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301155.SZ$59.60-2.50%
Fair $59.60+0.0%

301155.SZ

Jiangsu Haili Wind Power Equipment Technology Co., Ltd.

Industrials / Specialty Industrial MachineryShenzhen

$59.60

-1.53 (-2.50%)

Fairly Valued+0.0%Fair Value $59.60Fund rank 27/100 · Data gapFallback financials|
SA 45/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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $-709.2M · quality 64.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

45/100

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 · 301155.SZLocal privado en este navegador · Jiangsu Haili Wind Power Equipment 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

$13.0B

P/E

43.5x

↑

EV/EBITDA

20.1x

↑

ROE

6.0%

↑

Gross Margin

13.9%

↓

Debt/Equity

0.30

↓
52-Week Range$60
$55$103

TradingView lightweight chart

301155.SZ price, volumen y niveles de valoración

Último $61.13Periodo -63.4%
Fair value: $59.60

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

+41.7%

FCF CAGR

—

FCF margin

-11.5%

FCF / Net income

-1.54x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.64B · net income $346.9M · FCF $-535.1M

2022-FY → 2025-FY

Gross margin

13.9%-0.8% pts

Operating margin

10.0%-3.7% pts

Net margin

7.5%-5.1% pts

FCF margin

-11.5%+30.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.64B$4.64B$1.35B$1.69B$1.63B
Net Income$346.9M$346.9M$66.1M$-88.1M$204.8M
EBITDA$695.4M$695.4M$224.2M$49.8M$320.6M
EPS1.601.600.30-0.410.94
Gross Margin13.9%13.9%7.7%9.8%14.7%
Operating Margin10.0%10.0%-4.7%3.4%13.7%
Net Margin7.5%7.5%4.9%-5.2%12.5%
Balance Sheet
Debt/Equity0.300.300.270.140.04
Current Ratio2.002.00———
Cash Flow
Free Cash Flow$-535.1M$-535.1M$-709.2M$-942.7M$-679.5M
Returns
ROE6.0%6.0%1.2%-1.6%3.8%
Valuation
P/E43.5043.50170.37—105.80
EV/EBITDA20.0820.0852.61217.4063.39
P/B2.242.242.082.074.00
Growth & Yield
Revenue Growth242.7%242.7%-19.6%3.2%—
EPS Growth433.3%433.3%173.2%-143.6%—
Dividend Yield0.1%0.1%———

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

49.0%

muy exigente

EPS terminal req.

$5.29

Spread vs growth

384.4%

5Y implied EPS CAGR

31.9%

muy exigente

EPS terminal req.

$6.40

Spread vs growth

401.4%

10Y implied EPS CAGR

20.5%

exigente

EPS terminal req.

$10.31

Spread vs growth

412.9%

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 -6.4%

Total return

-6.4%

Start / end P/E

212.6x → 37.2x

EPS bridge

0.30 → 1.60

Residual

-357.4%

EPS growth+433.3%
Multiple rerating-82.5%
Dividend+0.1%
Residual / FX / buybacks / cross-term-357.4%

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.