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301173.SZ$36.53+2.12%
Fair $36.53+0.0%

301173.SZ

Shanghai Mobitech Technology Co.,Ltd.

Consumer Cyclical / Auto PartsShenzhen

$36.53

+0.77 (+2.12%)

Fairly Valued+0.0%Fair Value $36.53Fund rank 32/100 · Data gapFallback financials|
SA 36/D
F-Score: 4/9
Declining Revenue

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 24%

FCF escenarios

weak_data · normalized FCF $163.9M · quality 62.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 39/100Data 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

36/100

D

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: 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. Revenue has declined for 2 consecutive years
Thesis & Journal · 301173.SZLocal privado en este navegador · Shanghai Mobitech 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

$3.2B

P/E

18.7x

↑

EV/EBITDA

10.1x

↑

ROE

11.3%

↑

Gross Margin

17.9%

↓

Debt/Equity

0.05

↓
52-Week Range$37
$35$60

TradingView lightweight chart

301173.SZ price, volumen y niveles de valoración

Último $37.05Periodo -47.5%
Fair value: $36.53

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

+4.1%

FCF CAGR

+46.0%

FCF margin

12.9%

FCF / Net income

1.70x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.28B · net income $173.0M · FCF $294.7M

2022-FY → 2025-FY

Gross margin

17.9%+2.4% pts

Operating margin

10.1%+3.6% pts

Net margin

7.6%+4.1% pts

FCF margin

12.9%+8.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.28B$2.28B$2.41B$2.49B$2.02B
Net Income$173.0M$173.0M$170.8M$159.7M$71.4M
EBITDA$286.6M$286.6M$292.0M$286.4M$219.9M
EPS2.062.062.592.421.18
Gross Margin17.9%17.9%18.3%16.1%15.5%
Operating Margin10.1%10.1%11.6%9.5%6.5%
Net Margin7.6%7.6%7.1%6.4%3.5%
Balance Sheet
Debt/Equity0.050.050.270.270.62
Current Ratio2.382.38———
Cash Flow
Free Cash Flow$294.7M$294.7M$-25.3M$163.9M$94.7M
Returns
ROE11.3%11.3%20.9%24.9%15.0%
Valuation
P/E18.7318.73———
EV/EBITDA10.0810.08———
P/B2.012.01———
Growth & Yield
Revenue Growth-5.3%-5.3%-3.3%23.2%—
EPS Growth-20.7%-20.7%7.0%104.8%—
Dividend Yield1.6%1.6%———

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

16.4%

exigente

EPS terminal req.

$3.24

Spread vs growth

-37.1%

5Y implied EPS CAGR

13.8%

razonable

EPS terminal req.

$3.92

Spread vs growth

-34.5%

10Y implied EPS CAGR

11.9%

razonable

EPS terminal req.

$6.32

Spread vs growth

-32.6%

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 -18.4%

Total return

-18.4%

Start / end P/E

17.9x → 18.0x

EPS bridge

2.59 → 2.06

Residual

-0.2%

EPS growth-20.7%
Multiple rerating+0.9%
Dividend+1.6%
Residual / FX / buybacks / cross-term-0.2%

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.