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300866.SZ$117.63-4.12%
Fair $117.63+0.0%

300866.SZ

Anker Innovations Limited

Technology / Consumer ElectronicsShenzhen

$117.63

-5.06 (-4.12%)

Fairly Valued+0.0%Fair Value $117.63Fund rank 32/100 · Data gapFallback financials|
SA 58/C
F-Score: 5/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.4B · quality 59.7/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 47/100Data 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

58/100

C

Piotroski

5/9

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 · 300866.SZLocal privado en este navegador · Anker Innovations Limited
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

$63.1B

P/E

25.2x

↑

EV/EBITDA

19.9x

↑

ROE

24.2%

↑

Gross Margin

45.1%

↑

Debt/Equity

0.28

↑
52-Week Range$118
$91$150

TradingView lightweight chart

300866.SZ price, volumen y niveles de valoración

Último $122.69Periodo +8.8%
Fair value: $117.63

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

+28.9%

FCF CAGR

-25.5%

FCF margin

0.4%

FCF / Net income

0.05x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $30.51B · net income $2.55B · FCF $115.7M

2022-FY → 2025-FY

Gross margin

45.1%+6.3% pts

Operating margin

9.7%+2.2% pts

Net margin

8.3%+0.3% pts

FCF margin

0.4%-1.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$30.51B$30.51B$24.71B$17.51B$14.25B
Net Income$2.55B$2.55B$2.11B$1.61B$1.14B
EBITDA$3.15B$3.15B$2.50B$1.95B$1.38B
EPS4.724.723.973.052.16
Gross Margin45.1%45.1%43.7%43.5%38.7%
Operating Margin9.7%9.7%9.2%10.3%7.5%
Net Margin8.3%8.3%8.6%9.2%8.0%
Balance Sheet
Debt/Equity0.280.280.180.130.14
Current Ratio2.562.56———
Cash Flow
Free Cash Flow$115.7M$115.7M$2.32B$1.36B$279.8M
Returns
ROE24.2%24.2%23.6%20.2%16.7%
Valuation
P/E25.2425.2422.9620.7121.73
EV/EBITDA19.8919.8919.0716.5717.99
P/B6.036.035.424.183.63
Growth & Yield
Revenue Growth23.5%23.5%41.1%22.9%—
EPS Growth18.8%18.8%30.2%40.9%—
Dividend Yield2.0%2.0%———

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

30.3%

muy exigente

EPS terminal req.

$10.44

Spread vs growth

-11.5%

5Y implied EPS CAGR

21.8%

exigente

EPS terminal req.

$12.63

Spread vs growth

-3.0%

10Y implied EPS CAGR

15.7%

exigente

EPS terminal req.

$20.34

Spread vs growth

3.1%

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 +14.9%

Total return

+14.9%

Start / end P/E

26.2x → 24.9x

EPS bridge

3.97 → 4.72

Residual

-0.9%

EPS growth+18.8%
Multiple rerating-4.9%
Dividend+2.0%
Residual / FX / buybacks / cross-term-0.9%

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.