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300911.SZ$25.62+0.91%
Fair $25.62+0.0%

300911.SZ

Zhejiang Entive Smart Kitchen Appliance Co., Ltd.

Consumer Cyclical / Furnishings, Fixtures & AppliancesShenzhen

$25.62

+0.23 (+0.91%)

Fairly Valued+0.0%Fair Value $25.62Fund rank 26/100 · Data gapFallback financials|
SA 16/F
F-Score: 2/9
Declining RevenueMargin 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 20%

FCF escenarios

weak_data · normalized FCF $-61.3M · quality 54.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

16/100

F

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 3unknown: 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. Revenue has declined for 3 consecutive years Operating margin has declined for 3 consecutive years ROE is -14.6%, below the 5% threshold
Thesis & Journal · 300911.SZLocal privado en este navegador · Zhejiang Entive Smart Kitchen Appliance 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

$4.7B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-14.6%

↓

Gross Margin

10.3%

↓

Debt/Equity

0.42

↓
52-Week Range$26
$25$63

TradingView lightweight chart

300911.SZ price, volumen y niveles de valoración

Último $25.62Periodo -32.4%
Fair value: $25.62

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

-35.8%

FCF CAGR

—

FCF margin

-18.1%

FCF / Net income

0.36x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $337.7M · net income $-171.9M · FCF $-61.3M

2022-FY → 2025-FY

Gross margin

10.3%-36.3% pts

Operating margin

-35.7%-52.6% pts

Net margin

-50.9%-67.3% pts

FCF margin

-18.1%-5.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$337.7M$337.7M$702.8M$1.23B$1.28B
Net Income$-171.9M$-171.9M$26.5M$179.0M$209.7M
EBITDA$-36.6M$-36.6M$111.3M$243.1M$258.6M
EPS-0.94-0.940.150.991.16
Gross Margin10.3%10.3%39.7%48.7%46.6%
Operating Margin-35.7%-35.7%4.2%14.2%16.9%
Net Margin-50.9%-50.9%3.8%14.6%16.4%
Balance Sheet
Debt/Equity0.420.420.330.290.00
Current Ratio1.261.26———
Cash Flow
Free Cash Flow$-61.3M$-61.3M$-114.6M$8.2M$-163.8M
Returns
ROE-14.6%-14.6%1.9%11.7%15.6%
Valuation
P/E——130.4321.3726.64
EV/EBITDA——13.9111.5517.68
P/B5.095.091.432.504.16
Growth & Yield
Revenue Growth-51.9%-51.9%-42.7%-3.8%—
EPS Growth-738.9%-738.9%-85.1%-14.6%—
Dividend Yield3.0%3.0%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 -31.5%

Total return

-31.5%

Start / end P/E

n/dx → n/dx

EPS bridge

0.15 → -0.94

Residual

-34.5%

EPS growthn/d
Multiple reratingn/d
Dividend+3.0%
Residual / FX / buybacks / cross-term-34.5%

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.