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301280.SZ$40.49-3.90%
Fair $40.49+0.0%

301280.SZ

Zhejiang ZUCH Technology Co., Ltd

Technology / Electronic ComponentsShenzhen

$40.49

-1.59 (-3.90%)

Fairly Valued+0.0%Fair Value $40.49Fund rank 25/100 · Data gapFallback financials|
SA 54/C
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 $-131.5M · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 9/100Data 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

54/100

C

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 · 301280.SZLocal privado en este navegador · Zhejiang ZUCH 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

$7.8B

P/E

36.5x

↑

EV/EBITDA

24.6x

↑

ROE

10.9%

↑

Gross Margin

23.0%

↓

Debt/Equity

0.14

↓
52-Week Range$40
$26$51

TradingView lightweight chart

301280.SZ price, volumen y niveles de valoración

Último $39.18Periodo +109.8%
Fair value: $40.49

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

+19.0%

FCF CAGR

—

FCF margin

-8.4%

FCF / Net income

-0.70x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.76B · net income $209.0M · FCF $-146.9M

2022-FY → 2025-FY

Gross margin

23.0%-0.6% pts

Operating margin

12.7%-1.6% pts

Net margin

11.9%+1.3% pts

FCF margin

-8.4%-4.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.76B$1.76B$1.60B$1.22B$1.04B
Net Income$209.0M$209.0M$185.7M$146.9M$110.1M
EBITDA$302.8M$302.8M$271.5M$219.5M$166.2M
EPS1.101.100.980.770.77
Gross Margin23.0%23.0%25.0%25.7%23.7%
Operating Margin12.7%12.7%15.1%14.1%14.3%
Net Margin11.9%11.9%11.6%12.1%10.5%
Balance Sheet
Debt/Equity0.140.140.030.030.03
Current Ratio2.452.45———
Cash Flow
Free Cash Flow$-146.9M$-146.9M$-131.5M$139.3M$-35.5M
Returns
ROE10.9%10.9%10.3%8.5%6.7%
Valuation
P/E36.4836.4820.2925.0521.39
EV/EBITDA24.6324.6311.7511.587.97
P/B4.014.012.082.121.42
Growth & Yield
Revenue Growth9.7%9.7%31.8%16.6%—
EPS Growth12.4%12.4%27.9%0.0%—
Dividend Yield0.5%0.5%———

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

48.4%

muy exigente

EPS terminal req.

$3.59

Spread vs growth

-36.0%

5Y implied EPS CAGR

31.6%

muy exigente

EPS terminal req.

$4.35

Spread vs growth

-19.2%

10Y implied EPS CAGR

20.3%

exigente

EPS terminal req.

$7.00

Spread vs growth

-7.9%

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 +37.0%

Total return

+37.0%

Start / end P/E

29.3x → 35.6x

EPS bridge

0.98 → 1.10

Residual

+2.7%

EPS growth+12.4%
Multiple rerating+21.4%
Dividend+0.5%
Residual / FX / buybacks / cross-term+2.7%

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.