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300626.SZ$34.05-4.06%
Fair $34.05+0.0%

300626.SZ

Huarui Electrical Appliance Co.,Ltd.

Technology / Electronic ComponentsShenzhen

$34.05

-1.44 (-4.06%)

Fairly Valued+0.0%Fair Value $34.05Fund rank 24/100 · Data gapFallback financials|
SA 50/C
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 33% · confianza 19%

FCF escenarios

weak_data · normalized FCF $18.6M · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

50/100

C

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 1.9%, below the 5% threshold
Thesis & Journal · 300626.SZLocal privado en este navegador · Huarui Electrical Appliance 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

$6.1B

P/E

378.3x

↑

EV/EBITDA

111.0x

↑

ROE

1.9%

↓

Gross Margin

16.7%

↓

Debt/Equity

0.37

↑
52-Week Range$34
$10$47

TradingView lightweight chart

300626.SZ price, volumen y niveles de valoración

Último $34.05Periodo +415.9%
Fair value: $34.05

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

+7.1%

FCF CAGR

—

FCF margin

-2.2%

FCF / Net income

-1.85x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $822.2M · net income $9.9M · FCF $-18.4M

2022-FY → 2025-FY

Gross margin

16.7%+0.3% pts

Operating margin

6.5%+2.2% pts

Net margin

1.2%-2.5% pts

FCF margin

-2.2%-13.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$822.2M$822.2M$751.9M$665.8M$668.9M
Net Income$9.9M$9.9M$-3.3M$-90.9M$24.8M
EBITDA$52.2M$52.2M$40.0M$-45.5M$71.6M
EPS0.060.06-0.02-0.500.14
Gross Margin16.7%16.7%17.6%17.0%16.4%
Operating Margin6.5%6.5%6.9%4.5%4.2%
Net Margin1.2%1.2%-0.4%-13.6%3.7%
Balance Sheet
Debt/Equity0.370.370.480.400.50
Current Ratio1.681.68———
Cash Flow
Free Cash Flow$-18.4M$-18.4M$18.6M$32.4M$73.8M
Returns
ROE1.9%1.9%-0.6%-17.4%4.1%
Valuation
P/E378.33378.33——58.00
EV/EBITDA111.03111.0339.13—23.83
P/B10.7310.732.693.802.35
Growth & Yield
Revenue Growth9.3%9.3%12.9%-0.5%—
EPS Growth400.0%400.0%96.0%-457.1%—

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

269.3%

muy exigente

EPS terminal req.

$3.02

Spread vs growth

130.7%

5Y implied EPS CAGR

127.5%

muy exigente

EPS terminal req.

$3.66

Spread vs growth

272.5%

10Y implied EPS CAGR

58.2%

muy exigente

EPS terminal req.

$5.89

Spread vs growth

341.8%

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 +231.5%

Total return

+231.5%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.02 → 0.06

Residual

+231.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+231.5%

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.