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300925.SZ$16.65+5.65%
Fair $16.65+0.0%

300925.SZ

Shenzhen Farben Information Technology Co.,Ltd.

Technology / Information Technology ServicesShenzhen

$16.65

+0.89 (+5.65%)

Fairly Valued+0.0%Fair Value $16.65Fund rank 33/100 · Data gapFallback financials|
SA 39/D
F-Score: 5/9
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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $108.6M · quality 62.3/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 46/100Data 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

39/100

D

Piotroski

5/9

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 4.7%, below the 5% threshold
Thesis & Journal · 300925.SZLocal privado en este navegador · Shenzhen Farben Information 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

$7.1B

P/E

69.4x

↑

EV/EBITDA

41.8x

↑

ROE

4.7%

↓

Gross Margin

17.5%

↓

Debt/Equity

0.09

↓
52-Week Range$17
$16$28

TradingView lightweight chart

300925.SZ price, volumen y niveles de valoración

Último $16.65Periodo -9.2%
Fair value: $16.65

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

+12.5%

FCF CAGR

—

FCF margin

1.8%

FCF / Net income

0.89x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.11B · net income $104.4M · FCF $92.8M

2022-FY → 2025-FY

Gross margin

17.5%-7.1% pts

Operating margin

2.3%-2.7% pts

Net margin

2.0%-1.6% pts

FCF margin

1.8%+2.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.11B$5.11B$4.32B$3.88B$3.59B
Net Income$104.4M$104.4M$131.0M$113.0M$129.3M
EBITDA$147.6M$147.6M$170.5M$194.3M$192.5M
EPS0.250.250.310.300.35
Gross Margin17.5%17.5%19.8%21.2%24.6%
Operating Margin2.3%2.3%3.2%4.1%4.9%
Net Margin2.0%2.0%3.0%2.9%3.6%
Balance Sheet
Debt/Equity0.090.090.140.090.47
Current Ratio3.333.33———
Cash Flow
Free Cash Flow$92.8M$92.8M$127.1M$108.6M$-19.6M
Returns
ROE4.7%4.7%6.2%5.5%8.6%
Valuation
P/E69.3869.3864.3241.4039.26
EV/EBITDA41.7941.7944.9520.9725.69
P/B3.143.143.972.283.39
Growth & Yield
Revenue Growth18.3%18.3%11.2%8.3%—
EPS Growth-19.4%-19.4%3.3%-14.3%—
Dividend Yield0.3%0.3%———

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

80.8%

muy exigente

EPS terminal req.

$1.48

Spread vs growth

-100.2%

5Y implied EPS CAGR

48.2%

muy exigente

EPS terminal req.

$1.79

Spread vs growth

-67.6%

10Y implied EPS CAGR

27.7%

muy exigente

EPS terminal req.

$2.88

Spread vs growth

-47.0%

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 -23.5%

Total return

-23.5%

Start / end P/E

70.5x → 66.6x

EPS bridge

0.31 → 0.25

Residual

+1.1%

EPS growth-19.4%
Multiple rerating-5.6%
Dividend+0.3%
Residual / FX / buybacks / cross-term+1.1%

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.