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300622.SZ$17.59+2.39%
Fair $17.59+0.0%

300622.SZ

Doctorglasses Chain Co.,Ltd.

Consumer Cyclical / Specialty RetailShenzhen

$17.59

+0.41 (+2.39%)

Fairly Valued+0.0%Fair Value $17.59Fund rank 40/100 · Data gapFallback financials|
SA 51/C
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 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $259.3M · quality 87.0/100

Data gap 40/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 93/100Data 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

51/100

C

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 · 300622.SZLocal privado en este navegador · Doctorglasses Chain 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

35.9x

↑

EV/EBITDA

12.2x

↑

ROE

16.4%

↑

Gross Margin

60.6%

↑

Debt/Equity

0.20

↓
52-Week Range$18
$16$28

TradingView lightweight chart

300622.SZ price, volumen y niveles de valoración

Último $17.59Periodo +342.7%
Fair value: $17.59

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

+12.2%

FCF CAGR

+14.9%

FCF margin

20.3%

FCF / Net income

1.86x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.36B · net income $148.6M · FCF $276.3M

2022-FY → 2025-FY

Gross margin

60.6%-1.3% pts

Operating margin

13.6%+3.3% pts

Net margin

10.9%+3.0% pts

FCF margin

20.3%+1.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.36B$1.36B$1.20B$1.18B$962.2M
Net Income$148.6M$148.6M$103.6M$128.1M$75.8M
EBITDA$330.6M$330.6M$275.9M$314.5M$247.8M
EPS0.650.650.460.570.34
Gross Margin60.6%60.6%61.7%63.1%61.8%
Operating Margin13.6%13.6%12.0%14.3%10.3%
Net Margin10.9%10.9%8.6%10.9%7.9%
Balance Sheet
Debt/Equity0.200.200.340.210.26
Current Ratio3.753.75———
Cash Flow
Free Cash Flow$276.3M$276.3M$249.5M$259.3M$182.1M
Returns
ROE16.4%16.4%13.6%16.2%11.1%
Valuation
P/E35.9035.9061.4720.0934.12
EV/EBITDA12.1612.1623.308.0910.23
P/B4.434.438.373.263.78
Growth & Yield
Revenue Growth13.1%13.1%2.3%22.2%—
EPS Growth41.3%41.3%-19.2%68.2%—
Dividend Yield1.5%1.5%———

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

33.9%

muy exigente

EPS terminal req.

$1.56

Spread vs growth

7.4%

5Y implied EPS CAGR

23.8%

exigente

EPS terminal req.

$1.89

Spread vs growth

17.5%

10Y implied EPS CAGR

16.7%

exigente

EPS terminal req.

$3.04

Spread vs growth

24.6%

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 -20.3%

Total return

-20.3%

Start / end P/E

48.9x → 27.1x

EPS bridge

0.46 → 0.65

Residual

-18.4%

EPS growth+41.3%
Multiple rerating-44.6%
Dividend+1.5%
Residual / FX / buybacks / cross-term-18.4%

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.