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301178.SZ$53.01-6.10%
Fair $53.01+0.0%

301178.SZ

Guangdong TianYiMa Information Industry Co.,Ltd.

Technology / Information Technology ServicesShenzhen

$53.01

-3.45 (-6.10%)

Fairly Valued+0.0%Fair Value $53.01Fund rank 24/100 · Data gapFallback financials|
SA 40/C
F-Score: 7/9
Low Profitability

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 19%

FCF escenarios

weak_data · normalized FCF $-238.1M · quality 50.3/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 11/100Data 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

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: 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. ROE is 1.0%, below the 5% threshold
Thesis & Journal · 301178.SZLocal privado en este navegador · Guangdong TianYiMa Information Industry 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

$3.5B

P/E

441.8x

↑

EV/EBITDA

55.5x

↑

ROE

1.0%

↓

Gross Margin

26.2%

↓

Debt/Equity

0.47

↑
52-Week Range$53
$36$74

TradingView lightweight chart

301178.SZ price, volumen y niveles de valoración

Último $53.10Periodo -5.8%
Fair value: $53.01

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

+2.8%

FCF CAGR

—

FCF margin

-62.0%

FCF / Net income

-39.49x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $477.0M · net income $7.5M · FCF $-295.7M

2022-FY → 2025-FY

Gross margin

26.2%+3.7% pts

Operating margin

9.5%-0.6% pts

Net margin

1.6%-7.4% pts

FCF margin

-62.0%-47.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$477.0M$477.0M$223.6M$410.0M$439.2M
Net Income$7.5M$7.5M$-49.6M$6.4M$39.6M
EBITDA$66.2M$66.2M$-55.7M$9.7M$50.8M
EPS0.110.11-0.740.100.60
Gross Margin26.2%26.2%13.2%20.2%22.5%
Operating Margin9.5%9.5%-19.6%4.9%10.0%
Net Margin1.6%1.6%-22.2%1.6%9.0%
Balance Sheet
Debt/Equity0.470.470.120.020.01
Current Ratio2.442.44———
Cash Flow
Free Cash Flow$-295.7M$-295.7M$-238.1M$-70.2M$-64.3M
Returns
ROE1.0%1.0%-6.5%0.8%4.7%
Valuation
P/E441.75441.75—312.5041.83
EV/EBITDA55.4755.47—155.3421.00
P/B4.654.652.222.401.97
Growth & Yield
Revenue Growth113.3%113.3%-45.5%-6.6%—
EPS Growth114.9%114.9%-840.0%-83.3%—

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

249.7%

muy exigente

EPS terminal req.

$4.70

Spread vs growth

-134.8%

5Y implied EPS CAGR

120.2%

muy exigente

EPS terminal req.

$5.69

Spread vs growth

-5.3%

10Y implied EPS CAGR

55.6%

muy exigente

EPS terminal req.

$9.17

Spread vs growth

59.2%

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 +38.3%

Total return

+38.3%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.74 → 0.11

Residual

+38.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+38.3%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.