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301028.SZ$19.66-2.48%
Fair $19.66+0.0%

301028.SZ

Xiamen Dingrongyan Technology Co., Ltd.

Industrials / Specialty Industrial MachineryShenzhen

$19.66

-0.50 (-2.48%)

Fairly Valued+0.0%Fair Value $19.66Fund rank 28/100 · Data gapFallback financials|
SA 61/B
F-Score: 5/9

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 $-33.5M · quality 48.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

61/100

B

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: 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 · 301028.SZLocal privado en este navegador · Xiamen Dingrongyan 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

$7.6B

P/E

32.2x

↑

EV/EBITDA

24.4x

↑

ROE

14.1%

↑

Gross Margin

30.9%

↑

Debt/Equity

0.27

↓
52-Week Range$20
$11$22

TradingView lightweight chart

301028.SZ price, volumen y niveles de valoración

Último $19.66Periodo +17.2%
Fair value: $19.66

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

+15.0%

FCF CAGR

—

FCF margin

-2.8%

FCF / Net income

-0.14x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.21B · net income $232.3M · FCF $-33.5M

2022-FY → 2025-FY

Gross margin

30.9%-1.2% pts

Operating margin

21.0%-0.5% pts

Net margin

19.2%-0.9% pts

FCF margin

-2.8%-22.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.21B$1.21B$1.14B$958.6M$794.9M
Net Income$232.3M$232.3M$217.2M$163.0M$159.8M
EBITDA$309.0M$309.0M$278.5M$227.7M$223.8M
EPS0.610.610.570.430.42
Gross Margin30.9%30.9%30.6%30.2%32.1%
Operating Margin21.0%21.0%20.6%17.9%21.5%
Net Margin19.2%19.2%19.1%17.0%20.1%
Balance Sheet
Debt/Equity0.270.270.160.01—
Current Ratio1.581.58———
Cash Flow
Free Cash Flow$-33.5M$-33.5M$-100.9M$167.3M$159.4M
Returns
ROE14.1%14.1%14.7%12.5%13.5%
Valuation
P/E32.2332.2317.3227.0221.88
EV/EBITDA24.4324.4313.0817.0812.09
P/B4.534.532.553.382.96
Growth & Yield
Revenue Growth6.0%6.0%18.9%20.6%—
EPS Growth7.0%7.0%32.6%2.4%—
Dividend Yield1.0%1.0%———

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

41.9%

muy exigente

EPS terminal req.

$1.74

Spread vs growth

-34.9%

5Y implied EPS CAGR

28.2%

muy exigente

EPS terminal req.

$2.11

Spread vs growth

-21.2%

10Y implied EPS CAGR

18.7%

exigente

EPS terminal req.

$3.40

Spread vs growth

-11.7%

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 +50.0%

Total return

+50.0%

Start / end P/E

23.1x → 32.2x

EPS bridge

0.57 → 0.61

Residual

+2.8%

EPS growth+7.0%
Multiple rerating+39.3%
Dividend+1.0%
Residual / FX / buybacks / cross-term+2.8%

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.