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301339.SZ$11.85-0.50%
Fair $11.85+0.0%

301339.SZ

Jiangsu Tongxingbao Intelligent Transportation Technology Co., Ltd.

Technology / Software - ApplicationShenzhen

$11.85

-0.06 (-0.50%)

Fairly Valued+0.0%Fair Value $11.85Fund rank 27/100 · Data gapFallback financials|
SA 42/C
F-Score: 5/9

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 19%

FCF escenarios

weak_data · normalized FCF $128.7M · quality 47.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

42/100

C

Piotroski

5/9

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 · 301339.SZLocal privado en este navegador · Jiangsu Tongxingbao Intelligent Transportation 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

$6.9B

P/E

30.4x

↑

EV/EBITDA

18.7x

↑

ROE

8.0%

↑

Gross Margin

44.0%

↑

Debt/Equity

0.01

↓
52-Week Range$12
$11$18

TradingView lightweight chart

301339.SZ price, volumen y niveles de valoración

Último $11.85Periodo -20.0%
Fair value: $11.85

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

+21.4%

FCF CAGR

—

FCF margin

30.8%

FCF / Net income

1.49x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.07B · net income $221.0M · FCF $329.0M

2022-FY → 2025-FY

Gross margin

44.0%-4.5% pts

Operating margin

19.7%+4.3% pts

Net margin

20.7%-4.6% pts

FCF margin

30.8%+59.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.07B$1.07B$895.5M$741.6M$597.1M
Net Income$221.0M$221.0M$209.7M$191.0M$150.8M
EBITDA$362.3M$362.3M$317.9M$275.9M$219.1M
EPS0.380.380.370.340.30
Gross Margin44.0%44.0%45.0%46.0%48.4%
Operating Margin19.7%19.7%19.2%18.4%15.3%
Net Margin20.7%20.7%23.4%25.7%25.2%
Balance Sheet
Debt/Equity0.010.010.010.010.01
Current Ratio1.491.49———
Cash Flow
Free Cash Flow$329.0M$329.0M$-17.2M$128.7M$-169.8M
Returns
ROE8.0%8.0%7.7%7.3%6.1%
Valuation
P/E30.3830.3836.3041.3742.14
EV/EBITDA18.6818.6823.7227.5128.35
P/B2.502.502.803.022.58
Growth & Yield
Revenue Growth19.2%19.2%20.8%24.2%—
EPS Growth3.5%3.5%9.8%12.7%—
Dividend Yield3.2%3.2%———

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

40.3%

muy exigente

EPS terminal req.

$1.05

Spread vs growth

-36.8%

5Y implied EPS CAGR

27.3%

muy exigente

EPS terminal req.

$1.27

Spread vs growth

-23.8%

10Y implied EPS CAGR

18.3%

exigente

EPS terminal req.

$2.05

Spread vs growth

-14.8%

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 -21.4%

Total return

-21.4%

Start / end P/E

42.7x → 31.1x

EPS bridge

0.37 → 0.38

Residual

-1.0%

EPS growth+3.5%
Multiple rerating-27.2%
Dividend+3.2%
Residual / FX / buybacks / cross-term-1.0%

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.