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301192.SZ$22.72+4.16%
Fair $22.72+0.0%

301192.SZ

Shiyan Taixiang Industry Co.,Ltd.

Consumer Cyclical / Auto PartsShenzhen

$22.72

+0.94 (+4.16%)

Fairly Valued+0.0%Fair Value $22.72Fund rank 30/100 · Data gapFallback financials|
SA 56/C
F-Score: 8/9

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 24%

FCF escenarios

weak_data · normalized FCF $11.5M · quality 54.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 35/100Data 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

56/100

C

Piotroski

8/9

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 · 301192.SZLocal privado en este navegador · Shiyan Taixiang 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

$2.3B

P/E

40.6x

↑

EV/EBITDA

20.3x

↑

ROE

8.4%

↑

Gross Margin

29.4%

↑

Debt/Equity

0.13

↓
52-Week Range$23
$19$43

TradingView lightweight chart

301192.SZ price, volumen y niveles de valoración

Último $23.51Periodo -33.6%
Fair value: $22.72

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

+48.1%

FCF CAGR

—

FCF margin

-1.3%

FCF / Net income

-0.11x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $466.6M · net income $53.7M · FCF $-6.2M

2022-FY → 2025-FY

Gross margin

29.4%-25.6% pts

Operating margin

12.3%-21.7% pts

Net margin

11.5%-24.6% pts

FCF margin

-1.3%-34.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$466.6M$466.6M$422.3M$311.6M$143.5M
Net Income$53.7M$53.7M$41.8M$32.3M$51.8M
EBITDA$105.3M$105.3M$98.9M$75.2M$56.4M
EPS0.540.540.420.320.52
Gross Margin29.4%29.4%25.9%27.7%54.9%
Operating Margin12.3%12.3%10.6%9.8%33.9%
Net Margin11.5%11.5%9.9%10.4%36.1%
Balance Sheet
Debt/Equity0.130.130.180.26—
Current Ratio2.892.89———
Cash Flow
Free Cash Flow$-6.2M$-6.2M$78.1M$11.5M$47.6M
Returns
ROE8.4%8.4%7.1%5.7%9.1%
Valuation
P/E40.5740.5738.6270.1336.44
EV/EBITDA20.3020.3015.3329.0028.37
P/B3.543.542.733.973.31
Growth & Yield
Revenue Growth10.5%10.5%35.5%117.0%—
EPS Growth28.6%28.6%31.2%-38.5%—
Dividend Yield0.9%0.9%———

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

55.1%

muy exigente

EPS terminal req.

$2.02

Spread vs growth

-26.6%

5Y implied EPS CAGR

35.2%

muy exigente

EPS terminal req.

$2.44

Spread vs growth

-6.6%

10Y implied EPS CAGR

22.0%

exigente

EPS terminal req.

$3.93

Spread vs growth

6.6%

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 +20.5%

Total return

+20.5%

Start / end P/E

46.8x → 43.5x

EPS bridge

0.42 → 0.54

Residual

-2.0%

EPS growth+28.6%
Multiple rerating-7.0%
Dividend+0.9%
Residual / FX / buybacks / cross-term-2.0%

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.