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300940.SZ$17.82+0.73%
Fair $17.82+0.0%

300940.SZ

Shen Zhen Australis Electronic Technology Co.,Ltd.

Technology / Electronic ComponentsShenzhen

$17.82

+0.13 (+0.73%)

Fairly Valued+0.0%Fair Value $17.82Fund rank 29/100 · Data gapFallback financials|
SA 46/C
F-Score: 7/9

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 19%

FCF escenarios

weak_data · normalized FCF $-16.6M · quality 51.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data 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

46/100

C

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 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.
Thesis & Journal · 300940.SZLocal privado en este navegador · Shen Zhen Australis Electronic 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

$4.0B

P/E

61.4x

↑

EV/EBITDA

27.4x

↑

ROE

7.6%

↑

Gross Margin

26.9%

↓

Debt/Equity

0.08

↓
52-Week Range$18
$16$34

TradingView lightweight chart

300940.SZ price, volumen y niveles de valoración

Último $17.82Periodo -73.1%
Fair value: $17.82

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

+7.3%

FCF CAGR

—

FCF margin

19.1%

FCF / Net income

1.71x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $792.6M · net income $88.5M · FCF $151.3M

2022-FY → 2025-FY

Gross margin

26.9%+18.2% pts

Operating margin

11.8%+19.2% pts

Net margin

11.2%+18.3% pts

FCF margin

19.1%+29.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$792.6M$792.6M$457.2M$469.0M$642.3M
Net Income$88.5M$88.5M$20.6M$-305.2M$-45.5M
EBITDA$134.8M$134.8M$55.1M$-235.6M$-11.7M
EPS0.400.400.09-1.58-0.24
Gross Margin26.9%26.9%16.2%-3.5%8.7%
Operating Margin11.8%11.8%0.2%-34.8%-7.4%
Net Margin11.2%11.2%4.5%-65.1%-7.1%
Balance Sheet
Debt/Equity0.080.080.030.060.05
Current Ratio3.233.23———
Cash Flow
Free Cash Flow$151.3M$151.3M$-56.7M$-16.6M$-63.9M
Returns
ROE7.6%7.6%1.9%-28.8%-5.6%
Valuation
P/E61.4561.45137.69——
EV/EBITDA27.4227.4249.62——
P/B3.403.402.633.304.40
Growth & Yield
Revenue Growth73.3%73.3%-2.5%-27.0%—
EPS Growth329.4%329.4%105.9%-558.9%—

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

58.4%

muy exigente

EPS terminal req.

$1.58

Spread vs growth

270.9%

5Y implied EPS CAGR

36.9%

muy exigente

EPS terminal req.

$1.91

Spread vs growth

292.5%

10Y implied EPS CAGR

22.7%

exigente

EPS terminal req.

$3.08

Spread vs growth

306.6%

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 +5.4%

Total return

+5.4%

Start / end P/E

182.6x → 44.8x

EPS bridge

0.09 → 0.40

Residual

-248.5%

EPS growth+329.4%
Multiple rerating-75.5%
Dividend+0.0%
Residual / FX / buybacks / cross-term-248.5%

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.