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300729.SZ$11.22-3.36%
Fair $11.22+0.0%

300729.SZ

Loctek Ergonomic Technology Corp.

Industrials / Business Equipment & SuppliesShenzhen

$11.22

-0.39 (-3.36%)

Fairly Valued+0.0%Fair Value $11.22Fund rank 20/100 · 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 34% · confianza 14%

FCF escenarios

weak_data · normalized FCF $-59.4M · quality 25.7/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 9/100Data 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 · 300729.SZLocal privado en este navegador · Loctek Ergonomic Technology Corp.
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

$3.8B

P/E

18.4x

↑

EV/EBITDA

6.2x

↓

ROE

7.0%

↑

Gross Margin

27.3%

↑

Debt/Equity

1.36

↑
52-Week Range$11
$11$17

TradingView lightweight chart

300729.SZ price, volumen y niveles de valoración

Último $11.22Periodo +31.2%
Fair value: $11.22

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

+27.9%

FCF CAGR

—

FCF margin

-0.9%

FCF / Net income

-0.23x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.71B · net income $259.5M · FCF $-59.4M

2022-FY → 2025-FY

Gross margin

27.3%-7.1% pts

Operating margin

6.1%-2.0% pts

Net margin

3.9%-3.0% pts

FCF margin

-0.9%+5.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.71B$6.71B$5.67B$3.90B$3.21B
Net Income$259.5M$259.5M$335.9M$633.7M$218.7M
EBITDA$1.08B$1.08B$926.1M$1.13B$507.2M
EPS0.760.761.052.020.70
Gross Margin27.3%27.3%29.1%36.5%34.4%
Operating Margin6.1%6.1%6.4%9.3%8.2%
Net Margin3.9%3.9%5.9%16.2%6.8%
Balance Sheet
Debt/Equity1.361.361.350.901.12
Current Ratio1.481.48———
Cash Flow
Free Cash Flow$-59.4M$-59.4M$29.9M$-568.3M$-202.2M
Returns
ROE7.0%7.0%9.2%20.9%8.9%
Valuation
P/E18.3918.3914.329.5018.31
EV/EBITDA6.256.257.796.2910.10
P/B1.031.031.321.981.63
Growth & Yield
Revenue Growth18.4%18.4%45.3%21.6%—
EPS Growth-27.6%-27.6%-48.0%188.6%—
Dividend Yield2.6%2.6%———

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

9.4%

razonable

EPS terminal req.

$1.00

Spread vs growth

-37.0%

5Y implied EPS CAGR

9.7%

razonable

EPS terminal req.

$1.20

Spread vs growth

-37.3%

10Y implied EPS CAGR

9.8%

razonable

EPS terminal req.

$1.94

Spread vs growth

-37.4%

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 -28.5%

Total return

-28.5%

Start / end P/E

15.5x → 14.8x

EPS bridge

1.05 → 0.76

Residual

+1.3%

EPS growth-27.6%
Multiple rerating-4.8%
Dividend+2.6%
Residual / FX / buybacks / cross-term+1.3%

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.