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300852.SZ$51.07-4.17%
Fair $51.07+0.0%

300852.SZ

Sihui Fuji Electronics Technology Co., Ltd.

Technology / Electronic ComponentsShenzhen

$51.07

-2.22 (-4.17%)

Fairly Valued+0.0%Fair Value $51.07Fund rank 21/100 · Data gapFallback financials|
SA 41/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 34% · confianza 14%

FCF escenarios

weak_data · normalized FCF $-62.9M · quality 28.3/100

Data gap 21/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

41/100

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 · 300852.SZLocal privado en este navegador · Sihui Fuji Electronics 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

$8.2B

P/E

59.4x

↑

EV/EBITDA

21.1x

↑

ROE

5.7%

↑

Gross Margin

20.8%

↓

Debt/Equity

N/A

•
52-Week Range$51
$29$58

TradingView lightweight chart

300852.SZ price, volumen y niveles de valoración

Último $51.07Periodo +170.3%
Fair value: $51.07

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

+16.6%

FCF CAGR

—

FCF margin

-9.2%

FCF / Net income

-1.38x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.93B · net income $128.1M · FCF $-177.2M

2022-FY → 2025-FY

Gross margin

20.8%-8.1% pts

Operating margin

11.5%-7.9% pts

Net margin

6.6%-11.9% pts

FCF margin

-9.2%-22.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.93B$1.93B$1.41B$1.31B$1.22B
Net Income$128.1M$128.1M$140.3M$204.4M$225.6M
EBITDA$318.6M$318.6M$291.2M$319.0M$314.3M
EPS0.880.881.121.991.58
Gross Margin20.8%20.8%22.8%27.1%28.8%
Operating Margin11.5%11.5%12.5%17.7%19.3%
Net Margin6.6%6.6%9.9%15.5%18.5%
Balance Sheet
Debt/Equity——0.310.310.00
Current Ratio2.622.62———
Cash Flow
Free Cash Flow$-177.2M$-177.2M$-62.9M$46.9M$158.9M
Returns
ROE5.7%5.7%8.7%13.5%18.3%
Valuation
P/E59.3859.3822.0513.1214.95
EV/EBITDA21.1121.1110.318.8010.17
P/B3.313.311.921.772.74
Growth & Yield
Revenue Growth36.7%36.7%7.5%7.9%—
EPS Growth-21.4%-21.4%-43.7%26.1%—
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

72.7%

muy exigente

EPS terminal req.

$4.53

Spread vs growth

-94.1%

5Y implied EPS CAGR

44.2%

muy exigente

EPS terminal req.

$5.48

Spread vs growth

-65.6%

10Y implied EPS CAGR

25.9%

muy exigente

EPS terminal req.

$8.83

Spread vs growth

-47.4%

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 +60.5%

Total return

+60.5%

Start / end P/E

28.5x → 58.0x

EPS bridge

1.12 → 0.88

Residual

-22.3%

EPS growth-21.4%
Multiple rerating+103.9%
Dividend+0.3%
Residual / FX / buybacks / cross-term-22.3%

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.