StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
301202.SZ$38.97-1.17%
Fair $38.97+0.0%

301202.SZ

Suzhou Longway Eletronic Machinery Co., Ltd

Technology / Information Technology ServicesShenzhen

$38.97

-0.46 (-1.17%)

Fairly Valued+0.0%Fair Value $38.97Fund rank 26/100 · Data gapFallback financials|
SA 37/D
F-Score: 3/9

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 18%

FCF escenarios

weak_data · normalized FCF $-17.0M · quality 44.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

37/100

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: 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 · 301202.SZLocal privado en este navegador · Suzhou Longway Eletronic Machinery 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

82.9x

↑

EV/EBITDA

39.0x

↑

ROE

5.6%

↑

Gross Margin

17.8%

↓

Debt/Equity

0.18

↓
52-Week Range$39
$35$57

TradingView lightweight chart

301202.SZ price, volumen y niveles de valoración

Último $39.43Periodo -8.2%
Fair value: $38.97

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

+11.9%

FCF CAGR

—

FCF margin

-5.0%

FCF / Net income

-0.93x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.25B · net income $67.0M · FCF $-62.5M

2022-FY → 2025-FY

Gross margin

17.8%+0.5% pts

Operating margin

6.4%-2.0% pts

Net margin

5.4%-1.1% pts

FCF margin

-5.0%-15.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.25B$1.25B$1.29B$916.5M$894.4M
Net Income$67.0M$67.0M$91.2M$61.9M$57.8M
EBITDA$135.8M$135.8M$151.1M$121.1M$124.5M
EPS0.490.490.670.520.57
Gross Margin17.8%17.8%19.2%20.4%17.4%
Operating Margin6.4%6.4%8.9%9.2%8.4%
Net Margin5.4%5.4%7.1%6.8%6.5%
Balance Sheet
Debt/Equity0.180.180.170.100.61
Current Ratio1.571.57———
Cash Flow
Free Cash Flow$-62.5M$-62.5M$-17.0M$-3.6M$90.2M
Returns
ROE5.6%5.6%7.5%5.2%13.4%
Valuation
P/E82.9182.9154.3759.50—
EV/EBITDA38.9638.9633.0931.04—
P/B4.464.464.073.11—
Growth & Yield
Revenue Growth-2.8%-2.8%40.6%2.5%—
EPS Growth-26.9%-26.9%28.8%-8.8%—
Dividend Yield1.3%1.3%———

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

91.8%

muy exigente

EPS terminal req.

$3.46

Spread vs growth

-118.7%

5Y implied EPS CAGR

53.6%

muy exigente

EPS terminal req.

$4.18

Spread vs growth

-80.4%

10Y implied EPS CAGR

30.0%

muy exigente

EPS terminal req.

$6.74

Spread vs growth

-56.8%

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 -8.8%

Total return

-8.8%

Start / end P/E

64.7x → 79.5x

EPS bridge

0.67 → 0.49

Residual

-6.2%

EPS growth-26.9%
Multiple rerating+23.0%
Dividend+1.3%
Residual / FX / buybacks / cross-term-6.2%

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.