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301129.SZ$26.49+1.22%
Fair $26.49+0.0%

301129.SZ

Runa Smart Equipment Co., Ltd.

Industrials / Electrical Equipment & PartsShenzhen

$26.49

+0.32 (+1.22%)

Fairly Valued+0.0%Fair Value $26.49Fund rank 24/100 · Data gapFallback financials|
SA 44/C
F-Score: 6/9

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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-42.0M · quality 43.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 5/100Data 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

44/100

C

Piotroski

6/9

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 · 301129.SZLocal privado en este navegador · Runa Smart Equipment 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

$3.6B

P/E

33.1x

↑

EV/EBITDA

22.9x

↑

ROE

5.9%

↓

Gross Margin

58.5%

↑

Debt/Equity

0.01

↓
52-Week Range$26
$21$35

TradingView lightweight chart

301129.SZ price, volumen y niveles de valoración

Último $26.17Periodo -27.4%
Fair value: $26.49

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

-5.9%

FCF CAGR

—

FCF margin

9.5%

FCF / Net income

0.47x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $540.2M · net income $108.7M · FCF $51.2M

2022-FY → 2025-FY

Gross margin

58.5%+3.8% pts

Operating margin

19.8%-15.5% pts

Net margin

20.1%-10.9% pts

FCF margin

9.5%+30.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$540.2M$540.2M$428.0M$431.6M$647.5M
Net Income$108.7M$108.7M$76.7M$67.2M$201.0M
EBITDA$146.3M$146.3M$116.3M$89.0M$248.3M
EPS0.800.800.570.501.51
Gross Margin58.5%58.5%59.7%55.7%54.8%
Operating Margin19.8%19.8%19.2%21.8%35.3%
Net Margin20.1%20.1%17.9%15.6%31.0%
Balance Sheet
Debt/Equity0.010.010.030.070.00
Current Ratio5.955.95———
Cash Flow
Free Cash Flow$51.2M$51.2M$-42.0M$-192.9M$-134.6M
Returns
ROE5.9%5.9%4.4%4.0%12.2%
Valuation
P/E33.1133.1145.6150.5627.60
EV/EBITDA22.9322.9328.8238.3620.87
P/B1.961.962.022.043.36
Growth & Yield
Revenue Growth26.2%26.2%-0.8%-33.3%—
EPS Growth40.4%40.4%14.0%-66.9%—
Dividend Yield1.8%1.8%———

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

43.2%

muy exigente

EPS terminal req.

$2.35

Spread vs growth

-2.9%

5Y implied EPS CAGR

28.9%

muy exigente

EPS terminal req.

$2.84

Spread vs growth

11.5%

10Y implied EPS CAGR

19.1%

exigente

EPS terminal req.

$4.58

Spread vs growth

21.3%

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 +19.7%

Total return

+19.7%

Start / end P/E

39.4x → 33.1x

EPS bridge

0.57 → 0.80

Residual

-6.5%

EPS growth+40.4%
Multiple rerating-16.0%
Dividend+1.8%
Residual / FX / buybacks / cross-term-6.5%

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.