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300992.SZ$28.14+5.20%
Fair $28.14+0.0%

300992.SZ

Zhejiang Taifu Pump Co., Ltd

Industrials / Specialty Industrial MachineryShenzhen

$28.14

+1.39 (+5.20%)

Fairly Valued+0.0%Fair Value $28.14Fund rank 24/100 · Data gapFallback financials|
SA 44/C
F-Score: 7/9
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 17%

FCF escenarios

weak_data · normalized FCF $56.3M · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 10/100Data 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

44/100

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: 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 2.0%, below the 5% threshold
Thesis & Journal · 300992.SZLocal privado en este navegador · Zhejiang Taifu Pump 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

$2.7B

P/E

148.1x

↑

EV/EBITDA

30.7x

↑

ROE

2.0%

↓

Gross Margin

16.6%

↓

Debt/Equity

0.42

↑
52-Week Range$28
$23$42

TradingView lightweight chart

300992.SZ price, volumen y niveles de valoración

Último $28.14Periodo -43.7%
Fair value: $28.14

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

+19.1%

FCF CAGR

—

FCF margin

16.0%

FCF / Net income

8.06x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $935.5M · net income $18.6M · FCF $149.8M

2022-FY → 2025-FY

Gross margin

16.6%-4.0% pts

Operating margin

1.8%-7.5% pts

Net margin

2.0%-9.1% pts

FCF margin

16.0%+39.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$935.5M$935.5M$743.4M$714.4M$553.7M
Net Income$18.6M$18.6M$12.7M$53.5M$61.2M
EBITDA$92.8M$92.8M$87.1M$99.7M$101.8M
EPS0.190.190.140.540.67
Gross Margin16.6%16.6%21.4%23.0%20.6%
Operating Margin1.8%1.8%6.3%9.0%9.3%
Net Margin2.0%2.0%1.7%7.5%11.1%
Balance Sheet
Debt/Equity0.420.420.480.500.47
Current Ratio1.721.72———
Cash Flow
Free Cash Flow$149.8M$149.8M$-45.3M$56.3M$-131.7M
Returns
ROE2.0%2.0%1.4%6.4%7.7%
Valuation
P/E148.11148.11171.2140.0928.04
EV/EBITDA30.6730.6727.4121.4216.70
P/B3.023.022.462.562.17
Growth & Yield
Revenue Growth25.8%25.8%4.1%29.0%—
EPS Growth35.7%35.7%-74.1%-19.4%—
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

136.0%

muy exigente

EPS terminal req.

$2.50

Spread vs growth

-100.3%

5Y implied EPS CAGR

73.9%

muy exigente

EPS terminal req.

$3.02

Spread vs growth

-38.2%

10Y implied EPS CAGR

38.3%

muy exigente

EPS terminal req.

$4.87

Spread vs growth

-2.6%

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 +15.6%

Total return

+15.6%

Start / end P/E

174.3x → 148.1x

EPS bridge

0.14 → 0.19

Residual

-5.4%

EPS growth+35.7%
Multiple rerating-15.0%
Dividend+0.3%
Residual / FX / buybacks / cross-term-5.4%

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.