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301085.SZ$72.99-1.78%
Fair $72.99+0.0%

301085.SZ

Beijing Asiacom Information Technology Co,.Ltd

Technology / Information Technology ServicesShenzhen

$72.99

-1.32 (-1.78%)

Fairly Valued+0.0%Fair Value $72.99Fund rank 25/100 · Data gapFallback financials|
SA 41/C
F-Score: 4/9
Declining RevenueLow 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 17%

FCF escenarios

weak_data · normalized FCF $31.2M · quality 41.3/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

41/100

C

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: 2unknown: 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. Revenue has declined for 2 consecutive years ROE is -15.3%, below the 5% threshold
Thesis & Journal · 301085.SZLocal privado en este navegador · Beijing Asiacom Information 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

$6.3B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-15.3%

↓

Gross Margin

12.8%

↓

Debt/Equity

0.36

↑
52-Week Range$73
$49$89

TradingView lightweight chart

301085.SZ price, volumen y niveles de valoración

Último $72.99Periodo +105.9%
Fair value: $72.99

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

-2.8%

FCF CAGR

+20.7%

FCF margin

4.4%

FCF / Net income

-0.42x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.34B · net income $-142.4M · FCF $59.1M

2022-FY → 2025-FY

Gross margin

12.8%+0.5% pts

Operating margin

3.7%-2.6% pts

Net margin

-10.6%-16.1% pts

FCF margin

4.4%+2.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.34B$1.34B$1.38B$1.53B$1.46B
Net Income$-142.4M$-142.4M$27.5M$77.9M$80.5M
EBITDA$-114.2M$-114.2M$47.5M$109.4M$102.5M
EPS-1.65-1.650.320.961.01
Gross Margin12.8%12.8%14.3%15.3%12.3%
Operating Margin3.7%3.7%5.9%8.1%6.4%
Net Margin-10.6%-10.6%2.0%5.1%5.5%
Balance Sheet
Debt/Equity0.360.360.370.390.01
Current Ratio2.392.39———
Cash Flow
Free Cash Flow$59.1M$59.1M$31.2M$-556.1M$33.6M
Returns
ROE-15.3%-15.3%2.5%7.0%10.3%
Valuation
P/E——191.1256.9829.21
EV/EBITDA——109.2640.4819.40
P/B6.766.764.874.013.02
Growth & Yield
Revenue Growth-2.7%-2.7%-10.0%5.0%—
EPS Growth-615.6%-615.6%-66.7%-5.0%—
Dividend Yield0.2%0.2%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +18.2%

Total return

+18.2%

Start / end P/E

n/dx → n/dx

EPS bridge

0.32 → -1.65

Residual

+18.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.2%
Residual / FX / buybacks / cross-term+18.0%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.