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300797.SZ$13.94-2.04%
Fair $13.94+0.0%

300797.SZ

NCS Testing Technology Co., Ltd.

Industrials / Specialty Industrial MachineryShenzhen

$13.94

-0.29 (-2.04%)

Fairly Valued+0.0%Fair Value $13.94Fund rank 25/100 · Data gapFallback financials|
SA 43/C
F-Score: 8/9

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 18%

FCF escenarios

weak_data · normalized FCF $-14.4M · quality 43.7/100

Data gap 25/100
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

43/100

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: 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 · 300797.SZLocal privado en este navegador · NCS Testing 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

$5.3B

P/E

32.4x

↑

EV/EBITDA

20.2x

↑

ROE

11.8%

↑

Gross Margin

48.1%

↑

Debt/Equity

0.13

↓
52-Week Range$14
$13$22

TradingView lightweight chart

300797.SZ price, volumen y niveles de valoración

Último $14.23Periodo +229.4%
Fair value: $13.94

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

+13.0%

FCF CAGR

—

FCF margin

9.0%

FCF / Net income

0.68x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.18B · net income $155.7M · FCF $105.9M

2022-FY → 2025-FY

Gross margin

48.1%+1.7% pts

Operating margin

13.4%+2.0% pts

Net margin

13.2%-0.7% pts

FCF margin

9.0%+16.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.18B$1.18B$1.10B$949.5M$815.4M
Net Income$155.7M$155.7M$145.0M$125.7M$113.8M
EBITDA$256.9M$256.9M$225.2M$178.8M$151.7M
EPS0.410.410.390.330.31
Gross Margin48.1%48.1%46.8%46.9%46.4%
Operating Margin13.4%13.4%13.6%12.4%11.4%
Net Margin13.2%13.2%13.2%13.2%14.0%
Balance Sheet
Debt/Equity0.130.130.140.100.12
Current Ratio2.112.11———
Cash Flow
Free Cash Flow$105.9M$105.9M$-14.4M$-69.3M$-63.6M
Returns
ROE11.8%11.8%12.2%11.9%12.1%
Valuation
P/E32.4232.4228.4536.6034.07
EV/EBITDA20.1820.1817.9424.8223.82
P/B4.004.003.484.374.11
Growth & Yield
Revenue Growth7.3%7.3%15.6%16.4%—
EPS Growth6.2%6.2%15.4%9.4%—
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

44.6%

muy exigente

EPS terminal req.

$1.24

Spread vs growth

-38.3%

5Y implied EPS CAGR

29.6%

muy exigente

EPS terminal req.

$1.50

Spread vs growth

-23.4%

10Y implied EPS CAGR

19.4%

exigente

EPS terminal req.

$2.41

Spread vs growth

-13.2%

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 -2.7%

Total return

-2.7%

Start / end P/E

37.5x → 34.1x

EPS bridge

0.39 → 0.41

Residual

-0.6%

EPS growth+6.2%
Multiple rerating-9.2%
Dividend+0.8%
Residual / FX / buybacks / cross-term-0.6%

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.