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300893.SZ$20.62-0.72%
Fair $20.62+0.0%

300893.SZ

Zhejiang Songyuan Automotive Safety Systems Co.,Ltd.

Consumer Cyclical / Auto PartsShenzhen

$20.62

-0.15 (-0.72%)

Fairly Valued+0.0%Fair Value $20.62Fund rank 26/100 · Data gapFallback financials|
SA 48/C
F-Score: 6/9

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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $-437.5M · quality 63.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

48/100

C

Piotroski

6/9

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 · 300893.SZLocal privado en este navegador · Zhejiang Songyuan Automotive Safety Systems 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

$9.8B

P/E

26.1x

↑

EV/EBITDA

18.9x

↑

ROE

18.0%

↑

Gross Margin

28.5%

↓

Debt/Equity

0.53

↑
52-Week Range$21
$16$29

TradingView lightweight chart

300893.SZ price, volumen y niveles de valoración

Último $20.62Periodo +121.2%
Fair value: $20.62

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

+39.2%

FCF CAGR

—

FCF margin

-16.3%

FCF / Net income

-1.19x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.68B · net income $366.4M · FCF $-437.5M

2022-FY → 2025-FY

Gross margin

28.5%+0.1% pts

Operating margin

17.9%+4.1% pts

Net margin

13.7%+1.8% pts

FCF margin

-16.3%+6.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.68B$2.68B$1.97B$1.28B$991.9M
Net Income$366.4M$366.4M$260.4M$197.8M$118.0M
EBITDA$555.4M$555.4M$394.6M$293.3M$159.9M
EPS0.790.790.580.620.37
Gross Margin28.5%28.5%28.7%31.3%28.4%
Operating Margin17.9%17.9%18.7%20.2%13.8%
Net Margin13.7%13.7%13.2%15.4%11.9%
Balance Sheet
Debt/Equity0.530.530.810.440.36
Current Ratio1.151.15———
Cash Flow
Free Cash Flow$-437.5M$-437.5M$-481.6M$-127.7M$-225.3M
Returns
ROE18.0%18.0%19.4%18.6%13.5%
Valuation
P/E26.1026.1025.1922.8236.21
EV/EBITDA18.9318.9318.7616.6328.00
P/B4.674.674.894.244.89
Growth & Yield
Revenue Growth35.9%35.9%53.9%29.1%—
EPS Growth36.6%36.6%-6.5%67.3%—
Dividend Yield0.5%0.5%———

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

32.1%

muy exigente

EPS terminal req.

$1.83

Spread vs growth

4.4%

5Y implied EPS CAGR

22.8%

exigente

EPS terminal req.

$2.21

Spread vs growth

13.8%

10Y implied EPS CAGR

16.2%

exigente

EPS terminal req.

$3.57

Spread vs growth

20.4%

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 +16.1%

Total return

+16.1%

Start / end P/E

30.7x → 26.0x

EPS bridge

0.58 → 0.79

Residual

-5.6%

EPS growth+36.6%
Multiple rerating-15.4%
Dividend+0.5%
Residual / FX / buybacks / cross-term-5.6%

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.