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301088.SZ$14.55-2.35%
Fair $14.55+0.0%

301088.SZ

Rumere Co.,Ltd.

Consumer Cyclical / Apparel ManufacturingShenzhen

$14.55

-0.35 (-2.35%)

Fairly Valued+0.0%Fair Value $14.55Fund rank 24/100 · Data gapFallback financials|
SA 26/D
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 15%

FCF escenarios

weak_data · normalized FCF $66.8M · quality 33.3/100

Data gap 24/100
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

26/100

D

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 3 consecutive years ROE is 3.1%, below the 5% threshold
Thesis & Journal · 301088.SZLocal privado en este navegador · Rumere 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

$3.3B

P/E

46.9x

↑

EV/EBITDA

27.4x

↑

ROE

3.1%

↓

Gross Margin

45.7%

↑

Debt/Equity

N/A

•
52-Week Range$15
$13$20

TradingView lightweight chart

301088.SZ price, volumen y niveles de valoración

Último $14.90Periodo -48.2%
Fair value: $14.55

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

-14.5%

FCF CAGR

+7.6%

FCF margin

12.0%

FCF / Net income

0.91x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $593.0M · net income $77.9M · FCF $71.3M

2022-FY → 2025-FY

Gross margin

45.7%+5.2% pts

Operating margin

21.8%+0.4% pts

Net margin

13.1%-4.5% pts

FCF margin

12.0%+6.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$593.0M$593.0M$689.0M$767.3M$948.8M
Net Income$77.9M$77.9M$106.7M$84.7M$167.0M
EBITDA$119.7M$119.7M$147.9M$117.2M$218.4M
EPS0.340.340.470.370.73
Gross Margin45.7%45.7%42.4%39.2%40.5%
Operating Margin21.8%21.8%21.0%15.2%21.4%
Net Margin13.1%13.1%15.5%11.0%17.6%
Balance Sheet
Debt/Equity——0.000.000.00
Current Ratio28.0328.03———
Cash Flow
Free Cash Flow$71.3M$71.3M$66.8M$-327.8M$57.3M
Returns
ROE3.1%3.1%4.2%3.3%6.5%
Valuation
P/E46.9446.9430.5741.3023.74
EV/EBITDA27.3527.3518.2428.5816.14
P/B1.331.331.271.361.54
Growth & Yield
Revenue Growth-13.9%-13.9%-10.2%-19.1%—
EPS Growth-27.7%-27.7%27.0%-49.3%—
Dividend Yield7.4%7.4%———

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

56.0%

muy exigente

EPS terminal req.

$1.29

Spread vs growth

-83.7%

5Y implied EPS CAGR

35.7%

muy exigente

EPS terminal req.

$1.56

Spread vs growth

-63.3%

10Y implied EPS CAGR

22.2%

exigente

EPS terminal req.

$2.52

Spread vs growth

-49.8%

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 +7.9%

Total return

+7.9%

Start / end P/E

30.8x → 42.8x

EPS bridge

0.47 → 0.34

Residual

-10.8%

EPS growth-27.7%
Multiple rerating+39.0%
Dividend+7.4%
Residual / FX / buybacks / cross-term-10.8%

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.