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301008.SZ$24.89-1.93%
Fair $24.89+0.0%

301008.SZ

Zhejiang Hongchang Electrical Technology Co., Ltd.

Technology / Electronic ComponentsShenzhen

$24.89

-0.49 (-1.93%)

Fairly Valued+0.0%Fair Value $24.89Fund rank 25/100 · Data gapFallback financials|
SA 39/D
F-Score: 5/9
Low 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 18%

FCF escenarios

weak_data · normalized FCF $-6.5M · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 11/100Data 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: 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. ROE is 2.2%, below the 5% threshold
Thesis & Journal · 301008.SZLocal privado en este navegador · Zhejiang Hongchang Electrical 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

$3.3B

P/E

146.4x

↑

EV/EBITDA

23.3x

↑

ROE

2.2%

↓

Gross Margin

13.2%

↓

Debt/Equity

0.04

↓
52-Week Range$25
$21$55

TradingView lightweight chart

301008.SZ price, volumen y niveles de valoración

Último $25.38Periodo -41.3%
Fair value: $24.89

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

+11.5%

FCF CAGR

—

FCF margin

8.4%

FCF / Net income

2.95x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.15B · net income $32.8M · FCF $96.8M

2022-FY → 2025-FY

Gross margin

13.2%-4.7% pts

Operating margin

2.8%-5.7% pts

Net margin

2.9%-5.3% pts

FCF margin

8.4%+19.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.15B$1.15B$1.03B$884.5M$826.4M
Net Income$32.8M$32.8M$52.5M$85.9M$67.3M
EBITDA$107.1M$107.1M$122.3M$142.5M$107.3M
EPS0.270.270.470.770.60
Gross Margin13.2%13.2%16.4%19.7%17.9%
Operating Margin2.8%2.8%6.1%10.5%8.5%
Net Margin2.9%2.9%5.1%9.7%8.1%
Balance Sheet
Debt/Equity0.040.040.330.390.07
Current Ratio2.292.29———
Cash Flow
Free Cash Flow$96.8M$96.8M$-35.0M$-6.5M$-91.8M
Returns
ROE2.2%2.2%4.7%7.6%6.6%
Valuation
P/E146.41146.4137.6427.4728.81
EV/EBITDA23.3023.3014.7614.1215.16
P/B2.012.011.762.081.89
Growth & Yield
Revenue Growth11.7%11.7%16.1%7.0%—
EPS Growth-42.6%-42.6%-39.0%28.3%—
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

101.5%

muy exigente

EPS terminal req.

$2.21

Spread vs growth

-144.0%

5Y implied EPS CAGR

58.2%

muy exigente

EPS terminal req.

$2.67

Spread vs growth

-100.7%

10Y implied EPS CAGR

31.9%

muy exigente

EPS terminal req.

$4.30

Spread vs growth

-74.5%

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 -8.9%

Total return

-8.9%

Start / end P/E

58.4x → 92.2x

EPS bridge

0.47 → 0.27

Residual

-24.7%

EPS growth-42.6%
Multiple rerating+58.0%
Dividend+0.3%
Residual / FX / buybacks / cross-term-24.7%

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.