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300795.SZ$10.12-5.24%
Fair $10.12+0.0%

300795.SZ

Zhejiang Meorient Commerce Exhibition Inc.

Industrials / Specialty Business ServicesShenzhen

$10.12

-0.56 (-5.24%)

Fairly Valued+0.0%Fair Value $10.12Fund rank 37/100 · Data gapFallback financials|
SA 42/C
F-Score: 2/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $154.4M · quality 78.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 75/100Data 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

42/100

C

Piotroski

2/9

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 · 300795.SZLocal privado en este navegador · Zhejiang Meorient Commerce Exhibition Inc.
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

20.2x

↑

EV/EBITDA

12.8x

↑

ROE

20.9%

↑

Gross Margin

48.8%

↑

Debt/Equity

0.01

↓
52-Week Range$10
$10$17

TradingView lightweight chart

300795.SZ price, volumen y niveles de valoración

Último $10.68Periodo +52.0%
Fair value: $10.12

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

+31.1%

FCF CAGR

+9.6%

FCF margin

12.3%

FCF / Net income

0.71x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $784.8M · net income $136.7M · FCF $96.8M

2022-FY → 2025-FY

Gross margin

48.8%-0.6% pts

Operating margin

21.1%+10.1% pts

Net margin

17.4%+3.0% pts

FCF margin

12.3%-8.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$784.8M$784.8M$751.4M$835.0M$348.3M
Net Income$136.7M$136.7M$155.2M$188.2M$50.4M
EBITDA$192.0M$192.0M$210.6M$241.4M$65.9M
EPS0.460.460.520.630.17
Gross Margin48.8%48.8%50.8%49.7%49.3%
Operating Margin21.1%21.1%23.7%25.1%11.1%
Net Margin17.4%17.4%20.7%22.5%14.5%
Balance Sheet
Debt/Equity0.010.010.010.010.02
Current Ratio3.653.65———
Cash Flow
Free Cash Flow$96.8M$96.8M$154.4M$264.4M$73.6M
Returns
ROE20.9%20.9%24.9%28.7%11.3%
Valuation
P/E20.2420.2431.6929.7979.70
EV/EBITDA12.8212.8220.3320.4354.36
P/B4.594.597.908.548.97
Growth & Yield
Revenue Growth4.5%4.5%-10.0%139.7%—
EPS Growth-11.5%-11.5%-17.6%272.7%—
Dividend Yield2.5%2.5%———

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

25.0%

exigente

EPS terminal req.

$0.90

Spread vs growth

-36.5%

5Y implied EPS CAGR

18.8%

exigente

EPS terminal req.

$1.09

Spread vs growth

-30.3%

10Y implied EPS CAGR

14.3%

razonable

EPS terminal req.

$1.75

Spread vs growth

-25.8%

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 -32.9%

Total return

-32.9%

Start / end P/E

30.1x → 22.0x

EPS bridge

0.52 → 0.46

Residual

+3.1%

EPS growth-11.5%
Multiple rerating-27.0%
Dividend+2.5%
Residual / FX / buybacks / cross-term+3.1%

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.