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301065.SZ$20.70-3.45%
Fair $20.70+0.0%

301065.SZ

Zhejiang Benli Technology Co., Ltd.

Basic Materials / ChemicalsShenzhen

$20.70

-0.74 (-3.45%)

Fairly Valued+0.0%Fair Value $20.70Fund rank 28/100 · Data gapFallback financials|
SA 44/C
F-Score: 7/9

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 $41.0M · quality 49.3/100

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

44/100

C

Piotroski

7/9

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 · 301065.SZLocal privado en este navegador · Zhejiang Benli 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

$2.2B

P/E

29.2x

↑

EV/EBITDA

10.5x

↓

ROE

5.8%

↑

Gross Margin

22.9%

↑

Debt/Equity

0.00

↓
52-Week Range$21
$20$26

TradingView lightweight chart

301065.SZ price, volumen y niveles de valoración

Último $20.70Periodo -60.4%
Fair value: $20.70

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

6.4%

FCF / Net income

0.52x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $638.5M · net income $78.8M · FCF $41.0M

2022-FY → 2025-FY

Gross margin

22.9%+8.7% pts

Operating margin

12.3%+5.5% pts

Net margin

12.3%+4.5% pts

FCF margin

6.4%+18.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$638.5M$638.5M$708.8M$697.9M$758.7M
Net Income$78.8M$78.8M$64.6M$59.6M$59.8M
EBITDA$153.6M$153.6M$132.5M$120.4M$115.6M
EPS0.760.760.620.560.56
Gross Margin22.9%22.9%17.0%17.1%14.2%
Operating Margin12.3%12.3%8.8%8.1%6.8%
Net Margin12.3%12.3%9.1%8.5%7.9%
Balance Sheet
Debt/Equity0.000.000.010.000.00
Current Ratio4.544.54———
Cash Flow
Free Cash Flow$41.0M$41.0M$130.8M$27.9M$-88.2M
Returns
ROE5.8%5.8%5.0%4.6%4.8%
Valuation
P/E29.1529.1528.4740.7137.79
EV/EBITDA10.5110.519.8615.4314.77
P/B1.571.571.411.871.81
Growth & Yield
Revenue Growth-9.9%-9.9%1.6%-8.0%—
EPS Growth22.6%22.6%10.7%0.0%—
Dividend Yield0.9%0.9%———

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

34.2%

muy exigente

EPS terminal req.

$1.84

Spread vs growth

-11.6%

5Y implied EPS CAGR

23.9%

exigente

EPS terminal req.

$2.22

Spread vs growth

-1.4%

10Y implied EPS CAGR

16.8%

exigente

EPS terminal req.

$3.58

Spread vs growth

5.8%

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 -7.0%

Total return

-7.0%

Start / end P/E

36.3x → 27.2x

EPS bridge

0.62 → 0.76

Residual

-5.6%

EPS growth+22.6%
Multiple rerating-24.9%
Dividend+0.9%
Residual / FX / buybacks / cross-term-5.6%

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.