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301282.SZ$29.80+7.12%
Fair $29.80+0.0%

301282.SZ

Camelot Electronics Technology Co.,Ltd.

Technology / Electronic ComponentsShenzhen

$29.80

+1.98 (+7.12%)

Fairly Valued+0.0%Fair Value $29.80Fund rank 28/100 · Data gapFallback financials|
SA 55/C
F-Score: 7/9

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 33% · confianza 23%

FCF escenarios

weak_data · normalized FCF $-190.1M · quality 68.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data 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

55/100

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: 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 · 301282.SZLocal privado en este navegador · Camelot Electronics 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

$6.3B

P/E

74.5x

↑

EV/EBITDA

28.5x

↑

ROE

5.3%

↑

Gross Margin

14.9%

↓

Debt/Equity

0.12

↓
52-Week Range$30
$15$36

TradingView lightweight chart

301282.SZ price, volumen y niveles de valoración

Último $29.80Periodo +4.8%
Fair value: $29.80

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

+11.2%

FCF CAGR

—

FCF margin

-11.5%

FCF / Net income

-2.62x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.06B · net income $90.4M · FCF $-236.4M

2022-FY → 2025-FY

Gross margin

14.9%-5.5% pts

Operating margin

5.8%-5.6% pts

Net margin

4.4%-5.0% pts

FCF margin

-11.5%-5.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.06B$2.06B$1.60B$1.33B$1.50B
Net Income$90.4M$90.4M$80.2M$42.4M$141.1M
EBITDA$219.3M$219.3M$182.3M$119.9M$227.1M
EPS0.430.430.410.200.80
Gross Margin14.9%14.9%14.3%14.2%20.5%
Operating Margin5.8%5.8%5.7%3.8%11.4%
Net Margin4.4%4.4%5.0%3.2%9.4%
Balance Sheet
Debt/Equity0.120.120.080.150.03
Current Ratio1.111.11———
Cash Flow
Free Cash Flow$-236.4M$-236.4M$-154.4M$-190.1M$-87.1M
Returns
ROE5.3%5.3%4.8%2.6%8.4%
Valuation
P/E74.5074.5033.9685.0424.70
EV/EBITDA28.5228.5213.5228.0013.33
P/B3.663.661.632.182.06
Growth & Yield
Revenue Growth28.7%28.7%20.2%-11.1%—
EPS Growth5.3%5.3%103.6%-75.0%—
Dividend Yield1.2%1.2%———

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

83.4%

muy exigente

EPS terminal req.

$2.64

Spread vs growth

-78.1%

5Y implied EPS CAGR

49.5%

muy exigente

EPS terminal req.

$3.20

Spread vs growth

-44.2%

10Y implied EPS CAGR

28.2%

muy exigente

EPS terminal req.

$5.15

Spread vs growth

-23.0%

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 +96.0%

Total return

+96.0%

Start / end P/E

37.6x → 69.5x

EPS bridge

0.41 → 0.43

Residual

+4.5%

EPS growth+5.3%
Multiple rerating+85.1%
Dividend+1.2%
Residual / FX / buybacks / cross-term+4.5%

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.