS0.410.410.430.280.24
Gross Margin21.1%21.1%16.4%16.6%13.9%
Operating Margin10.4%10.4%4.6%6.6%6.3%
Net Margin8.8%8.8%9.1%6.7%5.6%
Balance Sheet
Debt/Equity0.410.410.010.000.01
Current Ratio4.674.67———
Cash Flow
Free Cash Flow$131.0M$131.0M$27.1M$-18.1M$6.5M
Returns
ROE6.5%6.5%7.6%4.9%4.5%
Valuation
P/E72.9072.90118.1455.2147.25
EV/EBITDA37.5237.5267.6525.7521.85
P/B4.714.718.942.702.11
Growth & Yield
Revenue Growth-3.7%-3.7%16.2%-1.7%—
EPS Growth-4.7%-4.7%53.6%16.7%—
Dividend Yield0.8%0.8%———

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

86.3%

muy exigente

EPS terminal req.

$2.65

Spread vs growth

-91.0%

5Y implied EPS CAGR

50.9%

muy exigente

EPS terminal req.

$3.21

Spread vs growth

-55.6%

10Y implied EPS CAGR

28.8%

muy exigente

EPS terminal req.

$5.17

Spread vs growth

-33.5%

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 -19.4%

Total return

-19.4%

Start / end P/E

87.1x → 72.9x

EPS bridge

0.43 → 0.41

Residual

+0.8%

EPS growth-4.7%
Multiple rerating-16.3%
Dividend+0.8%
Residual / FX / buybacks / cross-term+0.8%

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.