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301328.SZ$53.76-3.85%
Fair $53.76+0.0%

301328.SZ

WCON Electronics Co., Ltd.

Technology / Electronic ComponentsShenzhen

$53.76

-2.15 (-3.85%)

Fairly Valued+0.0%Fair Value $53.76Fund rank 28/100 · Data gapFallback financials|
SA 65/B
F-Score: 6/9

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 33% · confianza 23%

FCF escenarios

weak_data · normalized FCF $-70.8M · quality 67.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 31/100Data 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

65/100

B

Piotroski

6/9

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 · 301328.SZLocal privado en este navegador · WCON Electronics 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

$8.6B

P/E

91.1x

↑

EV/EBITDA

28.3x

↑

ROE

5.0%

↑

Gross Margin

40.2%

↑

Debt/Equity

0.03

↓
52-Week Range$54
$27$63

TradingView lightweight chart

301328.SZ price, volumen y niveles de valoración

Último $53.76Periodo +33.3%
Fair value: $53.76

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

+14.1%

FCF CAGR

—

FCF margin

-9.9%

FCF / Net income

-0.72x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $712.9M · net income $98.8M · FCF $-70.8M

2022-FY → 2025-FY

Gross margin

40.2%-3.6% pts

Operating margin

17.7%-5.5% pts

Net margin

13.9%-9.5% pts

FCF margin

-9.9%+1.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$712.9M$712.9M$534.2M$486.6M$480.3M
Net Income$98.8M$98.8M$85.5M$130.4M$112.0M
EBITDA$184.7M$184.7M$142.1M$179.2M$144.1M
EPS0.910.910.781.191.25
Gross Margin40.2%40.2%41.1%42.5%43.7%
Operating Margin17.7%17.7%16.3%19.4%23.2%
Net Margin13.9%13.9%16.0%26.8%23.3%
Balance Sheet
Debt/Equity0.030.030.000.020.03
Current Ratio9.249.24———
Cash Flow
Free Cash Flow$-70.8M$-70.8M$-54.9M$-95.9M$-56.2M
Returns
ROE5.0%5.0%4.5%6.9%6.1%
Valuation
P/E91.1291.1234.4326.8330.07
EV/EBITDA28.3328.3313.2513.0014.17
P/B2.972.971.541.861.84
Growth & Yield
Revenue Growth33.5%33.5%9.8%1.3%—
EPS Growth16.7%16.7%-34.5%-4.8%—
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

73.7%

muy exigente

EPS terminal req.

$4.77

Spread vs growth

-57.0%

5Y implied EPS CAGR

44.7%

muy exigente

EPS terminal req.

$5.77

Spread vs growth

-28.0%

10Y implied EPS CAGR

26.2%

muy exigente

EPS terminal req.

$9.30

Spread vs growth

-9.5%

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 +93.4%

Total return

+93.4%

Start / end P/E

35.8x → 59.1x

EPS bridge

0.78 → 0.91

Residual

+10.9%

EPS growth+16.7%
Multiple rerating+65.1%
Dividend+0.8%
Residual / FX / buybacks / cross-term+10.9%

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.