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300939.SZ$69.16-4.12%
Fair $69.16+0.0%

300939.SZ

Shenzhen AV-Display Co., Ltd.

Technology / Electronic ComponentsShenzhen

$69.16

-2.97 (-4.12%)

Fairly Valued+0.0%Fair Value $69.16Fund rank 28/100 · Data gapFallback financials|
SA 59/C
F-Score: 4/9
Margin Compression

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 $28.0M · quality 48.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

59/100

C

Piotroski

4/9

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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 300939.SZLocal privado en este navegador · Shenzhen AV-Display 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

$8.3B

P/E

109.8x

↑

EV/EBITDA

66.7x

↑

ROE

5.6%

↑

Gross Margin

22.8%

↓

Debt/Equity

0.04

↓
52-Week Range$69
$27$79

TradingView lightweight chart

300939.SZ price, volumen y niveles de valoración

Último $69.16Periodo +66.7%
Fair value: $69.16

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

+5.4%

FCF CAGR

—

FCF margin

-2.5%

FCF / Net income

-0.40x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.29B · net income $79.7M · FCF $-31.9M

2022-FY → 2025-FY

Gross margin

22.8%-5.0% pts

Operating margin

7.0%-6.6% pts

Net margin

6.2%-8.3% pts

FCF margin

-2.5%-8.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.29B$1.29B$1.08B$994.9M$1.10B
Net Income$79.7M$79.7M$90.6M$122.3M$159.3M
EBITDA$117.5M$117.5M$132.2M$169.1M$208.4M
EPS0.670.670.761.021.33
Gross Margin22.8%22.8%24.8%28.2%27.8%
Operating Margin7.0%7.0%7.9%12.0%13.6%
Net Margin6.2%6.2%8.4%12.3%14.4%
Balance Sheet
Debt/Equity0.040.040.010.040.02
Current Ratio3.543.54———
Cash Flow
Free Cash Flow$-31.9M$-31.9M$28.0M$110.3M$68.7M
Returns
ROE5.6%5.6%6.6%9.0%12.4%
Valuation
P/E109.78109.7838.9134.4221.21
EV/EBITDA66.7066.7025.2824.5713.30
P/B5.745.742.573.092.63
Growth & Yield
Revenue Growth19.1%19.1%9.0%-9.9%—
EPS Growth-11.8%-11.8%-25.5%-23.3%—
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

109.2%

muy exigente

EPS terminal req.

$6.14

Spread vs growth

-121.1%

5Y implied EPS CAGR

61.8%

muy exigente

EPS terminal req.

$7.43

Spread vs growth

-73.6%

10Y implied EPS CAGR

33.4%

muy exigente

EPS terminal req.

$11.96

Spread vs growth

-45.2%

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 +139.4%

Total return

+139.4%

Start / end P/E

38.1x → 103.2x

EPS bridge

0.76 → 0.67

Residual

-20.3%

EPS growth-11.8%
Multiple rerating+171.3%
Dividend+0.3%
Residual / FX / buybacks / cross-term-20.3%

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.