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300611.SZ$26.41-0.34%
Fair $26.41+0.0%

300611.SZ

Zhejiang Meili High Technology Co., Ltd.

Industrials / Tools & AccessoriesShenzhenCN

$26.41

-0.09 (-0.34%)

Fairly Valued+0.0%Fair Value $26.41Fund rank 29/100 · Data gapFallback financials|
SA 60/B
F-Score: 7/9

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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $32.2M · quality 48.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

60/100

B

Piotroski

7/9

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 · 300611.SZLocal privado en este navegador · Zhejiang Meili High 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

$5.6B

P/E

43.3x

↑

EV/EBITDA

19.6x

↑

ROE

11.5%

↑

Gross Margin

24.0%

↓

Debt/Equity

0.61

↑
52-Week Range$26
$21$37

TradingView lightweight chart

300611.SZ price, volumen y niveles de valoración

Último $26.41Periodo +178.6%
Fair value: $26.41

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

+22.8%

FCF CAGR

—

FCF margin

6.4%

FCF / Net income

0.89x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.01B · net income $145.9M · FCF $129.2M

2022-FY → 2025-FY

Gross margin

24.0%+9.4% pts

Operating margin

10.3%+9.9% pts

Net margin

7.3%+10.7% pts

FCF margin

6.4%+13.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.01B$2.01B$1.60B$1.38B$1.09B
Net Income$145.9M$145.9M$106.7M$40.7M$-37.6M
EBITDA$301.9M$301.9M$241.8M$167.9M$82.8M
EPS0.690.690.510.19-0.20
Gross Margin24.0%24.0%20.8%18.3%14.6%
Operating Margin10.3%10.3%9.1%6.9%0.3%
Net Margin7.3%7.3%6.7%3.0%-3.5%
Balance Sheet
Debt/Equity0.610.610.500.570.50
Current Ratio1.141.14———
Cash Flow
Free Cash Flow$129.2M$129.2M$30.6M$32.2M$-81.7M
Returns
ROE11.5%11.5%9.8%4.1%-3.8%
Valuation
P/E43.3043.3019.1858.74—
EV/EBITDA19.6319.639.9216.2922.70
P/B4.414.411.882.411.59
Growth & Yield
Revenue Growth25.5%25.5%16.5%26.6%—
EPS Growth35.3%35.3%168.4%195.0%—
Dividend Yield0.6%0.6%———

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

50.3%

muy exigente

EPS terminal req.

$2.34

Spread vs growth

-15.0%

5Y implied EPS CAGR

32.7%

muy exigente

EPS terminal req.

$2.84

Spread vs growth

2.6%

10Y implied EPS CAGR

20.8%

exigente

EPS terminal req.

$4.57

Spread vs growth

14.5%

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 +21.8%

Total return

+21.8%

Start / end P/E

42.7x → 38.3x

EPS bridge

0.51 → 0.69

Residual

-3.7%

EPS growth+35.3%
Multiple rerating-10.4%
Dividend+0.6%
Residual / FX / buybacks / cross-term-3.7%

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.