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300642.SZ$14.20+1.79%
Fair $14.20+0.0%

300642.SZ

Tellgen Corporation

Healthcare / Medical DevicesShenzhen

$14.20

+0.25 (+1.79%)

Fairly Valued+0.0%Fair Value $14.20Fund rank 36/100 · Data gapFallback financials|
SA 34/D
F-Score: 4/9
Declining RevenueLow 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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $75.9M · quality 75.7/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 67/100Data 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

34/100

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: 2unknown: 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. Revenue has declined for 3 consecutive years ROE is 0.3%, below the 5% threshold
Thesis & Journal · 300642.SZLocal privado en este navegador · Tellgen Corporation
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

$2.3B

P/E

645.5x

↑

EV/EBITDA

39.1x

↑

ROE

0.3%

↓

Gross Margin

69.6%

↑

Debt/Equity

0.28

↑
52-Week Range$14
$14$33

TradingView lightweight chart

300642.SZ price, volumen y niveles de valoración

Último $14.20Periodo -26.2%
Fair value: $14.20

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

-20.2%

FCF CAGR

-8.1%

FCF margin

20.9%

FCF / Net income

21.15x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $363.8M · net income $3.6M · FCF $75.9M

2022-FY → 2025-FY

Gross margin

69.6%+12.5% pts

Operating margin

10.6%-3.0% pts

Net margin

1.0%-16.4% pts

FCF margin

20.9%+7.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$363.8M$363.8M$436.8M$542.8M$716.0M
Net Income$3.6M$3.6M$34.5M$89.4M$124.8M
EBITDA$59.5M$59.5M$103.0M$166.4M$212.2M
EPS0.020.020.210.550.77
Gross Margin69.6%69.6%66.1%65.3%57.0%
Operating Margin10.6%10.6%14.7%13.9%13.6%
Net Margin1.0%1.0%7.9%16.5%17.4%
Balance Sheet
Debt/Equity0.280.280.070.010.01
Current Ratio5.385.38———
Cash Flow
Free Cash Flow$75.9M$75.9M$78.1M$25.1M$97.8M
Returns
ROE0.3%0.3%2.3%5.8%8.5%
Valuation
P/E645.45645.4562.8631.4227.85
EV/EBITDA39.1439.1419.0514.6015.33
P/B1.621.621.441.842.36
Growth & Yield
Revenue Growth-16.7%-16.7%-19.5%-24.2%—
EPS Growth-89.7%-89.7%-61.1%-28.6%—
Dividend Yield0.7%0.7%———

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

285.5%

muy exigente

EPS terminal req.

$1.26

Spread vs growth

-375.1%

5Y implied EPS CAGR

133.4%

muy exigente

EPS terminal req.

$1.52

Spread vs growth

-223.1%

10Y implied EPS CAGR

60.2%

muy exigente

EPS terminal req.

$2.46

Spread vs growth

-149.9%

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 +1.8%

Total return

+1.8%

Start / end P/E

66.0x → 645.5x

EPS bridge

0.21 → 0.02

Residual

-787.8%

EPS growth-89.7%
Multiple rerating+878.5%
Dividend+0.7%
Residual / FX / buybacks / cross-term-787.8%

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.