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300883.SZ$6.60+3.12%
Fair $6.60+0.0%

300883.SZ

LD Intelligent Technology CO., Ltd

Consumer Cyclical / Packaging & ContainersShenzhen

$6.60

+0.20 (+3.12%)

Fairly Valued+0.0%Fair Value $6.60Fund rank 29/100 · Data gapFallback financials|
SA 27/D
F-Score: 3/9
Margin CompressionLow 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 $-25.7M · quality 51.3/100

Data gap 29/100
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

27/100

D

Piotroski

3/9

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. Operating margin has declined for 3 consecutive years ROE is -0.6%, below the 5% threshold
Thesis & Journal · 300883.SZLocal privado en este navegador · LD Intelligent 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

$2.3B

P/E

N/A

•

EV/EBITDA

27.2x

↑

ROE

-0.6%

↓

Gross Margin

14.2%

↓

Debt/Equity

0.69

↑
52-Week Range$7
$6$8

TradingView lightweight chart

300883.SZ price, volumen y niveles de valoración

Último $6.600Periodo -70.6%
Fair value: $6.600

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

+11.3%

FCF CAGR

—

FCF margin

-22.7%

FCF / Net income

25.50x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $884.9M · net income $-7.9M · FCF $-200.4M

2022-FY → 2025-FY

Gross margin

14.2%-4.6% pts

Operating margin

1.5%-5.3% pts

Net margin

-0.9%-5.8% pts

FCF margin

-22.7%-2.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$884.9M$884.9M$815.8M$712.8M$641.0M
Net Income$-7.9M$-7.9M$-3.8M$-7.1M$31.3M
EBITDA$96.7M$96.7M$94.5M$71.1M$90.6M
EPS-0.02-0.02-0.01-0.020.09
Gross Margin14.2%14.2%13.9%15.1%18.8%
Operating Margin1.5%1.5%2.6%2.7%6.7%
Net Margin-0.9%-0.9%-0.5%-1.0%4.9%
Balance Sheet
Debt/Equity0.690.690.490.410.36
Current Ratio2.042.04———
Cash Flow
Free Cash Flow$-200.4M$-200.4M$-25.7M$49.6M$-129.3M
Returns
ROE-0.6%-0.6%-0.3%-0.5%2.2%
Valuation
P/E————67.11
EV/EBITDA27.2427.2419.3534.0624.20
P/B1.621.621.211.711.47
Growth & Yield
Revenue Growth8.5%8.5%14.5%11.2%—
EPS Growth-106.4%-106.4%46.6%-122.7%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +11.5%

Total return

+11.5%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.01 → -0.02

Residual

+11.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+11.5%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.