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301295.SZ$46.80-3.78%
Fair $46.80+0.0%

301295.SZ

Zhejiang Meishuo Electric Technology Co.,Ltd

Technology / Electronic ComponentsShenzhen

$46.80

-1.84 (-3.78%)

Fairly Valued+0.0%Fair Value $46.80Fund rank 25/100 · Data gapFallback financials|
SA 55/C
F-Score: 3/9
Margin CompressionLow 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 $-10.6M · 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 12/100Data 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

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: 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. Operating margin has declined for 3 consecutive years ROE is 2.4%, below the 5% threshold
Thesis & Journal · 301295.SZLocal privado en este navegador · Zhejiang Meishuo Electric 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

$4.7B

P/E

137.6x

↑

EV/EBITDA

89.0x

↑

ROE

2.4%

↓

Gross Margin

16.3%

↓

Debt/Equity

0.14

↓
52-Week Range$47
$22$56

TradingView lightweight chart

301295.SZ price, volumen y niveles de valoración

Último $46.80Periodo +45.9%
Fair value: $46.80

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

+9.5%

FCF CAGR

—

FCF margin

-1.5%

FCF / Net income

-0.47x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $705.8M · net income $22.6M · FCF $-10.6M

2022-FY → 2025-FY

Gross margin

16.3%-7.3% pts

Operating margin

1.7%-12.2% pts

Net margin

3.2%-9.0% pts

FCF margin

-1.5%-0.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$705.8M$705.8M$633.1M$533.0M$537.1M
Net Income$22.6M$22.6M$27.3M$43.4M$65.7M
EBITDA$52.7M$52.7M$56.4M$71.7M$93.1M
EPS0.220.220.270.490.87
Gross Margin16.3%16.3%17.6%22.5%23.7%
Operating Margin1.7%1.7%3.3%7.3%14.0%
Net Margin3.2%3.2%4.3%8.1%12.2%
Balance Sheet
Debt/Equity0.140.140.010.000.03
Current Ratio1.801.80———
Cash Flow
Free Cash Flow$-10.6M$-10.6M$-69.4M$51.2M$-4.0M
Returns
ROE2.4%2.4%2.8%4.5%20.6%
Valuation
P/E137.65137.6570.5647.71—
EV/EBITDA88.9888.9824.4319.51—
P/B5.025.022.012.14—
Growth & Yield
Revenue Growth11.5%11.5%18.8%-0.8%—
EPS Growth-18.5%-18.5%-44.9%-43.8%—
Dividend Yield0.4%0.4%———

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

166.3%

muy exigente

EPS terminal req.

$4.15

Spread vs growth

-184.8%

5Y implied EPS CAGR

87.0%

muy exigente

EPS terminal req.

$5.02

Spread vs growth

-105.5%

10Y implied EPS CAGR

43.4%

muy exigente

EPS terminal req.

$8.09

Spread vs growth

-61.9%

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 +99.7%

Total return

+99.7%

Start / end P/E

87.0x → 212.7x

EPS bridge

0.27 → 0.22

Residual

-26.8%

EPS growth-18.5%
Multiple rerating+144.6%
Dividend+0.4%
Residual / FX / buybacks / cross-term-26.8%

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.