StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
301106.SZ$26.09-1.77%
Fair $26.09+0.0%

301106.SZ

Jiangsu Smartwin Electronics Technology Co.,Ltd.

Technology / Electronic ComponentsShenzhen

$26.09

-0.47 (-1.77%)

Fairly Valued+0.0%Fair Value $26.09Fund rank 26/100 · Data gapFallback financials|
SA 53/C
F-Score: 3/9
Margin Compression

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 $-14.3M · quality 44.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

53/100

C

Piotroski

3/9

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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 301106.SZLocal privado en este navegador · Jiangsu Smartwin Electronics 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

$3.7B

P/E

50.2x

↑

EV/EBITDA

16.3x

↑

ROE

7.1%

↑

Gross Margin

19.5%

↓

Debt/Equity

0.03

↓
52-Week Range$26
$19$28

TradingView lightweight chart

301106.SZ price, volumen y niveles de valoración

Último $26.56Periodo +19.3%
Fair value: $26.09

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

+12.9%

FCF CAGR

—

FCF margin

-3.8%

FCF / Net income

-0.38x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $910.3M · net income $91.0M · FCF $-34.9M

2022-FY → 2025-FY

Gross margin

19.5%-3.5% pts

Operating margin

8.4%-3.7% pts

Net margin

10.0%-4.3% pts

FCF margin

-3.8%-6.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$910.3M$910.3M$825.1M$570.1M$632.7M
Net Income$91.0M$91.0M$95.5M$70.9M$90.8M
EBITDA$132.2M$132.2M$141.5M$108.5M$125.3M
EPS0.890.890.940.700.91
Gross Margin19.5%19.5%22.6%23.6%23.1%
Operating Margin8.4%8.4%11.0%11.5%12.2%
Net Margin10.0%10.0%11.6%12.4%14.3%
Balance Sheet
Debt/Equity0.030.030.000.00—
Current Ratio2.892.89———
Cash Flow
Free Cash Flow$-34.9M$-34.9M$7.9M$-14.3M$14.0M
Returns
ROE7.1%7.1%7.8%6.1%8.0%
Valuation
P/E50.1750.1720.3228.8915.88
EV/EBITDA16.3116.319.3513.109.71
P/B2.062.061.581.771.28
Growth & Yield
Revenue Growth10.3%10.3%44.7%-9.9%—
EPS Growth-4.8%-4.8%34.6%-23.5%—
Dividend Yield1.3%1.3%———

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

37.3%

muy exigente

EPS terminal req.

$2.32

Spread vs growth

-42.0%

5Y implied EPS CAGR

25.6%

muy exigente

EPS terminal req.

$2.80

Spread vs growth

-30.4%

10Y implied EPS CAGR

17.6%

exigente

EPS terminal req.

$4.51

Spread vs growth

-22.3%

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 +23.6%

Total return

+23.6%

Start / end P/E

22.7x → 29.2x

EPS bridge

0.94 → 0.89

Residual

-1.3%

EPS growth-4.8%
Multiple rerating+28.3%
Dividend+1.3%
Residual / FX / buybacks / cross-term-1.3%

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.