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301266.SZ$25.07-3.28%
Fair $25.07+0.0%

301266.SZ

Suzhou YourBest New-type Materials Co.,Ltd.

Technology / Electronic ComponentsShenzhen

$25.07

-0.85 (-3.28%)

Fairly Valued+0.0%Fair Value $25.07Fund rank 26/100 · Data gapFallback financials|
SA 37/D
F-Score: 1/9
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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $-278.2M · quality 62.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

1/9

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 1.6%, below the 5% threshold
Thesis & Journal · 301266.SZLocal privado en este navegador · Suzhou YourBest New-type Materials 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

$3.6B

P/E

131.9x

↑

EV/EBITDA

27.7x

↑

ROE

1.6%

↓

Gross Margin

5.7%

↓

Debt/Equity

0.47

↑
52-Week Range$25
$23$42

TradingView lightweight chart

301266.SZ price, volumen y niveles de valoración

Último $25.92Periodo -26.0%
Fair value: $25.07

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

+13.9%

FCF CAGR

—

FCF margin

-9.4%

FCF / Net income

-9.53x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.97B · net income $29.2M · FCF $-278.2M

2022-FY → 2025-FY

Gross margin

5.7%-5.5% pts

Operating margin

3.2%-3.5% pts

Net margin

1.0%-4.0% pts

FCF margin

-9.4%+10.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.97B$2.97B$3.28B$2.76B$2.01B
Net Income$29.2M$29.2M$38.6M$151.3M$100.4M
EBITDA$109.4M$109.4M$96.1M$224.1M$148.0M
EPS0.270.270.371.441.10
Gross Margin5.7%5.7%5.9%11.2%11.2%
Operating Margin3.2%3.2%3.5%7.5%6.7%
Net Margin1.0%1.0%1.2%5.5%5.0%
Balance Sheet
Debt/Equity0.470.470.460.610.29
Current Ratio2.362.36———
Cash Flow
Free Cash Flow$-278.2M$-278.2M$-415.7M$-242.7M$-393.5M
Returns
ROE1.6%1.6%2.1%9.3%7.3%
Valuation
P/E131.95131.9565.5925.4262.57
EV/EBITDA27.6627.6631.5917.5443.29
P/B1.471.471.392.374.55
Growth & Yield
Revenue Growth-9.4%-9.4%18.6%37.4%—
EPS Growth-27.0%-27.0%-74.3%30.9%—
Dividend Yield0.8%0.8%———

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

102.0%

muy exigente

EPS terminal req.

$2.22

Spread vs growth

-129.0%

5Y implied EPS CAGR

58.4%

muy exigente

EPS terminal req.

$2.69

Spread vs growth

-85.4%

10Y implied EPS CAGR

32.0%

muy exigente

EPS terminal req.

$4.34

Spread vs growth

-59.0%

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 +1.5%

Total return

+1.5%

Start / end P/E

67.3x → 92.9x

EPS bridge

0.37 → 0.27

Residual

-10.3%

EPS growth-27.0%
Multiple rerating+38.0%
Dividend+0.8%
Residual / FX / buybacks / cross-term-10.3%

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.