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301270.SZ$29.95-1.55%
Fair $29.95+0.0%

301270.SZ

Beijing Hanyi Innovation Technology Co., Ltd.

Technology / Software - ApplicationShenzhen

$29.95

-0.47 (-1.55%)

Fairly Valued+0.0%Fair Value $29.95Fund rank 27/100 · Data gapFallback financials|
SA 40/C
F-Score: 7/9
Declining RevenueLow 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 18%

FCF escenarios

weak_data · normalized FCF $-21.9M · quality 47.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

40/100

C

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: 2unknown: 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. Revenue has declined for 2 consecutive years ROE is 1.4%, below the 5% threshold
Thesis & Journal · 301270.SZLocal privado en este navegador · Beijing Hanyi Innovation 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

$3.0B

P/E

374.4x

↑

EV/EBITDA

79.2x

↑

ROE

1.4%

↓

Gross Margin

79.0%

↑

Debt/Equity

0.00

↓
52-Week Range$30
$27$52

TradingView lightweight chart

301270.SZ price, volumen y niveles de valoración

Último $30.42Periodo -23.0%
Fair value: $29.95

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

-3.6%

FCF CAGR

-24.9%

FCF margin

11.5%

FCF / Net income

1.53x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $190.6M · net income $14.2M · FCF $21.8M

2022-FY → 2025-FY

Gross margin

79.0%-6.1% pts

Operating margin

5.0%-20.3% pts

Net margin

7.5%-18.5% pts

FCF margin

11.5%-12.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$190.6M$190.6M$190.7M$217.1M$212.9M
Net Income$14.2M$14.2M$8.8M$41.4M$55.4M
EBITDA$33.7M$33.7M$24.6M$53.5M$73.7M
EPS0.150.150.090.410.66
Gross Margin79.0%79.0%80.9%80.0%85.1%
Operating Margin5.0%5.0%1.6%10.2%25.2%
Net Margin7.5%7.5%4.6%19.1%26.0%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Current Ratio5.695.69———
Cash Flow
Free Cash Flow$21.8M$21.8M$-142.3M$-21.9M$51.6M
Returns
ROE1.4%1.4%0.9%3.8%5.1%
Valuation
P/E374.38374.38359.7897.5148.07
EV/EBITDA79.2379.23120.4072.0032.21
P/B2.982.983.133.722.44
Growth & Yield
Revenue Growth-0.0%-0.0%-12.2%2.0%—
EPS Growth62.2%62.2%-78.4%-37.6%—
Dividend Yield0.3%0.3%———

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

163.5%

muy exigente

EPS terminal req.

$2.66

Spread vs growth

-101.3%

5Y implied EPS CAGR

85.8%

muy exigente

EPS terminal req.

$3.22

Spread vs growth

-23.6%

10Y implied EPS CAGR

43.0%

muy exigente

EPS terminal req.

$5.18

Spread vs growth

19.3%

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 -24.1%

Total return

-24.1%

Start / end P/E

442.7x → 206.3x

EPS bridge

0.09 → 0.15

Residual

-33.2%

EPS growth+62.2%
Multiple rerating-53.4%
Dividend+0.3%
Residual / FX / buybacks / cross-term-33.2%

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.