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301153.SZ$18.97-2.37%
Fair $18.97+0.0%

301153.SZ

Beijing CTJ Information Technology Co., Ltd.

Technology / Software - InfrastructureShenzhen

$18.97

-0.46 (-2.37%)

Fairly Valued+0.0%Fair Value $18.97Fund rank 36/100 · Data gapFallback financials|
SA 40/C
F-Score: 4/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $123.3M · quality 74.3/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 71/100Data 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

40/100

C

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: 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 · 301153.SZLocal privado en este navegador · Beijing CTJ Information 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

$6.7B

P/E

54.2x

↑

EV/EBITDA

44.8x

↑

ROE

5.5%

↑

Gross Margin

58.9%

↑

Debt/Equity

0.00

↓
52-Week Range$19
$18$29

TradingView lightweight chart

301153.SZ price, volumen y niveles de valoración

Último $18.97Periodo +15.2%
Fair value: $18.97

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

-3.2%

FCF CAGR

-16.5%

FCF margin

15.5%

FCF / Net income

1.27x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $827.5M · net income $100.9M · FCF $128.5M

2022-FY → 2025-FY

Gross margin

58.9%+0.5% pts

Operating margin

14.9%-13.4% pts

Net margin

12.2%-16.1% pts

FCF margin

15.5%-8.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$827.5M$827.5M$824.8M$1.21B$912.9M
Net Income$100.9M$100.9M$104.4M$299.6M$258.4M
EBITDA$109.8M$109.8M$104.7M$329.2M$291.8M
EPS0.290.290.300.850.82
Gross Margin58.9%58.9%59.7%56.4%58.4%
Operating Margin14.9%14.9%12.2%24.6%28.3%
Net Margin12.2%12.2%12.7%24.8%28.3%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Current Ratio4.804.80———
Cash Flow
Free Cash Flow$128.5M$128.5M$87.8M$123.3M$220.8M
Returns
ROE5.5%5.5%6.0%16.6%16.7%
Valuation
P/E54.2054.2079.6046.9944.48
EV/EBITDA44.7944.7963.9937.4934.71
P/B3.573.574.747.807.44
Growth & Yield
Revenue Growth0.3%0.3%-31.7%32.3%—
EPS Growth-3.3%-3.3%-64.7%3.4%—
Dividend Yield0.8%0.8%———

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

79.7%

muy exigente

EPS terminal req.

$1.68

Spread vs growth

-83.0%

5Y implied EPS CAGR

47.7%

muy exigente

EPS terminal req.

$2.04

Spread vs growth

-51.0%

10Y implied EPS CAGR

27.5%

muy exigente

EPS terminal req.

$3.28

Spread vs growth

-30.8%

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 -18.8%

Total return

-18.8%

Start / end P/E

78.7x → 65.4x

EPS bridge

0.30 → 0.29

Residual

+0.6%

EPS growth-3.3%
Multiple rerating-16.8%
Dividend+0.8%
Residual / FX / buybacks / cross-term+0.6%

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.