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v0.1
300809.SZ$36.61+1.41%
Fair $36.61+0.0%

300809.SZ

Hiecise Precision Equipment Co.,Ltd.

Industrials / Specialty Industrial MachineryShenzhen

$36.61

+0.51 (+1.41%)

Fairly Valued+0.0%Fair Value $36.61Fund rank 24/100 · Data gapFallback financials|
SA 45/C
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 16%

FCF escenarios

weak_data · normalized FCF $80.2M · quality 33.0/100

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

45/100

C

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 · 300809.SZLocal privado en este navegador · Hiecise Precision Equipment 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

$9.3B

P/E

48.2x

↑

EV/EBITDA

33.0x

↑

ROE

11.2%

↑

Gross Margin

29.9%

↑

Debt/Equity

N/A

•
52-Week Range$37
$30$53

TradingView lightweight chart

300809.SZ price, volumen y niveles de valoración

Último $36.61Periodo +116.7%
Fair value: $36.61

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

+17.3%

FCF CAGR

+126.8%

FCF margin

23.9%

FCF / Net income

0.64x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $543.3M · net income $202.1M · FCF $129.6M

2022-FY → 2025-FY

Gross margin

29.9%-3.4% pts

Operating margin

12.6%+0.1% pts

Net margin

37.2%+23.2% pts

FCF margin

23.9%+20.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$543.3M$543.3M$446.0M$479.2M$336.3M
Net Income$202.1M$202.1M$62.0M$117.7M$47.2M
EBITDA$267.8M$267.8M$106.1M$166.5M$84.6M
EPS0.800.800.240.470.30
Gross Margin29.9%29.9%28.5%34.2%33.3%
Operating Margin12.6%12.6%12.3%20.4%12.5%
Net Margin37.2%37.2%13.9%24.6%14.0%
Balance Sheet
Debt/Equity————0.00
Current Ratio4.244.24———
Cash Flow
Free Cash Flow$129.6M$129.6M$80.2M$-128.4M$11.1M
Returns
ROE11.2%11.2%3.9%7.5%3.2%
Valuation
P/E48.1748.17114.7160.0066.10
EV/EBITDA33.0233.0264.8938.8432.43
P/B5.105.104.424.522.13
Growth & Yield
Revenue Growth21.8%21.8%-6.9%42.5%—
EPS Growth233.3%233.3%-48.9%56.7%—
Dividend Yield0.3%0.3%———

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

59.5%

muy exigente

EPS terminal req.

$3.25

Spread vs growth

173.8%

5Y implied EPS CAGR

37.5%

muy exigente

EPS terminal req.

$3.93

Spread vs growth

195.8%

10Y implied EPS CAGR

23.0%

exigente

EPS terminal req.

$6.33

Spread vs growth

210.4%

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 -7.0%

Total return

-7.0%

Start / end P/E

164.6x → 45.8x

EPS bridge

0.24 → 0.80

Residual

-168.5%

EPS growth+233.3%
Multiple rerating-72.2%
Dividend+0.3%
Residual / FX / buybacks / cross-term-168.5%

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.