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300703.SZ$16.42-6.76%
Fair $16.42+0.0%

300703.SZ

Cre8 Direct (NingBo) Co., Ltd.

Basic Materials / Paper & Paper ProductsShenzhen

$16.42

-1.19 (-6.76%)

Fairly Valued+0.0%Fair Value $16.42Fund rank 32/100 · Data gapFallback financials|
SA 44/C
F-Score: 5/9

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 $51.9M · quality 56.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 59/100Data 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

44/100

C

Piotroski

5/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 300703.SZLocal privado en este navegador · Cre8 Direct (NingBo) 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

$3.0B

P/E

136.8x

↑

EV/EBITDA

15.6x

↑

ROE

7.6%

↑

Gross Margin

34.2%

↑

Debt/Equity

0.85

↑
52-Week Range$16
$16$39

TradingView lightweight chart

300703.SZ price, volumen y niveles de valoración

Último $17.61Periodo +38.7%
Fair value: $16.42

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

+17.6%

FCF CAGR

-34.0%

FCF margin

2.4%

FCF / Net income

0.85x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.14B · net income $60.7M · FCF $51.9M

2022-FY → 2025-FY

Gross margin

34.2%+5.3% pts

Operating margin

6.9%+1.1% pts

Net margin

2.8%-2.9% pts

FCF margin

2.4%-11.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.14B$2.14B$1.94B$1.36B$1.32B
Net Income$60.7M$60.7M$107.9M$76.7M$74.9M
EBITDA$193.5M$193.5M$225.2M$176.0M$169.8M
EPS0.340.340.600.420.41
Gross Margin34.2%34.2%31.3%33.0%28.9%
Operating Margin6.9%6.9%6.6%7.6%5.9%
Net Margin2.8%2.8%5.6%5.6%5.7%
Balance Sheet
Debt/Equity0.850.850.550.430.48
Current Ratio1.711.71———
Cash Flow
Free Cash Flow$51.9M$51.9M$27.9M$131.1M$180.2M
Returns
ROE7.6%7.6%12.2%9.4%9.8%
Valuation
P/E136.83136.8322.8526.9024.88
EV/EBITDA15.6415.6410.6411.3311.24
P/B3.673.672.782.542.44
Growth & Yield
Revenue Growth10.6%10.6%42.7%3.0%—
EPS Growth-43.3%-43.3%42.9%2.2%—
Dividend Yield0.4%0.4%———

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

62.4%

muy exigente

EPS terminal req.

$1.46

Spread vs growth

-105.8%

5Y implied EPS CAGR

39.0%

muy exigente

EPS terminal req.

$1.76

Spread vs growth

-82.3%

10Y implied EPS CAGR

23.6%

exigente

EPS terminal req.

$2.84

Spread vs growth

-67.0%

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 -13.2%

Total return

-13.2%

Start / end P/E

31.7x → 48.3x

EPS bridge

0.60 → 0.34

Residual

-22.7%

EPS growth-43.3%
Multiple rerating+52.3%
Dividend+0.4%
Residual / FX / buybacks / cross-term-22.7%

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.