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300695.SZ$62.26+4.29%
Fair $62.26+0.0%

300695.SZ

Zhejiang Zhaofeng Mechanical and Electronic Co.,Ltd.

Consumer Cyclical / Auto PartsShenzhen

$62.26

+2.56 (+4.29%)

Fairly Valued+0.0%Fair Value $62.26Fund rank 29/100 · Data gapFallback financials|
SA 33/D
F-Score: 4/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $48.3M · quality 50.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 60/100Data 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

33/100

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: 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 · 300695.SZLocal privado en este navegador · Zhejiang Zhaofeng Mechanical and Electronic 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

$6.4B

P/E

21.8x

↑

EV/EBITDA

32.2x

↑

ROE

12.1%

↑

Gross Margin

28.2%

↓

Debt/Equity

N/A

•
52-Week Range$62
$54$123

TradingView lightweight chart

300695.SZ price, volumen y niveles de valoración

Último $62.26Periodo +0.0%
Fair value: $62.26

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

+10.1%

FCF CAGR

-26.0%

FCF margin

5.7%

FCF / Net income

0.11x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $705.5M · net income $350.5M · FCF $39.9M

2022-FY → 2025-FY

Gross margin

28.2%-1.1% pts

Operating margin

17.0%+4.6% pts

Net margin

49.7%+18.5% pts

FCF margin

5.7%-13.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$705.5M$705.5M$665.5M$806.2M$528.1M
Net Income$350.5M$350.5M$139.7M$183.6M$164.5M
EBITDA$173.9M$173.9M$210.1M$267.4M$238.2M
EPS3.473.471.981.791.61
Gross Margin28.2%28.2%31.2%33.9%29.2%
Operating Margin17.0%17.0%17.4%22.7%12.4%
Net Margin49.7%49.7%21.0%22.8%31.2%
Balance Sheet
Debt/Equity——0.00—0.01
Current Ratio5.895.89———
Cash Flow
Free Cash Flow$39.9M$39.9M$124.0M$48.3M$98.5M
Returns
ROE12.1%12.1%5.5%7.3%7.0%
Valuation
P/E21.7721.7714.5319.6918.97
EV/EBITDA32.2032.205.417.216.06
P/B2.172.170.791.431.34
Growth & Yield
Revenue Growth6.0%6.0%-17.5%52.7%—
EPS Growth75.3%75.3%10.8%11.2%—
Dividend Yield0.2%0.2%———

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

16.8%

exigente

EPS terminal req.

$5.52

Spread vs growth

58.5%

5Y implied EPS CAGR

14.0%

razonable

EPS terminal req.

$6.68

Spread vs growth

61.2%

10Y implied EPS CAGR

12.0%

razonable

EPS terminal req.

$10.77

Spread vs growth

63.3%

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 -7.2%

Total return

-7.2%

Start / end P/E

34.0x → 17.9x

EPS bridge

1.98 → 3.47

Residual

-35.5%

EPS growth+75.3%
Multiple rerating-47.2%
Dividend+0.2%
Residual / FX / buybacks / cross-term-35.5%

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.