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301221.SZ$32.01-2.65%
Fair $32.01+0.0%

301221.SZ

Wuhan Kotei Informatics Co.,Ltd.

Consumer Cyclical / Auto PartsShenzhen

$32.01

-0.87 (-2.65%)

Fairly Valued+0.0%Fair Value $32.01Fund rank 29/100 · Data gapFallback financials|
SA 44/C
F-Score: 8/9
Low Profitability

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 20%

FCF escenarios

weak_data · normalized FCF $-2.2M · quality 52.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

44/100

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: 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. ROE is 3.7%, below the 5% threshold
Thesis & Journal · 301221.SZLocal privado en este navegador · Wuhan Kotei Informatics 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

$4.2B

P/E

88.9x

↑

EV/EBITDA

17.8x

↑

ROE

3.7%

↓

Gross Margin

35.9%

↑

Debt/Equity

0.02

↓
52-Week Range$32
$31$46

TradingView lightweight chart

301221.SZ price, volumen y niveles de valoración

Último $32.88Periodo -47.7%
Fair value: $32.01

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

+9.4%

FCF CAGR

—

FCF margin

19.5%

FCF / Net income

1.81x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $694.4M · net income $74.8M · FCF $135.5M

2022-FY → 2025-FY

Gross margin

35.9%+2.3% pts

Operating margin

10.2%+5.8% pts

Net margin

10.8%+4.8% pts

FCF margin

19.5%+64.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$694.4M$694.4M$607.4M$638.8M$530.3M
Net Income$74.8M$74.8M$29.8M$-15.5M$31.9M
EBITDA$122.6M$122.6M$69.7M$16.5M$52.3M
EPS0.800.800.32-0.170.34
Gross Margin35.9%35.9%34.4%35.0%33.6%
Operating Margin10.2%10.2%11.5%12.4%4.5%
Net Margin10.8%10.8%4.9%-2.4%6.0%
Balance Sheet
Debt/Equity0.020.020.020.040.02
Current Ratio5.815.81———
Cash Flow
Free Cash Flow$135.5M$135.5M$-2.2M$-148.5M$-237.5M
Returns
ROE3.7%3.7%1.5%-0.8%1.6%
Valuation
P/E88.8988.8994.25—88.89
EV/EBITDA17.8317.8324.04143.8429.07
P/B1.461.461.431.761.39
Growth & Yield
Revenue Growth14.3%14.3%-4.9%20.5%—
EPS Growth150.0%150.0%292.8%-148.6%—
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

52.2%

muy exigente

EPS terminal req.

$2.84

Spread vs growth

97.7%

5Y implied EPS CAGR

33.7%

muy exigente

EPS terminal req.

$3.44

Spread vs growth

116.3%

10Y implied EPS CAGR

21.3%

exigente

EPS terminal req.

$5.54

Spread vs growth

128.7%

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 -10.7%

Total return

-10.7%

Start / end P/E

112.4x → 39.8x

EPS bridge

0.32 → 0.80

Residual

-96.9%

EPS growth+150.0%
Multiple rerating-64.6%
Dividend+0.9%
Residual / FX / buybacks / cross-term-96.9%

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.