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301336.SZ$40.77-1.04%
Fair $40.77+0.0%

301336.SZ

Chengdu Qushui Science and Technology Co., Ltd.

Consumer Cyclical / Furnishings, Fixtures & AppliancesShenzhen

$40.77

-0.43 (-1.04%)

Fairly Valued+0.0%Fair Value $40.77Fund rank 33/100 · Data gapFallback financials|
SA 38/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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $12.8M · quality 68.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 56/100Data 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

38/100

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 3.7%, below the 5% threshold
Thesis & Journal · 301336.SZLocal privado en este navegador · Chengdu Qushui Science and 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

$2.1B

P/E

74.1x

↑

EV/EBITDA

36.7x

↑

ROE

3.7%

↓

Gross Margin

21.8%

↓

Debt/Equity

0.03

↓
52-Week Range$41
$36$51

TradingView lightweight chart

301336.SZ price, volumen y niveles de valoración

Último $41.20Periodo -47.3%
Fair value: $40.77

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

+1.9%

FCF CAGR

-26.4%

FCF margin

1.3%

FCF / Net income

0.15x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $341.1M · net income $30.5M · FCF $4.4M

2022-FY → 2025-FY

Gross margin

21.8%-4.2% pts

Operating margin

5.5%-4.2% pts

Net margin

9.0%-2.5% pts

FCF margin

1.3%-2.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$341.1M$341.1M$347.3M$304.9M$322.7M
Net Income$30.5M$30.5M$29.0M$23.9M$36.9M
EBITDA$41.0M$41.0M$36.4M$29.6M$48.9M
EPS0.760.760.730.601.11
Gross Margin21.8%21.8%22.1%22.1%26.1%
Operating Margin5.5%5.5%4.6%2.8%9.7%
Net Margin9.0%9.0%8.3%7.8%11.4%
Balance Sheet
Debt/Equity0.030.030.00——
Current Ratio10.9010.90———
Cash Flow
Free Cash Flow$4.4M$4.4M$21.9M$12.8M$11.1M
Returns
ROE3.7%3.7%3.6%3.0%4.7%
Valuation
P/E74.1374.1362.4956.6931.11
EV/EBITDA36.7136.7148.7244.0421.13
P/B1.961.962.231.701.46
Growth & Yield
Revenue Growth-1.8%-1.8%13.9%-5.5%—
EPS Growth4.1%4.1%21.7%-45.9%—
Dividend Yield0.6%0.6%———

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

68.2%

muy exigente

EPS terminal req.

$3.62

Spread vs growth

-64.1%

5Y implied EPS CAGR

41.9%

muy exigente

EPS terminal req.

$4.38

Spread vs growth

-37.8%

10Y implied EPS CAGR

25.0%

exigente

EPS terminal req.

$7.05

Spread vs growth

-20.8%

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 -16.1%

Total return

-16.1%

Start / end P/E

67.0x → 53.6x

EPS bridge

0.73 → 0.76

Residual

-0.8%

EPS growth+4.1%
Multiple rerating-20.0%
Dividend+0.6%
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.