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300863.SZ$67.38+5.48%
Fair $67.38+0.0%

300863.SZ

Ningbo KBE Electrical Technology Co.,Ltd.

Consumer Cyclical / Auto PartsShenzhen

$67.38

+3.50 (+5.48%)

Fairly Valued+0.0%Fair Value $67.38Fund rank 22/100 · Data gapFallback financials|
SA 46/C
F-Score: 1/9

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 18%

FCF escenarios

weak_data · normalized FCF $-477.5M · quality 44.7/100

Data gap 22/100
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

46/100

C

Piotroski

1/9

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 · 300863.SZLocal privado en este navegador · Ningbo KBE Electrical 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

$17.6B

P/E

103.7x

↑

EV/EBITDA

50.8x

↑

ROE

8.6%

↑

Gross Margin

10.4%

↓

Debt/Equity

1.99

↑
52-Week Range$67
$22$70

TradingView lightweight chart

300863.SZ price, volumen y niveles de valoración

Último $63.88Periodo +65.2%
Fair value: $67.38

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

+11.1%

FCF CAGR

—

FCF margin

-17.8%

FCF / Net income

-6.04x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.04B · net income $119.4M · FCF $-721.4M

2022-FY → 2025-FY

Gross margin

10.4%-1.6% pts

Operating margin

5.4%-2.1% pts

Net margin

3.0%-1.8% pts

FCF margin

-17.8%-11.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.04B$4.04B$3.65B$3.45B$2.95B
Net Income$119.4M$119.4M$161.7M$165.9M$140.1M
EBITDA$290.2M$290.2M$308.4M$293.3M$257.0M
EPS0.650.650.930.970.86
Gross Margin10.4%10.4%12.4%12.4%12.0%
Operating Margin5.4%5.4%7.1%7.0%7.4%
Net Margin3.0%3.0%4.4%4.8%4.8%
Balance Sheet
Debt/Equity1.991.991.451.101.85
Current Ratio1.181.18———
Cash Flow
Free Cash Flow$-721.4M$-721.4M$-477.5M$-192.5M$-177.9M
Returns
ROE8.6%8.6%12.0%13.7%17.8%
Valuation
P/E103.66103.6623.8918.0327.82
EV/EBITDA50.7650.7617.2313.7319.64
P/B8.888.882.882.474.95
Growth & Yield
Revenue Growth10.9%10.9%5.7%17.1%—
EPS Growth-30.1%-30.1%-4.3%12.7%—
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

109.5%

muy exigente

EPS terminal req.

$5.98

Spread vs growth

-139.6%

5Y implied EPS CAGR

61.9%

muy exigente

EPS terminal req.

$7.23

Spread vs growth

-92.0%

10Y implied EPS CAGR

33.5%

muy exigente

EPS terminal req.

$11.65

Spread vs growth

-63.6%

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 +184.9%

Total return

+184.9%

Start / end P/E

25.5x → 103.7x

EPS bridge

0.93 → 0.65

Residual

-92.5%

EPS growth-30.1%
Multiple rerating+307.2%
Dividend+0.3%
Residual / FX / buybacks / cross-term-92.5%

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.