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300823.SZ$16.92-3.75%
Fair $16.92+0.0%

300823.SZ

TJK Intelligent Equipment Manufacturing (Tianjin) Co., Ltd.

Industrials / Specialty Industrial MachineryShenzhen

$16.92

-0.66 (-3.75%)

Fairly Valued+0.0%Fair Value $16.92Fund rank 27/100 · Data gapFallback financials|
SA 33/D
F-Score: 4/9
Declining RevenueLow Profitability

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 $44.4M · quality 39.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 30/100Data 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

33/100

D

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: 2unknown: 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. Revenue has declined for 2 consecutive years ROE is 3.5%, below the 5% threshold
Thesis & Journal · 300823.SZLocal privado en este navegador · TJK Intelligent Equipment Manufacturing (Tianjin) 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

$2.2B

P/E

43.4x

↑

EV/EBITDA

23.6x

↑

ROE

3.5%

↓

Gross Margin

44.1%

↑

Debt/Equity

N/A

•
52-Week Range$17
$13$20

TradingView lightweight chart

300823.SZ price, volumen y niveles de valoración

Último $16.92Periodo -29.1%
Fair value: $16.92

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

-2.2%

FCF CAGR

+25.3%

FCF margin

24.8%

FCF / Net income

3.00x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $409.0M · net income $33.8M · FCF $101.6M

2022-FY → 2025-FY

Gross margin

44.1%+8.1% pts

Operating margin

15.9%+4.3% pts

Net margin

8.3%+0.2% pts

FCF margin

24.8%+13.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$409.0M$409.0M$451.2M$461.0M$437.3M
Net Income$33.8M$33.8M$44.8M$57.5M$35.4M
EBITDA$86.4M$86.4M$92.7M$103.7M$67.2M
EPS0.260.260.340.440.27
Gross Margin44.1%44.1%40.7%43.0%36.1%
Operating Margin15.9%15.9%14.9%18.5%11.5%
Net Margin8.3%8.3%9.9%12.5%8.1%
Balance Sheet
Debt/Equity——0.000.010.02
Current Ratio2.542.54———
Cash Flow
Free Cash Flow$101.6M$101.6M$44.4M$-89.8M$51.7M
Returns
ROE3.5%3.5%4.6%5.9%3.7%
Valuation
P/E43.3843.3834.7648.4561.23
EV/EBITDA23.6523.6515.2224.7027.29
P/B2.302.301.622.862.25
Growth & Yield
Revenue Growth-9.3%-9.3%-2.1%5.4%—
EPS Growth-23.5%-23.5%-22.7%62.1%—
Dividend Yield1.4%1.4%———

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

79.4%

muy exigente

EPS terminal req.

$1.50

Spread vs growth

-102.9%

5Y implied EPS CAGR

47.5%

muy exigente

EPS terminal req.

$1.82

Spread vs growth

-71.1%

10Y implied EPS CAGR

27.4%

muy exigente

EPS terminal req.

$2.93

Spread vs growth

-50.9%

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 +20.5%

Total return

+20.5%

Start / end P/E

41.8x → 65.1x

EPS bridge

0.34 → 0.26

Residual

-13.1%

EPS growth-23.5%
Multiple rerating+55.7%
Dividend+1.4%
Residual / FX / buybacks / cross-term-13.1%

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.