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300790.SZ$31.88-31.98%
Fair $31.88+0.0%

300790.SZ

DongGuan YuTong Optical Technology Co.,Ltd.

Technology / Consumer ElectronicsShenzhen

$31.88

-10.71 (-31.98%)

Fairly Valued+0.0%Fair Value $31.88Fund rank 22/100 · Data gapFallback financials|
SA 44/C
F-Score: 7/9

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 $-170.5M · quality 39.0/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 11/100Data 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

7/9

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 · 300790.SZLocal privado en este navegador · DongGuan YuTong Optical Technology 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

$11.9B

P/E

65.1x

↑

EV/EBITDA

22.2x

↑

ROE

9.3%

↑

Gross Margin

24.9%

↓

Debt/Equity

0.89

↑
52-Week Range$32
$19$38

TradingView lightweight chart

300790.SZ price, volumen y niveles de valoración

Último $22.77Periodo +135.1%
Fair value: $31.88

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

+22.4%

FCF CAGR

—

FCF margin

-6.9%

FCF / Net income

-0.95x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.38B · net income $246.1M · FCF $-234.2M

2022-FY → 2025-FY

Gross margin

24.9%+0.3% pts

Operating margin

11.3%+2.0% pts

Net margin

7.3%-0.5% pts

FCF margin

-6.9%+13.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.38B$3.38B$2.74B$2.14B$1.85B
Net Income$246.1M$246.1M$183.6M$30.9M$144.2M
EBITDA$613.4M$613.4M$484.4M$297.2M$338.7M
EPS0.660.660.560.100.44
Gross Margin24.9%24.9%23.6%19.5%24.6%
Operating Margin11.3%11.3%9.9%6.4%9.4%
Net Margin7.3%7.3%6.7%1.4%7.8%
Balance Sheet
Debt/Equity0.890.890.791.040.79
Current Ratio1.081.08———
Cash Flow
Free Cash Flow$-234.2M$-234.2M$-170.5M$14.6M$-375.1M
Returns
ROE9.3%9.3%7.6%1.6%8.0%
Valuation
P/E65.0665.0632.98150.2037.55
EV/EBITDA22.1722.1715.3120.4819.28
P/B4.494.492.522.463.01
Growth & Yield
Revenue Growth23.3%23.3%27.9%16.2%—
EPS Growth17.9%17.9%460.0%-77.3%—
Dividend Yield0.8%0.8%———

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.

$2.83

Spread vs growth

-44.6%

5Y implied EPS CAGR

39.0%

muy exigente

EPS terminal req.

$3.42

Spread vs growth

-21.1%

10Y implied EPS CAGR

23.6%

exigente

EPS terminal req.

$5.51

Spread vs growth

-5.8%

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 +9.8%

Total return

+9.8%

Start / end P/E

37.3x → 34.5x

EPS bridge

0.56 → 0.66

Residual

-1.3%

EPS growth+17.9%
Multiple rerating-7.5%
Dividend+0.8%
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.