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301289.SZ$49.10-3.91%
Fair $49.10+0.0%

301289.SZ

Shanghai National Center of Testing and Inspection for Electric Cable and Wire Co., Ltd

Industrials / Specialty Business ServicesShenzhen

$49.10

-2.00 (-3.91%)

Fairly Valued+0.0%Fair Value $49.10Fund rank 38/100 · Data gapFallback financials|
SA 41/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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $93.2M · quality 81.3/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 86/100Data 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

41/100

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 · 301289.SZLocal privado en este navegador · Shanghai National Center of Testing and Inspection for Electric Cable and Wire 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

$3.8B

P/E

42.0x

↑

EV/EBITDA

21.1x

↑

ROE

8.5%

↑

Gross Margin

59.6%

↑

Debt/Equity

0.11

↓
52-Week Range$49
$46$72

TradingView lightweight chart

301289.SZ price, volumen y niveles de valoración

Último $51.10Periodo +36.8%
Fair value: $49.10

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

+16.9%

FCF CAGR

+22.0%

FCF margin

27.9%

FCF / Net income

1.08x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $333.8M · net income $86.2M · FCF $93.2M

2022-FY → 2025-FY

Gross margin

59.6%-2.9% pts

Operating margin

31.9%-6.4% pts

Net margin

25.8%-9.4% pts

FCF margin

27.9%+3.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$333.8M$333.8M$296.1M$276.9M$208.7M
Net Income$86.2M$86.2M$75.3M$73.7M$73.6M
EBITDA$158.2M$158.2M$141.9M$134.5M$116.7M
EPS1.111.110.970.941.04
Gross Margin59.6%59.6%60.0%59.3%62.6%
Operating Margin31.9%31.9%30.1%31.4%38.3%
Net Margin25.8%25.8%25.4%26.6%35.3%
Balance Sheet
Debt/Equity0.110.110.110.130.14
Cash Flow
Free Cash Flow$93.2M$93.2M$122.2M$80.9M$51.4M
Returns
ROE8.5%8.5%7.7%7.8%8.2%
Valuation
P/E41.9741.9745.9355.5132.39
EV/EBITDA21.1121.1119.8526.0915.58
P/B3.783.783.544.332.66
Growth & Yield
Revenue Growth12.7%12.7%6.9%32.7%—
EPS Growth14.4%14.4%3.2%-9.6%—
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

57.7%

muy exigente

EPS terminal req.

$4.36

Spread vs growth

-43.3%

5Y implied EPS CAGR

36.6%

muy exigente

EPS terminal req.

$5.27

Spread vs growth

-22.1%

10Y implied EPS CAGR

22.6%

exigente

EPS terminal req.

$8.49

Spread vs growth

-8.1%

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 -2.9%

Total return

-2.9%

Start / end P/E

52.6x → 44.2x

EPS bridge

0.97 → 1.11

Residual

-2.3%

EPS growth+14.4%
Multiple rerating-15.9%
Dividend+0.8%
Residual / FX / buybacks / cross-term-2.3%

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.