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300787.SZ$10.01+5.37%
Fair $10.01+0.0%

300787.SZ

Anfu CE LINK Limited

Technology / Computer HardwareShenzhen

$10.01

+0.51 (+5.37%)

Fairly Valued+0.0%Fair Value $10.01Fund rank 23/100 · Data gapFallback financials|
SA 37/D
F-Score: 6/9

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 17%

FCF escenarios

weak_data · normalized FCF $-186.6M · quality 39.7/100

Data gap 23/100
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

37/100

D

Piotroski

6/9

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 · 300787.SZLocal privado en este navegador · Anfu CE LINK Limited
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

$3.1B

P/E

47.7x

↑

EV/EBITDA

13.9x

↑

ROE

5.7%

↑

Gross Margin

20.5%

↓

Debt/Equity

0.68

↑
52-Week Range$10
$9$16

TradingView lightweight chart

300787.SZ price, volumen y niveles de valoración

Último $10.01Periodo -1.1%
Fair value: $10.01

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

+11.0%

FCF CAGR

—

FCF margin

-10.1%

FCF / Net income

-3.47x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.26B · net income $94.7M · FCF $-328.1M

2022-FY → 2025-FY

Gross margin

20.5%-9.1% pts

Operating margin

5.1%-11.1% pts

Net margin

2.9%-10.8% pts

FCF margin

-10.1%-42.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.26B$3.26B$2.21B$1.90B$2.39B
Net Income$94.7M$94.7M$76.7M$128.8M$326.0M
EBITDA$258.3M$258.3M$231.8M$284.7M$499.6M
EPS0.300.300.240.401.00
Gross Margin20.5%20.5%26.2%28.1%29.6%
Operating Margin5.1%5.1%4.5%8.4%16.2%
Net Margin2.9%2.9%3.5%6.8%13.7%
Balance Sheet
Debt/Equity0.680.680.570.440.34
Current Ratio1.271.27———
Cash Flow
Free Cash Flow$-328.1M$-328.1M$-186.6M$-141.2M$767.6M
Returns
ROE5.7%5.7%4.7%7.5%20.9%
Valuation
P/E47.6747.6742.4328.2613.86
EV/EBITDA13.9313.9314.7011.998.55
P/B1.891.891.982.122.89
Growth & Yield
Revenue Growth47.3%47.3%16.3%-20.2%—
EPS Growth23.7%23.7%-38.3%-60.3%—
Dividend Yield2.0%2.0%———

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

43.3%

muy exigente

EPS terminal req.

$0.89

Spread vs growth

-19.6%

5Y implied EPS CAGR

28.9%

muy exigente

EPS terminal req.

$1.07

Spread vs growth

-5.2%

10Y implied EPS CAGR

19.1%

exigente

EPS terminal req.

$1.73

Spread vs growth

4.6%

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 -14.4%

Total return

-14.4%

Start / end P/E

49.0x → 33.1x

EPS bridge

0.24 → 0.30

Residual

-7.7%

EPS growth+23.7%
Multiple rerating-32.4%
Dividend+2.0%
Residual / FX / buybacks / cross-term-7.7%

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.