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300643.SZ$17.55+2.33%
Fair $17.55+0.0%

300643.SZ

Hamaton Automotive Technology Co., Ltd

Consumer Cyclical / Auto ManufacturersShenzhen

$17.55

+0.40 (+2.33%)

Fairly Valued+0.0%Fair Value $17.55Fund rank 34/100 · Data gapFallback financials|
SA 42/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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $132.4M · quality 70.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 62/100Data 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

42/100

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 · 300643.SZLocal privado en este navegador · Hamaton Automotive 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

$4.1B

P/E

25.4x

↑

EV/EBITDA

13.8x

↑

ROE

12.2%

↑

Gross Margin

34.4%

↑

Debt/Equity

0.01

↓
52-Week Range$18
$16$27

TradingView lightweight chart

300643.SZ price, volumen y niveles de valoración

Último $17.55Periodo +183.5%
Fair value: $17.55

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

+4.6%

FCF CAGR

+43.1%

FCF margin

10.8%

FCF / Net income

0.84x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.22B · net income $157.9M · FCF $132.4M

2022-FY → 2025-FY

Gross margin

34.4%+3.0% pts

Operating margin

15.9%+1.7% pts

Net margin

12.9%+0.4% pts

FCF margin

10.8%+6.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.22B$1.22B$1.08B$1.07B$1.07B
Net Income$157.9M$157.9M$123.6M$119.8M$133.8M
EBITDA$272.1M$272.1M$208.7M$194.3M$220.5M
EPS0.680.680.540.520.58
Gross Margin34.4%34.4%34.5%31.0%31.4%
Operating Margin15.9%15.9%13.4%11.5%14.2%
Net Margin12.9%12.9%11.4%11.2%12.5%
Balance Sheet
Debt/Equity0.010.010.020.070.09
Current Ratio3.963.96———
Cash Flow
Free Cash Flow$132.4M$132.4M$138.1M$50.0M$45.2M
Returns
ROE12.2%12.2%10.8%11.3%14.0%
Valuation
P/E25.4325.4320.3923.2326.53
EV/EBITDA13.7913.7911.0013.4015.39
P/B3.143.142.202.633.71
Growth & Yield
Revenue Growth12.9%12.9%1.5%-0.2%—
EPS Growth25.9%25.9%3.8%-10.3%—
Dividend Yield0.9%0.9%———

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

31.8%

muy exigente

EPS terminal req.

$1.56

Spread vs growth

-5.9%

5Y implied EPS CAGR

22.6%

exigente

EPS terminal req.

$1.88

Spread vs growth

3.3%

10Y implied EPS CAGR

16.1%

exigente

EPS terminal req.

$3.03

Spread vs growth

9.8%

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 -10.2%

Total return

-10.2%

Start / end P/E

36.6x → 25.8x

EPS bridge

0.54 → 0.68

Residual

-7.6%

EPS growth+25.9%
Multiple rerating-29.4%
Dividend+0.9%
Residual / FX / buybacks / cross-term-7.6%

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.