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301043.SZ$45.40+0.81%
Fair $45.40+0.0%

301043.SZ

Guangdong Nedfon Air System Co., Ltd.

Industrials / Building Products & EquipmentShenzhen

$45.40

+0.37 (+0.81%)

Fairly Valued+0.0%Fair Value $45.40Fund rank 28/100 · Data gapFallback financials|
SA 49/C
F-Score: 3/9

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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $80.5M · quality 46.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

49/100

C

Piotroski

3/9

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 · 301043.SZLocal privado en este navegador · Guangdong Nedfon Air System 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

$3.1B

P/E

44.1x

↑

EV/EBITDA

30.0x

↑

ROE

8.1%

↑

Gross Margin

34.1%

↑

Debt/Equity

0.33

↑
52-Week Range$45
$28$83

TradingView lightweight chart

301043.SZ price, volumen y niveles de valoración

Último $45.79Periodo +12.8%
Fair value: $45.40

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

+5.6%

FCF CAGR

—

FCF margin

14.4%

FCF / Net income

1.17x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $557.2M · net income $68.6M · FCF $80.5M

2022-FY → 2025-FY

Gross margin

34.1%+0.8% pts

Operating margin

12.8%+3.8% pts

Net margin

12.3%+3.5% pts

FCF margin

14.4%+34.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$557.2M$557.2M$601.6M$570.1M$473.4M
Net Income$68.6M$68.6M$105.0M$96.2M$41.7M
EBITDA$108.9M$108.9M$151.4M$139.8M$72.0M
EPS1.011.011.541.410.61
Gross Margin34.1%34.1%37.5%36.9%33.3%
Operating Margin12.8%12.8%18.2%16.9%9.1%
Net Margin12.3%12.3%17.5%16.9%8.8%
Balance Sheet
Debt/Equity0.330.330.310.200.16
Current Ratio2.412.41———
Cash Flow
Free Cash Flow$80.5M$80.5M$27.5M$96.0M$-94.7M
Returns
ROE8.1%8.1%12.0%11.6%5.4%
Valuation
P/E44.0844.0817.0523.1640.03
EV/EBITDA29.9929.9912.5516.9023.82
P/B3.653.652.042.682.15
Growth & Yield
Revenue Growth-7.4%-7.4%5.5%20.4%—
EPS Growth-34.4%-34.4%9.2%131.1%—
Dividend Yield1.9%1.9%———

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

58.6%

muy exigente

EPS terminal req.

$4.03

Spread vs growth

-93.0%

5Y implied EPS CAGR

37.0%

muy exigente

EPS terminal req.

$4.87

Spread vs growth

-71.4%

10Y implied EPS CAGR

22.8%

exigente

EPS terminal req.

$7.85

Spread vs growth

-57.2%

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 +49.9%

Total return

+49.9%

Start / end P/E

20.1x → 45.3x

EPS bridge

1.54 → 1.01

Residual

-43.2%

EPS growth-34.4%
Multiple rerating+125.7%
Dividend+1.9%
Residual / FX / buybacks / cross-term-43.2%

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.