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301026.SZ$23.72+0.30%
Fair $23.72+0.0%

301026.SZ

Hootech Inc.

Basic Materials / Other Industrial Metals & MiningShenzhen

$23.72

+0.07 (+0.30%)

Fairly Valued+0.0%Fair Value $23.72Fund rank 24/100 · Data gapFallback financials|
SA 52/C
F-Score: 2/9

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 $-274.5M · quality 51.3/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

52/100

C

Piotroski

2/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 301026.SZLocal privado en este navegador · Hootech Inc.
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

$5.3B

P/E

25.8x

↑

EV/EBITDA

18.3x

↑

ROE

10.7%

↑

Gross Margin

6.5%

↓

Debt/Equity

0.93

↑
52-Week Range$24
$16$30

TradingView lightweight chart

301026.SZ price, volumen y niveles de valoración

Último $23.72Periodo -52.3%
Fair value: $23.72

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

+18.6%

FCF CAGR

—

FCF margin

-19.0%

FCF / Net income

-4.67x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.28B · net income $174.2M · FCF $-813.3M

2022-FY → 2025-FY

Gross margin

6.5%-1.8% pts

Operating margin

5.0%-1.9% pts

Net margin

4.1%-1.6% pts

FCF margin

-19.0%-10.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.28B$4.28B$2.66B$2.53B$2.57B
Net Income$174.2M$174.2M$116.6M$104.7M$145.9M
EBITDA$233.6M$233.6M$173.7M$126.8M$182.8M
EPS1.111.110.740.660.92
Gross Margin6.5%6.5%7.1%8.0%8.2%
Operating Margin5.0%5.0%6.0%6.9%6.8%
Net Margin4.1%4.1%4.4%4.1%5.7%
Balance Sheet
Debt/Equity0.930.930.380.170.07
Current Ratio1.281.28———
Cash Flow
Free Cash Flow$-813.3M$-813.3M$-100.8M$-274.5M$-222.8M
Returns
ROE10.7%10.7%7.8%7.2%10.5%
Valuation
P/E25.7825.7817.8622.1722.24
EV/EBITDA18.3418.3413.6019.3618.21
P/B2.282.281.391.612.34
Growth & Yield
Revenue Growth61.1%61.1%5.2%-1.6%—
EPS Growth50.0%50.0%12.6%-28.7%—
Dividend Yield1.7%1.7%———

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

23.8%

exigente

EPS terminal req.

$2.10

Spread vs growth

26.2%

5Y implied EPS CAGR

18.1%

exigente

EPS terminal req.

$2.55

Spread vs growth

31.9%

10Y implied EPS CAGR

14.0%

razonable

EPS terminal req.

$4.10

Spread vs growth

36.0%

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 +51.0%

Total return

+51.0%

Start / end P/E

21.5x → 21.4x

EPS bridge

0.74 → 1.11

Residual

-0.2%

EPS growth+50.0%
Multiple rerating-0.4%
Dividend+1.7%
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.