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301309.SZ$33.20+1.80%
Fair $33.20+0.0%

301309.SZ

Zhejiang Wandekai Fluid Equipment Technology Co., Ltd.

Industrials / Building Products & EquipmentShenzhen

$33.20

+0.58 (+1.80%)

Fairly Valued+0.0%Fair Value $33.20Fund rank 24/100 · Data gapFallback financials|
SA 47/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 $-95.5M · quality 43.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

47/100

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 · 301309.SZLocal privado en este navegador · Zhejiang Wandekai Fluid Equipment 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

$3.3B

P/E

29.9x

↑

EV/EBITDA

18.7x

↑

ROE

6.9%

↑

Gross Margin

23.3%

↓

Debt/Equity

0.03

↓
52-Week Range$33
$24$44

TradingView lightweight chart

301309.SZ price, volumen y niveles de valoración

Último $32.88Periodo -2.4%
Fair value: $33.20

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

+3.5%

FCF CAGR

—

FCF margin

-8.8%

FCF / Net income

-0.67x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $860.4M · net income $113.7M · FCF $-75.6M

2022-FY → 2025-FY

Gross margin

23.3%-2.4% pts

Operating margin

13.4%-4.1% pts

Net margin

13.2%-2.9% pts

FCF margin

-8.8%-25.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$860.4M$860.4M$996.3M$689.2M$776.8M
Net Income$113.7M$113.7M$150.1M$103.9M$125.1M
EBITDA$161.9M$161.9M$203.0M$146.2M$161.5M
EPS1.131.131.501.041.54
Gross Margin23.3%23.3%23.3%24.5%25.8%
Operating Margin13.4%13.4%14.7%13.4%17.5%
Net Margin13.2%13.2%15.1%15.1%16.1%
Balance Sheet
Debt/Equity0.030.030.050.060.02
Current Ratio7.597.59———
Cash Flow
Free Cash Flow$-75.6M$-75.6M$-95.5M$-144.7M$129.7M
Returns
ROE6.9%6.9%9.6%7.2%8.9%
Valuation
P/E29.9129.9115.2426.5816.75
EV/EBITDA18.7018.7010.9914.417.44
P/B2.032.031.471.921.50
Growth & Yield
Revenue Growth-13.6%-13.6%44.6%-11.3%—
EPS Growth-24.7%-24.7%44.2%-32.5%—
Dividend Yield0.9%0.9%———

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

37.6%

muy exigente

EPS terminal req.

$2.95

Spread vs growth

-62.3%

5Y implied EPS CAGR

25.8%

muy exigente

EPS terminal req.

$3.56

Spread vs growth

-50.5%

10Y implied EPS CAGR

17.6%

exigente

EPS terminal req.

$5.74

Spread vs growth

-42.3%

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 +32.9%

Total return

+32.9%

Start / end P/E

16.6x → 29.1x

EPS bridge

1.50 → 1.13

Residual

-18.6%

EPS growth-24.7%
Multiple rerating+75.2%
Dividend+0.9%
Residual / FX / buybacks / cross-term-18.6%

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.