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301041.SZ$34.50-0.17%
Fair $34.50+0.0%

301041.SZ

Shenzhen King Brother Electronics Technology Co.,Ltd.

Technology / Electronic ComponentsShenzhen

$34.50

-0.06 (-0.17%)

Fairly Valued+0.0%Fair Value $34.50Fund rank 32/100 · Data gapFallback financials|
SA 62/B
F-Score: 4/9
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 32% · confianza 23%

FCF escenarios

weak_data · normalized FCF $69.7M · quality 55.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 35/100Data 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

62/100

B

Piotroski

4/9

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 3.0%, below the 5% threshold
Thesis & Journal · 301041.SZLocal privado en este navegador · Shenzhen King Brother Electronics 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

$3.7B

P/E

164.3x

↑

EV/EBITDA

79.8x

↑

ROE

3.0%

↓

Gross Margin

23.5%

↓

Debt/Equity

0.01

↓
52-Week Range$35
$22$37

TradingView lightweight chart

301041.SZ price, volumen y niveles de valoración

Último $34.50Periodo -9.9%
Fair value: $34.50

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

+2.4%

FCF CAGR

—

FCF margin

9.9%

FCF / Net income

3.45x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $700.5M · net income $20.2M · FCF $69.7M

2022-FY → 2025-FY

Gross margin

23.5%-2.5% pts

Operating margin

2.3%-2.7% pts

Net margin

2.9%-2.3% pts

FCF margin

9.9%+16.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$700.5M$700.5M$682.7M$635.7M$651.7M
Net Income$20.2M$20.2M$39.1M$39.6M$33.9M
EBITDA$44.4M$44.4M$67.7M$67.0M$53.7M
EPS0.190.190.370.370.32
Gross Margin23.5%23.5%26.3%28.5%25.9%
Operating Margin2.3%2.3%5.5%6.2%5.0%
Net Margin2.9%2.9%5.7%6.2%5.2%
Balance Sheet
Debt/Equity0.010.010.010.080.01
Current Ratio2.592.59———
Cash Flow
Free Cash Flow$69.7M$69.7M$32.5M$73.1M$-43.4M
Returns
ROE3.0%3.0%5.7%5.9%5.3%
Valuation
P/E164.29164.2959.4169.4158.63
EV/EBITDA79.8379.8331.7939.3433.27
P/B5.385.383.384.123.13
Growth & Yield
Revenue Growth2.6%2.6%7.4%-2.4%—
EPS Growth-48.6%-48.6%0.0%15.6%—
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

152.6%

muy exigente

EPS terminal req.

$3.06

Spread vs growth

-201.2%

5Y implied EPS CAGR

81.1%

muy exigente

EPS terminal req.

$3.70

Spread vs growth

-129.8%

10Y implied EPS CAGR

41.2%

muy exigente

EPS terminal req.

$5.97

Spread vs growth

-89.8%

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 +51.7%

Total return

+51.7%

Start / end P/E

61.6x → 181.6x

EPS bridge

0.37 → 0.19

Residual

-94.8%

EPS growth-48.6%
Multiple rerating+194.8%
Dividend+0.3%
Residual / FX / buybacks / cross-term-94.8%

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.