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300615.SZ$11.49-2.13%
Fair $11.49+0.0%

300615.SZ

XDC Industries (Shenzhen) Limited

Technology / Electronic ComponentsShenzhen

$11.49

-0.25 (-2.13%)

Fairly Valued+0.0%Fair Value $11.49Fund rank 29/100 · Data gapFallback financials|
SA 17/F
F-Score: 6/9
Low Profitability

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 19%

FCF escenarios

weak_data · normalized FCF $-30.1M · quality 51.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

17/100

F

Piotroski

6/9

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. ROE is -1.7%, below the 5% threshold
Thesis & Journal · 300615.SZLocal privado en este navegador · XDC Industries (Shenzhen) Limited
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

$2.2B

P/E

N/A

•

EV/EBITDA

937.9x

↑

ROE

-1.7%

↓

Gross Margin

22.5%

↓

Debt/Equity

0.31

↑
52-Week Range$11
$11$17

TradingView lightweight chart

300615.SZ price, volumen y niveles de valoración

Último $11.74Periodo +20.7%
Fair value: $11.49

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

-2.8%

FCF CAGR

—

FCF margin

-8.3%

FCF / Net income

4.57x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $473.7M · net income $-8.6M · FCF $-39.5M

2022-FY → 2025-FY

Gross margin

22.5%-5.7% pts

Operating margin

6.4%-5.6% pts

Net margin

-1.8%-10.8% pts

FCF margin

-8.3%-11.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$473.7M$473.7M$277.2M$616.1M$516.6M
Net Income$-8.6M$-8.6M$-18.3M$60.3M$46.5M
EBITDA$2.7M$2.7M$6.8M$114.9M$94.8M
EPS-0.04-0.04-0.100.310.25
Gross Margin22.5%22.5%21.7%29.0%28.2%
Operating Margin6.4%6.4%-9.5%14.4%12.0%
Net Margin-1.8%-1.8%-6.6%9.8%9.0%
Balance Sheet
Debt/Equity0.310.310.070.090.10
Current Ratio1.601.60———
Cash Flow
Free Cash Flow$-39.5M$-39.5M$-30.1M$116.5M$14.4M
Returns
ROE-1.7%-1.7%-3.5%11.2%8.5%
Valuation
P/E———49.0045.36
EV/EBITDA937.85937.85442.9725.1922.05
P/B4.924.925.765.473.85
Growth & Yield
Revenue Growth70.9%70.9%-55.0%19.3%—
EPS Growth60.0%60.0%-132.3%24.0%—
Dividend Yield0.4%0.4%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -8.5%

Total return

-8.5%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.10 → -0.04

Residual

-8.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.4%
Residual / FX / buybacks / cross-term-8.9%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.