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301322.SZ$51.52+0.72%
Fair $51.52+0.0%

301322.SZ

Guangdong Lvtong New Energy Electric Vehicle Technology Co., Ltd.

Consumer Cyclical / Auto ManufacturersShenzhen

$51.52

+0.37 (+0.72%)

Fairly Valued+0.0%Fair Value $51.52Fund rank 29/100 · Data gapFallback financials|
SA 54/C
F-Score: 3/9
Low 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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $80.7M · quality 50.3/100

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

54/100

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: 1unknown: 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. ROE is 1.6%, below the 5% threshold
Thesis & Journal · 301322.SZLocal privado en este navegador · Guangdong Lvtong New Energy Electric Vehicle 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

$7.3B

P/E

572.4x

↑

EV/EBITDA

68.4x

↑

ROE

1.6%

↓

Gross Margin

25.7%

↓

Debt/Equity

0.06

↓
52-Week Range$52
$26$61

TradingView lightweight chart

301322.SZ price, volumen y niveles de valoración

Último $51.15Periodo -19.2%
Fair value: $51.52

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

-12.4%

FCF CAGR

—

FCF margin

-4.1%

FCF / Net income

-0.92x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $989.9M · net income $44.0M · FCF $-40.4M

2022-FY → 2025-FY

Gross margin

25.7%-4.7% pts

Operating margin

8.2%-14.9% pts

Net margin

4.4%-16.8% pts

FCF margin

-4.1%-12.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$989.9M$989.9M$831.0M$1.08B$1.47B
Net Income$44.0M$44.0M$142.1M$263.1M$311.9M
EBITDA$106.9M$106.9M$194.0M$325.2M$376.1M
EPS0.310.310.991.872.83
Gross Margin25.7%25.7%26.4%33.5%30.4%
Operating Margin8.2%8.2%12.8%23.1%23.1%
Net Margin4.4%4.4%17.1%24.3%21.2%
Balance Sheet
Debt/Equity0.060.060.000.000.00
Current Ratio3.023.02———
Cash Flow
Free Cash Flow$-40.4M$-40.4M$142.1M$80.7M$123.0M
Returns
ROE1.6%1.6%5.0%9.1%44.8%
Valuation
P/E572.44572.4420.9915.95—
EV/EBITDA68.3568.3514.046.72—
P/B2.592.591.061.45—
Growth & Yield
Revenue Growth19.1%19.1%-23.2%-26.5%—
EPS Growth-68.7%-68.7%-47.1%-33.9%—
Dividend Yield0.1%0.1%———

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

145.2%

muy exigente

EPS terminal req.

$4.57

Spread vs growth

-213.9%

5Y implied EPS CAGR

77.9%

muy exigente

EPS terminal req.

$5.53

Spread vs growth

-146.6%

10Y implied EPS CAGR

39.9%

muy exigente

EPS terminal req.

$8.91

Spread vs growth

-108.6%

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 +91.8%

Total return

+91.8%

Start / end P/E

27.1x → 166.2x

EPS bridge

0.99 → 0.31

Residual

-351.9%

EPS growth-68.7%
Multiple rerating+512.3%
Dividend+0.1%
Residual / FX / buybacks / cross-term-351.9%

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.