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301046.SZ$26.49-0.45%
Fair $26.49+0.0%

301046.SZ

Shanghai Nenghui Technology Co.,Ltd.

Utilities / Utilities - RenewableShenzhen

$26.49

-0.12 (-0.45%)

Fairly Valued+0.0%Fair Value $26.49Fund rank 24/100 · Data gapFallback financials|
SA 59/C
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 $-184.3M · quality 43.7/100

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

59/100

C

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 0.6%, below the 5% threshold
Thesis & Journal · 301046.SZLocal privado en este navegador · Shanghai Nenghui 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

$4.5B

P/E

662.3x

↑

EV/EBITDA

110.1x

↑

ROE

0.6%

↓

Gross Margin

12.6%

↓

Debt/Equity

0.01

↓
52-Week Range$26
$18$34

TradingView lightweight chart

301046.SZ price, volumen y niveles de valoración

Último $26.49Periodo -49.1%
Fair value: $26.49

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

+45.8%

FCF CAGR

—

FCF margin

18.5%

FCF / Net income

31.35x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.18B · net income $7.0M · FCF $219.0M

2022-FY → 2025-FY

Gross margin

12.6%-13.3% pts

Operating margin

2.0%-7.0% pts

Net margin

0.6%-6.3% pts

FCF margin

18.5%+60.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.18B$1.18B$1.10B$590.8M$381.7M
Net Income$7.0M$7.0M$52.5M$58.2M$26.1M
EBITDA$38.4M$38.4M$90.0M$88.7M$39.6M
EPS0.040.040.350.390.17
Gross Margin12.6%12.6%16.5%22.0%25.9%
Operating Margin2.0%2.0%7.5%12.5%8.9%
Net Margin0.6%0.6%4.8%9.9%6.8%
Balance Sheet
Debt/Equity0.010.010.530.510.01
Current Ratio2.942.94———
Cash Flow
Free Cash Flow$219.0M$219.0M$-184.3M$-196.4M$-159.2M
Returns
ROE0.6%0.6%6.2%6.9%3.4%
Valuation
P/E662.25662.2554.2667.77280.35
EV/EBITDA110.09110.0932.9344.15177.02
P/B3.953.953.364.699.58
Growth & Yield
Revenue Growth7.7%7.7%85.7%54.8%—
EPS Growth-88.6%-88.6%-10.3%129.4%—
Dividend Yield1.5%1.5%———

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

288.8%

muy exigente

EPS terminal req.

$2.35

Spread vs growth

-377.4%

5Y implied EPS CAGR

134.6%

muy exigente

EPS terminal req.

$2.84

Spread vs growth

-223.2%

10Y implied EPS CAGR

60.7%

muy exigente

EPS terminal req.

$4.58

Spread vs growth

-149.2%

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 +38.8%

Total return

+38.8%

Start / end P/E

55.1x → 662.2x

EPS bridge

0.35 → 0.04

Residual

-975.7%

EPS growth-88.6%
Multiple rerating+1101.6%
Dividend+1.5%
Residual / FX / buybacks / cross-term-975.7%

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.