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301380.SZ$32.61+1.53%
Fair $32.61+0.0%

301380.SZ

Beijing Waluer Information Technology Co., Ltd.

Communication Services / Telecom ServicesShenzhen

$32.61

+0.49 (+1.53%)

Fairly Valued+0.0%Fair Value $32.61Fund rank 28/100 · Data gapFallback financials|
SA 34/D
F-Score: 4/9

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 $39.4M · quality 46.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

34/100

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: 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 · 301380.SZLocal privado en este navegador · Beijing Waluer Information 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

$3.3B

P/E

112.4x

↑

EV/EBITDA

40.0x

↑

ROE

5.8%

↑

Gross Margin

14.5%

↓

Debt/Equity

0.54

↑
52-Week Range$33
$30$46

TradingView lightweight chart

301380.SZ price, volumen y niveles de valoración

Último $32.61Periodo +4.7%
Fair value: $32.61

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

+18.8%

FCF CAGR

+17.8%

FCF margin

3.6%

FCF / Net income

0.92x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.10B · net income $43.0M · FCF $39.4M

2022-FY → 2025-FY

Gross margin

14.5%-3.2% pts

Operating margin

6.6%-4.3% pts

Net margin

3.9%-3.4% pts

FCF margin

3.6%-0.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.10B$1.10B$986.6M$854.3M$653.2M
Net Income$43.0M$43.0M$66.4M$59.1M$47.6M
EBITDA$87.3M$87.3M$101.8M$97.9M$70.3M
EPS0.420.420.650.590.61
Gross Margin14.5%14.5%17.5%16.9%17.7%
Operating Margin6.6%6.6%9.6%9.1%10.9%
Net Margin3.9%3.9%6.7%6.9%7.3%
Balance Sheet
Debt/Equity0.540.540.510.150.03
Current Ratio1.971.97———
Cash Flow
Free Cash Flow$39.4M$39.4M$-269.9M$46.7M$24.1M
Returns
ROE5.8%5.8%9.1%7.1%5.3%
Valuation
P/E112.45112.4548.7252.6340.66
EV/EBITDA40.0040.0032.9029.7621.46
P/B4.494.494.463.732.15
Growth & Yield
Revenue Growth11.0%11.0%15.5%30.8%—
EPS Growth-35.4%-35.4%9.6%-2.3%—
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

90.3%

muy exigente

EPS terminal req.

$2.89

Spread vs growth

-125.7%

5Y implied EPS CAGR

52.8%

muy exigente

EPS terminal req.

$3.50

Spread vs growth

-88.2%

10Y implied EPS CAGR

29.7%

muy exigente

EPS terminal req.

$5.64

Spread vs growth

-65.0%

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 -3.2%

Total return

-3.2%

Start / end P/E

52.1x → 77.6x

EPS bridge

0.65 → 0.42

Residual

-17.3%

EPS growth-35.4%
Multiple rerating+48.9%
Dividend+0.6%
Residual / FX / buybacks / cross-term-17.3%

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.