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301361.SZ$37.51-6.18%
Fair $37.51+0.0%

301361.SZ

SMARTGEN (Zhengzhou) Technology Co., Ltd.

Industrials / Electrical Equipment & PartsShenzhen

$37.51

-2.47 (-6.18%)

Fairly Valued+0.0%Fair Value $37.51Fund rank 31/100 · Data gapFallback financials|
SA 62/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 32% · confianza 25%

FCF escenarios

weak_data · normalized FCF $59.3M · quality 55.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 40/100Data 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

62/100

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 · 301361.SZLocal privado en este navegador · SMARTGEN (Zhengzhou) 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

$4.4B

P/E

44.7x

↑

EV/EBITDA

34.8x

↑

ROE

7.9%

↑

Gross Margin

57.9%

↑

Debt/Equity

0.00

↓
52-Week Range$38
$28$52

TradingView lightweight chart

301361.SZ price, volumen y niveles de valoración

Último $37.51Periodo +16.5%
Fair value: $37.51

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

+13.1%

FCF CAGR

—

FCF margin

30.8%

FCF / Net income

0.93x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $289.9M · net income $96.5M · FCF $89.3M

2022-FY → 2025-FY

Gross margin

57.9%+3.7% pts

Operating margin

30.9%-2.0% pts

Net margin

33.3%+3.4% pts

FCF margin

30.8%+36.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$289.9M$289.9M$238.8M$220.1M$200.4M
Net Income$96.5M$96.5M$79.7M$73.2M$60.0M
EBITDA$120.7M$120.7M$84.6M$65.8M$69.9M
EPS0.830.830.690.630.67
Gross Margin57.9%57.9%57.1%54.2%54.2%
Operating Margin30.9%30.9%30.4%25.4%33.0%
Net Margin33.3%33.3%33.4%33.2%29.9%
Balance Sheet
Debt/Equity0.000.00———
Current Ratio15.1315.13———
Cash Flow
Free Cash Flow$89.3M$89.3M$59.3M$23.8M$-11.2M
Returns
ROE7.9%7.9%6.9%6.8%5.9%
Valuation
P/E44.6544.6541.0137.4434.72
EV/EBITDA34.7934.7937.3639.2118.49
P/B3.563.562.852.532.05
Growth & Yield
Revenue Growth21.4%21.4%8.5%9.8%—
EPS Growth20.3%20.3%9.5%-6.0%—
Dividend Yield0.4%0.4%———

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

58.9%

muy exigente

EPS terminal req.

$3.33

Spread vs growth

-38.6%

5Y implied EPS CAGR

37.1%

muy exigente

EPS terminal req.

$4.03

Spread vs growth

-16.9%

10Y implied EPS CAGR

22.8%

exigente

EPS terminal req.

$6.49

Spread vs growth

-2.5%

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 +19.2%

Total return

+19.2%

Start / end P/E

45.8x → 45.2x

EPS bridge

0.69 → 0.83

Residual

-0.2%

EPS growth+20.3%
Multiple rerating-1.2%
Dividend+0.4%
Residual / FX / buybacks / cross-term-0.2%

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.