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300820.SZ$64.42-0.72%
Fair $64.42+0.0%

300820.SZ

Sichuan Injet Electric Co., Ltd.

Industrials / Electrical Equipment & PartsShenzhen

$64.42

-0.47 (-0.72%)

Fairly Valued+0.0%Fair Value $64.42Fund rank 30/100 · Data gapFallback financials|
SA 59/C
F-Score: 4/9
Margin Compression

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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $364.4M · quality 51.7/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data 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

59/100

C

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 300820.SZLocal privado en este navegador · Sichuan Injet Electric 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

$14.3B

P/E

67.8x

↑

EV/EBITDA

44.5x

↑

ROE

8.8%

↑

Gross Margin

34.9%

↑

Debt/Equity

0.01

↓
52-Week Range$64
$42$78

TradingView lightweight chart

300820.SZ price, volumen y niveles de valoración

Último $64.42Periodo +348.6%
Fair value: $64.42

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

+5.4%

FCF CAGR

—

FCF margin

24.3%

FCF / Net income

1.64x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.50B · net income $222.9M · FCF $364.4M

2022-FY → 2025-FY

Gross margin

34.9%-4.2% pts

Operating margin

18.9%-10.5% pts

Net margin

14.8%-11.6% pts

FCF margin

24.3%+28.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.50B$1.50B$1.78B$1.77B$1.28B
Net Income$222.9M$222.9M$322.8M$431.4M$339.1M
EBITDA$302.3M$302.3M$432.5M$522.8M$408.4M
EPS1.011.011.461.991.58
Gross Margin34.9%34.9%38.5%37.2%39.1%
Operating Margin18.9%18.9%25.0%28.7%29.4%
Net Margin14.8%14.8%18.1%24.4%26.4%
Balance Sheet
Debt/Equity0.010.010.020.020.02
Current Ratio2.722.72———
Cash Flow
Free Cash Flow$364.4M$364.4M$504.2M$16.5M$-52.5M
Returns
ROE8.8%8.8%13.4%20.1%22.5%
Valuation
P/E67.8167.8134.8826.6534.00
EV/EBITDA44.5244.5224.7621.2327.67
P/B5.595.594.695.367.64
Growth & Yield
Revenue Growth-15.7%-15.7%0.6%38.0%—
EPS Growth-30.8%-30.8%-26.6%25.9%—
Dividend Yield0.6%0.6%———

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

78.2%

muy exigente

EPS terminal req.

$5.72

Spread vs growth

-109.0%

5Y implied EPS CAGR

46.9%

muy exigente

EPS terminal req.

$6.92

Spread vs growth

-77.8%

10Y implied EPS CAGR

27.1%

muy exigente

EPS terminal req.

$11.14

Spread vs growth

-58.0%

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 +36.6%

Total return

+36.6%

Start / end P/E

32.5x → 63.8x

EPS bridge

1.46 → 1.01

Residual

-29.8%

EPS growth-30.8%
Multiple rerating+96.5%
Dividend+0.6%
Residual / FX / buybacks / cross-term-29.8%

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.