StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
301185.SZ$16.49-1.73%
Fair $16.49+0.0%

301185.SZ

Shandong Ouma Software Co. Ltd.

Technology / Software - ApplicationShenzhen

$16.49

-0.29 (-1.73%)

Fairly Valued+0.0%Fair Value $16.49Fund rank 31/100 · Data gapFallback financials|
SA 39/D
F-Score: 5/9
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 21%

FCF escenarios

weak_data · normalized FCF $65.2M · quality 52.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 34/100Data 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

39/100

D

Piotroski

5/9

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 · 301185.SZLocal privado en este navegador · Shandong Ouma Software 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

$2.5B

P/E

48.5x

↑

EV/EBITDA

29.1x

↑

ROE

5.4%

↑

Gross Margin

62.7%

↑

Debt/Equity

0.00

↓
52-Week Range$16
$15$24

TradingView lightweight chart

301185.SZ price, volumen y niveles de valoración

Último $16.49Periodo -47.8%
Fair value: $16.49

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

+8.1%

FCF CAGR

—

FCF margin

25.3%

FCF / Net income

0.82x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $187.7M · net income $58.2M · FCF $47.5M

2022-FY → 2025-FY

Gross margin

62.7%-1.3% pts

Operating margin

26.6%+1.5% pts

Net margin

31.0%-2.6% pts

FCF margin

25.3%+57.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$187.7M$187.7M$212.5M$221.1M$148.4M
Net Income$58.2M$58.2M$70.1M$76.5M$49.9M
EBITDA$57.7M$57.7M$71.8M$82.3M$49.7M
EPS0.380.380.460.500.32
Gross Margin62.7%62.7%61.3%62.6%63.9%
Operating Margin26.6%26.6%28.4%31.7%25.2%
Net Margin31.0%31.0%33.0%34.6%33.6%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Current Ratio21.0921.09———
Cash Flow
Free Cash Flow$47.5M$47.5M$65.2M$83.8M$-47.7M
Returns
ROE5.4%5.4%6.5%7.4%5.1%
Valuation
P/E48.5048.5033.9838.5448.75
EV/EBITDA29.1429.1421.4726.0734.24
P/B2.332.332.222.852.50
Growth & Yield
Revenue Growth-11.7%-11.7%-3.9%49.0%—
EPS Growth-17.4%-17.4%-8.0%56.3%—
Dividend Yield1.7%1.7%———

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

56.7%

muy exigente

EPS terminal req.

$1.46

Spread vs growth

-74.1%

5Y implied EPS CAGR

36.0%

muy exigente

EPS terminal req.

$1.77

Spread vs growth

-53.4%

10Y implied EPS CAGR

22.3%

exigente

EPS terminal req.

$2.85

Spread vs growth

-39.7%

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 -11.5%

Total return

-11.5%

Start / end P/E

41.3x → 43.4x

EPS bridge

0.46 → 0.38

Residual

-0.9%

EPS growth-17.4%
Multiple rerating+5.1%
Dividend+1.7%
Residual / FX / buybacks / cross-term-0.9%

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.