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301110.SZ$44.24-3.53%
Fair $44.24+0.0%

301110.SZ

Qingmu Tec Co., Ltd.

Industrials / Specialty Business ServicesShenzhen

$44.24

-1.62 (-3.53%)

Fairly Valued+0.0%Fair Value $44.24Fund rank 28/100 · Data gapFallback financials|
SA 56/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 32% · confianza 22%

FCF escenarios

weak_data · normalized FCF $26.2M · quality 47.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

56/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 301110.SZLocal privado en este navegador · Qingmu Tec 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

$5.7B

P/E

37.2x

↑

EV/EBITDA

19.7x

↑

ROE

8.2%

↑

Gross Margin

55.3%

↑

Debt/Equity

0.08

↓
52-Week Range$44
$33$76

TradingView lightweight chart

301110.SZ price, volumen y niveles de valoración

Último $45.86Periodo +13.8%
Fair value: $44.24

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

+18.7%

FCF CAGR

-32.2%

FCF margin

1.9%

FCF / Net income

0.21x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.41B · net income $123.0M · FCF $26.2M

2022-FY → 2025-FY

Gross margin

55.3%+14.6% pts

Operating margin

8.7%+1.0% pts

Net margin

8.7%+0.9% pts

FCF margin

1.9%-8.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.41B$1.41B$1.15B$967.4M$846.6M
Net Income$123.0M$123.0M$90.5M$52.1M$65.9M
EBITDA$183.9M$183.9M$144.2M$81.9M$113.8M
EPS1.331.330.980.560.75
Gross Margin55.3%55.3%50.1%41.9%40.7%
Operating Margin8.7%8.7%7.0%4.4%7.6%
Net Margin8.7%8.7%7.9%5.4%7.8%
Balance Sheet
Debt/Equity0.080.080.080.020.05
Current Ratio5.695.69———
Cash Flow
Free Cash Flow$26.2M$26.2M$29.8M$-49.5M$84.1M
Returns
ROE8.2%8.2%6.4%3.7%4.7%
Valuation
P/E37.1837.1845.5637.3925.71
EV/EBITDA19.7119.7125.4418.079.22
P/B2.722.722.921.371.20
Growth & Yield
Revenue Growth22.7%22.7%19.2%14.3%—
EPS Growth36.1%36.1%74.6%-25.4%—
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

43.5%

muy exigente

EPS terminal req.

$3.93

Spread vs growth

-7.3%

5Y implied EPS CAGR

29.0%

muy exigente

EPS terminal req.

$4.75

Spread vs growth

7.1%

10Y implied EPS CAGR

19.1%

exigente

EPS terminal req.

$7.65

Spread vs growth

17.0%

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 +20.9%

Total return

+20.9%

Start / end P/E

37.7x → 33.3x

EPS bridge

0.98 → 1.33

Residual

-4.3%

EPS growth+36.1%
Multiple rerating-11.8%
Dividend+0.9%
Residual / FX / buybacks / cross-term-4.3%

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.