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v0.1
301101.SZ$32.10-2.64%
Fair $32.10+0.0%

301101.SZ

Mingyue Optical Lens Co.,Ltd.

Healthcare / Medical Instruments & SuppliesShenzhen

$32.10

-0.87 (-2.64%)

Fairly Valued+0.0%Fair Value $32.10Fund rank 37/100 · Data gapFallback financials|
SA 49/C
F-Score: 5/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $140.3M · quality 78.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 79/100Data 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

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: 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 · 301101.SZLocal privado en este navegador · Mingyue Optical Lens 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

$6.5B

P/E

31.8x

↑

EV/EBITDA

20.3x

↑

ROE

10.9%

↑

Gross Margin

57.3%

↑

Debt/Equity

0.03

↓
52-Week Range$32
$32$54

TradingView lightweight chart

301101.SZ price, volumen y niveles de valoración

Último $32.97Periodo -26.3%
Fair value: $32.10

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

+9.9%

FCF CAGR

+38.9%

FCF margin

22.5%

FCF / Net income

0.96x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $827.5M · net income $192.9M · FCF $186.0M

2022-FY → 2025-FY

Gross margin

57.3%+3.4% pts

Operating margin

25.3%+2.8% pts

Net margin

23.3%+1.5% pts

FCF margin

22.5%+11.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$827.5M$827.5M$770.3M$748.7M$623.1M
Net Income$192.9M$192.9M$176.8M$157.5M$136.2M
EBITDA$282.8M$282.8M$261.6M$236.5M$193.2M
EPS0.960.960.880.780.68
Gross Margin57.3%57.3%58.6%57.6%54.0%
Operating Margin25.3%25.3%24.5%23.3%22.5%
Net Margin23.3%23.3%23.0%21.0%21.9%
Balance Sheet
Debt/Equity0.030.030.000.000.01
Current Ratio7.867.86———
Cash Flow
Free Cash Flow$186.0M$186.0M$140.3M$127.7M$69.4M
Returns
ROE10.9%10.9%10.6%10.1%9.3%
Valuation
P/E31.7831.7846.8848.4561.64
EV/EBITDA20.3320.3326.7728.2738.68
P/B3.663.664.964.905.71
Growth & Yield
Revenue Growth7.4%7.4%2.9%20.2%—
EPS Growth9.1%9.1%12.7%15.7%—
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

43.6%

muy exigente

EPS terminal req.

$2.85

Spread vs growth

-34.5%

5Y implied EPS CAGR

29.1%

muy exigente

EPS terminal req.

$3.45

Spread vs growth

-20.0%

10Y implied EPS CAGR

19.2%

exigente

EPS terminal req.

$5.55

Spread vs growth

-10.0%

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 -28.8%

Total return

-28.8%

Start / end P/E

52.3x → 33.4x

EPS bridge

0.88 → 0.96

Residual

-3.3%

EPS growth+9.1%
Multiple rerating-36.1%
Dividend+1.5%
Residual / FX / buybacks / cross-term-3.3%

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.