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301303.SZ$13.53-2.03%
Fair $13.53+0.0%

301303.SZ

Zenner Metering Technology (Shanghai) Ltd.

Industrials / Electrical Equipment & PartsShenzhen

$13.53

-0.28 (-2.03%)

Fairly Valued+0.0%Fair Value $13.53Fund rank 26/100 · Data gapFallback financials|
SA 43/C
F-Score: 4/9

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 $-10.8M · quality 45.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

43/100

C

Piotroski

4/9

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 · 301303.SZLocal privado en este navegador · Zenner Metering Technology (Shanghai) 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

$5.5B

P/E

16.9x

↑

EV/EBITDA

11.6x

↑

ROE

10.0%

↑

Gross Margin

40.4%

↑

Debt/Equity

0.11

↓
52-Week Range$14
$13$19

TradingView lightweight chart

301303.SZ price, volumen y niveles de valoración

Último $13.81Periodo -59.4%
Fair value: $13.53

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

+14.4%

FCF CAGR

—

FCF margin

3.4%

FCF / Net income

0.18x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.78B · net income $343.1M · FCF $60.7M

2022-FY → 2025-FY

Gross margin

40.4%+2.8% pts

Operating margin

21.7%+0.5% pts

Net margin

19.2%+1.4% pts

FCF margin

3.4%+3.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.78B$1.78B$1.50B$1.34B$1.19B
Net Income$343.1M$343.1M$320.7M$313.9M$212.0M
EBITDA$473.6M$473.6M$428.2M$408.7M$285.5M
EPS0.840.840.780.800.69
Gross Margin40.4%40.4%41.0%42.5%37.6%
Operating Margin21.7%21.7%20.9%24.2%21.2%
Net Margin19.2%19.2%21.4%23.3%17.8%
Balance Sheet
Debt/Equity0.110.110.100.030.22
Current Ratio3.523.52———
Cash Flow
Free Cash Flow$60.7M$60.7M$-10.8M$-130.5M$-4.1M
Returns
ROE10.0%10.0%9.8%10.2%21.8%
Valuation
P/E16.9116.9118.5524.34—
EV/EBITDA11.5511.5513.8618.47—
P/B1.601.601.832.48—
Growth & Yield
Revenue Growth18.7%18.7%11.6%12.9%—
EPS Growth7.7%7.7%-2.5%15.5%—
Dividend Yield4.6%4.6%———

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

12.6%

razonable

EPS terminal req.

$1.20

Spread vs growth

-5.0%

5Y implied EPS CAGR

11.6%

razonable

EPS terminal req.

$1.45

Spread vs growth

-3.9%

10Y implied EPS CAGR

10.8%

razonable

EPS terminal req.

$2.34

Spread vs growth

-3.1%

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 +1.1%

Total return

+1.1%

Start / end P/E

18.0x → 16.1x

EPS bridge

0.78 → 0.84

Residual

-0.8%

EPS growth+7.7%
Multiple rerating-10.4%
Dividend+4.6%
Residual / FX / buybacks / cross-term-0.8%

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.