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300978.SZ$10.03+2.24%
Fair $10.03+0.0%

300978.SZ

WINBO-Dongjian Automotive Technology Co., Ltd.

Consumer Cyclical / Auto PartsShenzhen

$10.03

+0.22 (+2.24%)

Fairly Valued+0.0%Fair Value $10.03Fund rank 33/100 · Data gapFallback financials|
SA 40/C
F-Score: 3/9

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 32% · confianza 25%

FCF escenarios

weak_data · normalized FCF $202.1M · quality 64.7/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 47/100Data 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

3/9

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 · 300978.SZLocal privado en este navegador · WINBO-Dongjian Automotive 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

$4.2B

P/E

33.4x

↑

EV/EBITDA

13.2x

↑

ROE

8.6%

↑

Gross Margin

28.8%

↓

Debt/Equity

0.20

↓
52-Week Range$10
$10$15

TradingView lightweight chart

300978.SZ price, volumen y niveles de valoración

Último $10.03Periodo -66.8%
Fair value: $10.03

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

+4.8%

FCF CAGR

—

FCF margin

12.0%

FCF / Net income

1.71x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.03B · net income $142.4M · FCF $243.1M

2022-FY → 2025-FY

Gross margin

28.8%+2.0% pts

Operating margin

12.3%+7.0% pts

Net margin

7.0%+2.2% pts

FCF margin

12.0%+13.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.03B$2.03B$2.19B$2.04B$1.77B
Net Income$142.4M$142.4M$150.4M$140.7M$85.5M
EBITDA$303.8M$303.8M$320.1M$264.4M$187.2M
EPS0.340.340.360.330.20
Gross Margin28.8%28.8%29.5%31.0%26.8%
Operating Margin12.3%12.3%11.8%9.9%5.3%
Net Margin7.0%7.0%6.9%6.9%4.8%
Balance Sheet
Debt/Equity0.200.200.190.190.35
Current Ratio1.941.94———
Cash Flow
Free Cash Flow$243.1M$243.1M$202.1M$137.0M$-28.5M
Returns
ROE8.6%8.6%9.1%8.7%5.5%
Valuation
P/E33.4333.4327.8939.9158.35
EV/EBITDA13.1613.1612.5520.5325.37
P/B2.532.532.523.483.19
Growth & Yield
Revenue Growth-7.1%-7.1%7.1%15.7%—
EPS Growth-5.6%-5.6%9.1%65.0%—
Dividend Yield4.0%4.0%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

37.8%

muy exigente

EPS terminal req.

$0.89

Spread vs growth

-43.4%

5Y implied EPS CAGR

25.9%

muy exigente

EPS terminal req.

$1.08

Spread vs growth

-31.5%

10Y implied EPS CAGR

17.7%

exigente

EPS terminal req.

$1.73

Spread vs growth

-23.3%

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 -4.4%

Total return

-4.4%

Start / end P/E

30.4x → 29.5x

EPS bridge

0.36 → 0.34

Residual

+0.2%

EPS growth-5.6%
Multiple rerating-3.0%
Dividend+4.0%
Residual / FX / buybacks / cross-term+0.2%

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.