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301195.SZ$28.53-1.35%
Fair $28.53+0.0%

301195.SZ

Nanjing Bestway Intelligent Control Technology Co., Ltd.

Technology / Software - InfrastructureShenzhen

$28.53

-0.39 (-1.35%)

Fairly Valued+0.0%Fair Value $28.53Fund rank 29/100 · Data gapFallback financials|
SA 39/D
F-Score: 3/9
Margin Compression

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 22%

FCF escenarios

weak_data · normalized FCF $79.9M · quality 49.0/100

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

39/100

D

Piotroski

3/9

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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 301195.SZLocal privado en este navegador · Nanjing Bestway Intelligent Control 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

$3.8B

P/E

27.7x

↑

EV/EBITDA

19.7x

↑

ROE

6.2%

↑

Gross Margin

44.2%

↑

Debt/Equity

0.00

↓
52-Week Range$29
$28$42

TradingView lightweight chart

301195.SZ price, volumen y niveles de valoración

Último $28.92Periodo -35.5%
Fair value: $28.53

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

+8.4%

FCF CAGR

—

FCF margin

7.8%

FCF / Net income

0.50x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $963.4M · net income $151.4M · FCF $75.1M

2022-FY → 2025-FY

Gross margin

44.2%-5.4% pts

Operating margin

15.7%-11.3% pts

Net margin

15.7%-10.5% pts

FCF margin

7.8%+18.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$963.4M$963.4M$1.13B$1.01B$755.7M
Net Income$151.4M$151.4M$201.2M$225.0M$198.2M
EBITDA$181.3M$181.3M$242.2M$266.2M$230.0M
EPS1.151.151.501.691.76
Gross Margin44.2%44.2%41.7%44.8%49.7%
Operating Margin15.7%15.7%18.1%22.6%27.0%
Net Margin15.7%15.7%17.8%22.3%26.2%
Balance Sheet
Debt/Equity0.000.000.000.00—
Current Ratio5.415.41———
Cash Flow
Free Cash Flow$75.1M$75.1M$79.9M$138.7M$-81.6M
Returns
ROE6.2%6.2%8.5%9.9%9.3%
Valuation
P/E27.7027.7019.7123.7529.08
EV/EBITDA19.6919.6913.3016.2422.84
P/B1.541.541.672.342.70
Growth & Yield
Revenue Growth-14.7%-14.7%12.1%33.4%—
EPS Growth-23.3%-23.3%-11.2%-4.0%—
Dividend Yield2.1%2.1%———

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

30.1%

muy exigente

EPS terminal req.

$2.53

Spread vs growth

-53.4%

5Y implied EPS CAGR

21.6%

exigente

EPS terminal req.

$3.06

Spread vs growth

-45.0%

10Y implied EPS CAGR

15.7%

exigente

EPS terminal req.

$4.93

Spread vs growth

-39.0%

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 -18.0%

Total return

-18.0%

Start / end P/E

23.8x → 24.8x

EPS bridge

1.50 → 1.15

Residual

-1.0%

EPS growth-23.3%
Multiple rerating+4.3%
Dividend+2.1%
Residual / FX / buybacks / cross-term-1.0%

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.