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300739.SZ$31.60-8.43%
Fair $31.60+0.0%

300739.SZ

Sunshine Global Circuits Co.,Ltd.

Technology / Electronic ComponentsShenzhen

$31.60

-2.91 (-8.43%)

Fairly Valued+0.0%Fair Value $31.60Fund rank 24/100 · Data gapFallback financials|
SA 52/C
F-Score: 8/9
Low 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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-90.0M · quality 43.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 5/100Data 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

52/100

C

Piotroski

8/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. ROE is 3.0%, below the 5% threshold
Thesis & Journal · 300739.SZLocal privado en este navegador · Sunshine Global Circuits 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

$11.8B

P/E

126.4x

↑

EV/EBITDA

39.0x

↑

ROE

3.0%

↓

Gross Margin

23.3%

↓

Debt/Equity

0.01

↓
52-Week Range$32
$13$42

TradingView lightweight chart

300739.SZ price, volumen y niveles de valoración

Último $31.60Periodo +121.4%
Fair value: $31.60

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

-1.9%

FCF CAGR

—

FCF margin

-5.6%

FCF / Net income

-1.25x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.86B · net income $82.9M · FCF $-104.1M

2022-FY → 2025-FY

Gross margin

23.3%-1.4% pts

Operating margin

7.9%-3.5% pts

Net margin

4.5%-4.8% pts

FCF margin

-5.6%-11.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.86B$1.86B$1.56B$1.62B$1.97B
Net Income$82.9M$82.9M$11.4M$102.7M$182.2M
EBITDA$274.6M$274.6M$195.0M$279.4M$356.6M
EPS0.240.240.040.340.61
Gross Margin23.3%23.3%19.7%24.9%24.7%
Operating Margin7.9%7.9%4.0%8.3%11.3%
Net Margin4.5%4.5%0.7%6.3%9.3%
Balance Sheet
Debt/Equity0.010.010.140.460.25
Current Ratio1.851.85———
Cash Flow
Free Cash Flow$-104.1M$-104.1M$-90.0M$-73.6M$120.0M
Returns
ROE3.0%3.0%0.5%5.4%9.8%
Valuation
P/E126.40126.40332.5043.3821.90
EV/EBITDA38.9638.9619.8718.2411.44
P/B3.963.961.582.332.14
Growth & Yield
Revenue Growth19.3%19.3%-3.7%-17.8%—
EPS Growth500.0%500.0%-88.2%-44.3%—
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

126.9%

muy exigente

EPS terminal req.

$2.80

Spread vs growth

373.1%

5Y implied EPS CAGR

69.9%

muy exigente

EPS terminal req.

$3.39

Spread vs growth

430.1%

10Y implied EPS CAGR

36.7%

muy exigente

EPS terminal req.

$5.46

Spread vs growth

463.3%

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 +144.0%

Total return

+144.0%

Start / end P/E

324.3x → 131.7x

EPS bridge

0.04 → 0.24

Residual

-297.0%

EPS growth+500.0%
Multiple rerating-59.4%
Dividend+0.4%
Residual / FX / buybacks / cross-term-297.0%

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.