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300831.SZ$21.16-4.30%
Fair $21.16+0.0%

300831.SZ

Xi'an Peri Power Semiconductor Converting Technology Co.,Ltd.

Technology / Semiconductor Equipment & MaterialsShenzhen

$21.16

-0.95 (-4.30%)

Fairly Valued+0.0%Fair Value $21.16Fund rank 29/100 · Data gapFallback financials|
SA 56/C
F-Score: 4/9
Low 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 19%

FCF escenarios

weak_data · normalized FCF $8.6M · quality 51.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

56/100

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. ROE is 4.6%, below the 5% threshold
Thesis & Journal · 300831.SZLocal privado en este navegador · Xi'an Peri Power Semiconductor Converting 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

$6.8B

P/E

117.6x

↑

EV/EBITDA

105.8x

↑

ROE

4.6%

↓

Gross Margin

56.0%

↑

Debt/Equity

0.00

↓
52-Week Range$21
$11$27

TradingView lightweight chart

300831.SZ price, volumen y niveles de valoración

Último $21.16Periodo +269.3%
Fair value: $21.16

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

-54.9%

FCF margin

4.6%

FCF / Net income

0.19x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $187.5M · net income $44.2M · FCF $8.6M

2022-FY → 2025-FY

Gross margin

56.0%+6.5% pts

Operating margin

38.3%+8.6% pts

Net margin

23.6%-7.7% pts

FCF margin

4.6%-48.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$187.5M$187.5M$214.5M$116.9M$175.8M
Net Income$44.2M$44.2M$71.3M$22.0M$55.0M
EBITDA$61.2M$61.2M$92.5M$34.4M$75.1M
EPS0.140.140.220.070.17
Gross Margin56.0%56.0%63.7%44.6%49.5%
Operating Margin38.3%38.3%43.3%11.9%29.7%
Net Margin23.6%23.6%33.2%18.8%31.3%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Current Ratio13.1013.10———
Cash Flow
Free Cash Flow$8.6M$8.6M$-10.0M$29.4M$93.7M
Returns
ROE4.6%4.6%7.7%2.5%6.5%
Valuation
P/E117.56117.5664.78170.9385.46
EV/EBITDA105.82105.8245.8698.7458.06
P/B7.077.074.984.365.51
Growth & Yield
Revenue Growth-12.6%-12.6%83.6%-33.5%—
EPS Growth-38.0%-38.0%224.0%-60.0%—
Dividend Yield0.2%0.2%———

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

138.6%

muy exigente

EPS terminal req.

$1.88

Spread vs growth

-176.6%

5Y implied EPS CAGR

75.1%

muy exigente

EPS terminal req.

$2.27

Spread vs growth

-113.1%

10Y implied EPS CAGR

38.8%

muy exigente

EPS terminal req.

$3.66

Spread vs growth

-76.8%

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 +52.0%

Total return

+52.0%

Start / end P/E

62.5x → 153.1x

EPS bridge

0.22 → 0.14

Residual

-55.0%

EPS growth-38.0%
Multiple rerating+144.8%
Dividend+0.2%
Residual / FX / buybacks / cross-term-55.0%

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.