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300923.SZ$24.42+2.99%
Fair $24.42+0.0%

300923.SZ

Yeal Electric Co., Ltd.

Industrials / RailroadsShenzhen

$24.42

+0.71 (+2.99%)

Fairly Valued+0.0%Fair Value $24.42Fund rank 24/100 · Data gapFallback financials|
SA 40/C
F-Score: 2/9
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 18%

FCF escenarios

weak_data · normalized FCF $-33.4M · quality 43.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

40/100

C

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: 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 3.0%, below the 5% threshold
Thesis & Journal · 300923.SZLocal privado en este navegador · Yeal Electric 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

$1.9B

P/E

61.0x

↑

EV/EBITDA

33.2x

↑

ROE

3.0%

↓

Gross Margin

25.9%

↑

Debt/Equity

0.01

↓
52-Week Range$24
$22$30

TradingView lightweight chart

300923.SZ price, volumen y niveles de valoración

Último $24.42Periodo -51.0%
Fair value: $24.42

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

+3.2%

FCF CAGR

—

FCF margin

-7.2%

FCF / Net income

-0.96x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $464.2M · net income $34.6M · FCF $-33.4M

2022-FY → 2025-FY

Gross margin

25.9%-3.6% pts

Operating margin

10.2%-2.1% pts

Net margin

7.5%-4.4% pts

FCF margin

-7.2%-1.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$464.2M$464.2M$471.4M$423.6M$422.6M
Net Income$34.6M$34.6M$42.3M$47.0M$49.9M
EBITDA$56.1M$56.1M$62.6M$65.7M$68.9M
EPS0.440.440.540.600.64
Gross Margin25.9%25.9%26.1%28.3%29.5%
Operating Margin10.2%10.2%10.5%11.1%12.4%
Net Margin7.5%7.5%9.0%11.1%11.8%
Balance Sheet
Debt/Equity0.010.010.000.000.01
Current Ratio6.506.50———
Cash Flow
Free Cash Flow$-33.4M$-33.4M$22.8M$-143.4M$-24.6M
Returns
ROE3.0%3.0%3.7%4.1%4.4%
Valuation
P/E61.0561.0533.4840.8331.98
EV/EBITDA33.1733.1720.2128.5119.60
P/B1.681.681.231.661.40
Growth & Yield
Revenue Growth-1.5%-1.5%11.3%0.2%—
EPS Growth-18.5%-18.5%-10.0%-6.3%—
Dividend Yield1.8%1.8%———

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

70.1%

muy exigente

EPS terminal req.

$2.17

Spread vs growth

-88.7%

5Y implied EPS CAGR

42.9%

muy exigente

EPS terminal req.

$2.62

Spread vs growth

-61.4%

10Y implied EPS CAGR

25.4%

muy exigente

EPS terminal req.

$4.22

Spread vs growth

-43.9%

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 +2.3%

Total return

+2.3%

Start / end P/E

45.0x → 55.5x

EPS bridge

0.54 → 0.44

Residual

-4.3%

EPS growth-18.5%
Multiple rerating+23.3%
Dividend+1.8%
Residual / FX / buybacks / cross-term-4.3%

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.