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300901.SZ$15.21-0.72%
Fair $15.21+0.0%

300901.SZ

Zhejiang Zoenn Design Co., Ltd.

Consumer Cyclical / Footwear & AccessoriesShenzhen

$15.21

-0.11 (-0.72%)

Fairly Valued+0.0%Fair Value $15.21Fund rank 27/100 · Data gapFallback financials|
SA 35/D
F-Score: 6/9
Low 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 33% · confianza 23%

FCF escenarios

weak_data · normalized FCF $-122.0M · quality 66.3/100

Data gap 27/100
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

35/100

D

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: 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. ROE is 0.4%, below the 5% threshold
Thesis & Journal · 300901.SZLocal privado en este navegador · Zhejiang Zoenn Design 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

$3.7B

P/E

507.0x

↑

EV/EBITDA

104.1x

↑

ROE

0.4%

↓

Gross Margin

17.8%

↓

Debt/Equity

0.11

↓
52-Week Range$15
$13$20

TradingView lightweight chart

300901.SZ price, volumen y niveles de valoración

Último $15.21Periodo -63.1%
Fair value: $15.21

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

-13.7%

FCF CAGR

—

FCF margin

-13.5%

FCF / Net income

-12.76x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $367.6M · net income $3.9M · FCF $-49.6M

2022-FY → 2025-FY

Gross margin

17.8%-0.8% pts

Operating margin

-0.9%-12.3% pts

Net margin

1.1%-11.8% pts

FCF margin

-13.5%+5.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$367.6M$367.6M$358.3M$490.5M$571.9M
Net Income$3.9M$3.9M$-33.2M$21.3M$73.7M
EBITDA$27.7M$27.7M$-12.2M$44.8M$103.3M
EPS0.020.02-0.140.090.31
Gross Margin17.8%17.8%16.6%17.4%18.6%
Operating Margin-0.9%-0.9%-6.6%3.8%11.4%
Net Margin1.1%1.1%-9.3%4.4%12.9%
Balance Sheet
Debt/Equity0.110.110.050.060.00
Current Ratio3.253.25———
Cash Flow
Free Cash Flow$-49.6M$-49.6M$-122.0M$-162.6M$-107.9M
Returns
ROE0.4%0.4%-3.4%2.1%7.1%
Valuation
P/E507.00507.00—113.0029.48
EV/EBITDA104.10104.10—47.1715.21
P/B3.003.002.572.352.08
Growth & Yield
Revenue Growth2.6%2.6%-27.0%-14.2%—
EPS Growth114.3%114.3%-255.6%-71.0%—

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

307.1%

muy exigente

EPS terminal req.

$1.35

Spread vs growth

-192.8%

5Y implied EPS CAGR

141.2%

muy exigente

EPS terminal req.

$1.63

Spread vs growth

-26.9%

10Y implied EPS CAGR

62.9%

muy exigente

EPS terminal req.

$2.63

Spread vs growth

51.4%

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 +8.8%

Total return

+8.8%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.14 → 0.02

Residual

+8.8%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+8.8%

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.