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301199.SZ$19.95+2.68%
Fair $19.95+0.0%

301199.SZ

MH Robot & Automation Co., Ltd.

Industrials / Specialty Industrial MachineryShenzhen

$19.95

+0.52 (+2.68%)

Fairly Valued+0.0%Fair Value $19.95Fund rank 22/100 · Data gapFallback financials|
SA 36/D
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 34% · confianza 14%

FCF escenarios

weak_data · normalized FCF $128.3M · quality 29.0/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

36/100

D

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 · 301199.SZLocal privado en este navegador · MH Robot & Automation 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

$3.7B

P/E

43.4x

↑

EV/EBITDA

24.3x

↑

ROE

5.6%

↓

Gross Margin

22.5%

↓

Debt/Equity

N/A

•
52-Week Range$20
$19$32

TradingView lightweight chart

301199.SZ price, volumen y niveles de valoración

Último $19.95Periodo -31.9%
Fair value: $19.95

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

+18.2%

FCF CAGR

—

FCF margin

11.6%

FCF / Net income

1.24x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.16B · net income $108.4M · FCF $134.7M

2022-FY → 2025-FY

Gross margin

22.5%+6.0% pts

Operating margin

12.6%+6.3% pts

Net margin

9.3%+6.3% pts

FCF margin

11.6%+33.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.16B$1.16B$1.09B$974.9M$702.4M
Net Income$108.4M$108.4M$86.1M$28.3M$21.5M
EBITDA$147.0M$147.0M$113.0M$95.5M$33.3M
EPS0.580.580.460.150.12
Gross Margin22.5%22.5%20.4%16.5%16.5%
Operating Margin12.6%12.6%8.6%8.3%6.4%
Net Margin9.3%9.3%7.9%2.9%3.1%
Balance Sheet
Debt/Equity——0.00——
Current Ratio2.412.41———
Cash Flow
Free Cash Flow$134.7M$134.7M$128.3M$-36.9M$-153.2M
Returns
ROE5.6%5.6%4.7%1.6%1.2%
Valuation
P/E43.3743.3741.64118.49130.89
EV/EBITDA24.3124.3129.9632.6168.93
P/B1.941.941.951.901.61
Growth & Yield
Revenue Growth6.4%6.4%11.9%38.8%—
EPS Growth25.9%25.9%204.7%31.5%—
Dividend Yield0.7%0.7%———

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

45.0%

muy exigente

EPS terminal req.

$1.77

Spread vs growth

-19.1%

5Y implied EPS CAGR

29.8%

muy exigente

EPS terminal req.

$2.14

Spread vs growth

-3.9%

10Y implied EPS CAGR

19.5%

exigente

EPS terminal req.

$3.45

Spread vs growth

6.4%

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 -20.6%

Total return

-20.6%

Start / end P/E

55.0x → 34.3x

EPS bridge

0.46 → 0.58

Residual

-9.7%

EPS growth+25.9%
Multiple rerating-37.5%
Dividend+0.7%
Residual / FX / buybacks / cross-term-9.7%

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.