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301186.SZ$65.16+1.97%
Fair $65.16+0.0%

301186.SZ

Nantong Chaoda Equipment Co.,Ltd.

Consumer Cyclical / Auto PartsShenzhen

$65.16

+1.26 (+1.97%)

Fairly Valued+0.0%Fair Value $65.16Fund rank 29/100 · Data gapFallback financials|
SA 71/B
F-Score: 7/9

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 32% · confianza 23%

FCF escenarios

weak_data · normalized FCF $32.3M · quality 47.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

71/100

B

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: 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 · 301186.SZLocal privado en este navegador · Nantong Chaoda Equipment 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

$5.3B

P/E

47.2x

↑

EV/EBITDA

29.5x

↑

ROE

8.2%

↑

Gross Margin

35.3%

↑

Debt/Equity

0.21

↓
52-Week Range$65
$40$81

TradingView lightweight chart

301186.SZ price, volumen y niveles de valoración

Último $65.16Periodo +6.6%
Fair value: $65.16

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

+15.7%

FCF CAGR

—

FCF margin

4.8%

FCF / Net income

0.29x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $792.3M · net income $132.5M · FCF $38.3M

2022-FY → 2025-FY

Gross margin

35.3%+4.2% pts

Operating margin

16.7%+3.8% pts

Net margin

16.7%+3.2% pts

FCF margin

4.8%+12.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$792.3M$792.3M$720.7M$627.2M$511.3M
Net Income$132.5M$132.5M$96.6M$95.4M$69.0M
EBITDA$194.6M$194.6M$155.3M$150.0M$106.2M
EPS1.501.501.151.250.95
Gross Margin35.3%35.3%33.5%34.3%31.1%
Operating Margin16.7%16.7%17.0%17.8%12.9%
Net Margin16.7%16.7%13.4%15.2%13.5%
Balance Sheet
Debt/Equity0.210.210.260.370.04
Current Ratio4.284.28———
Cash Flow
Free Cash Flow$38.3M$38.3M$27.2M$32.3M$-38.1M
Returns
ROE8.2%8.2%6.7%7.6%6.0%
Valuation
P/E47.2247.2232.1530.5530.66
EV/EBITDA29.5129.5116.8618.1417.19
P/B3.573.572.162.321.84
Growth & Yield
Revenue Growth9.9%9.9%14.9%22.7%—
EPS Growth30.4%30.4%-8.0%31.6%—
Dividend Yield1.1%1.1%———

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

56.8%

muy exigente

EPS terminal req.

$5.78

Spread vs growth

-26.4%

5Y implied EPS CAGR

36.1%

muy exigente

EPS terminal req.

$7.00

Spread vs growth

-5.6%

10Y implied EPS CAGR

22.3%

exigente

EPS terminal req.

$11.27

Spread vs growth

8.1%

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 +63.3%

Total return

+63.3%

Start / end P/E

34.9x → 43.4x

EPS bridge

1.15 → 1.50

Residual

+7.4%

EPS growth+30.4%
Multiple rerating+24.3%
Dividend+1.1%
Residual / FX / buybacks / cross-term+7.4%

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.