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301332.SZ$8.82+1.38%
Fair $8.82+0.0%

301332.SZ

Guangdong Deerma Technology Co., Ltd.

Consumer Cyclical / Furnishings, Fixtures & AppliancesShenzhen

$8.82

+0.12 (+1.38%)

Fairly Valued+0.0%Fair Value $8.82Fund rank 25/100 · Data gapFallback financials|
SA 36/D
F-Score: 4/9
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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-56.7M · 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 11/100Data 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

36/100

D

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: 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 4.4%, below the 5% threshold
Thesis & Journal · 301332.SZLocal privado en este navegador · Guangdong Deerma 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

$4.1B

P/E

31.5x

↑

EV/EBITDA

11.4x

↑

ROE

4.4%

↓

Gross Margin

30.9%

↑

Debt/Equity

0.06

↓
52-Week Range$9
$9$12

TradingView lightweight chart

301332.SZ price, volumen y niveles de valoración

Último $8.820Periodo -38.5%
Fair value: $8.820

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

+1.2%

FCF CAGR

—

FCF margin

-1.7%

FCF / Net income

-0.44x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.43B · net income $129.6M · FCF $-56.7M

2022-FY → 2025-FY

Gross margin

30.9%+1.4% pts

Operating margin

2.6%-3.7% pts

Net margin

3.8%-2.0% pts

FCF margin

-1.7%+0.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.43B$3.43B$3.53B$3.15B$3.31B
Net Income$129.6M$129.6M$142.4M$108.7M$190.5M
EBITDA$288.5M$288.5M$284.8M$234.9M$298.8M
EPS0.280.280.310.260.52
Gross Margin30.9%30.9%30.6%30.8%29.5%
Operating Margin2.6%2.6%3.6%2.8%6.3%
Net Margin3.8%3.8%4.0%3.4%5.8%
Balance Sheet
Debt/Equity0.060.060.010.010.10
Current Ratio2.062.06———
Cash Flow
Free Cash Flow$-56.7M$-56.7M$-74.2M$60.8M$-57.7M
Returns
ROE4.4%4.4%5.0%3.9%13.2%
Valuation
P/E31.5031.5030.5846.96—
EV/EBITDA11.4411.4411.3616.09—
P/B1.381.381.521.83—
Growth & Yield
Revenue Growth-2.8%-2.8%12.0%-4.6%—
EPS Growth-9.7%-9.7%19.2%-50.0%—
Dividend Yield1.7%1.7%———

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

40.9%

muy exigente

EPS terminal req.

$0.78

Spread vs growth

-50.5%

5Y implied EPS CAGR

27.6%

muy exigente

EPS terminal req.

$0.95

Spread vs growth

-37.3%

10Y implied EPS CAGR

18.5%

exigente

EPS terminal req.

$1.53

Spread vs growth

-28.1%

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 -15.1%

Total return

-15.1%

Start / end P/E

34.2x → 31.5x

EPS bridge

0.31 → 0.28

Residual

+0.8%

EPS growth-9.7%
Multiple rerating-7.9%
Dividend+1.7%
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.