StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
301383.SZ$29.93+8.05%
Fair $29.93+0.0%

301383.SZ

Minami Acoustics Limited

Technology / Consumer ElectronicsShenzhen

$29.93

+2.23 (+8.05%)

Fairly Valued+0.0%Fair Value $29.93Fund rank 26/100 · Data gapFallback financials|
SA 38/D
F-Score: 2/9
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 19%

FCF escenarios

weak_data · normalized FCF $-101.5M · quality 47.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

2/9

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 -1.7%, below the 5% threshold
Thesis & Journal · 301383.SZLocal privado en este navegador · Minami Acoustics Limited
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

$4.9B

P/E

N/A

•

EV/EBITDA

126.5x

↑

ROE

-1.7%

↓

Gross Margin

12.4%

↓

Debt/Equity

0.01

↓
52-Week Range$30
$26$45

TradingView lightweight chart

301383.SZ price, volumen y niveles de valoración

Último $29.93Periodo -9.9%
Fair value: $29.93

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

+18.3%

FCF CAGR

—

FCF margin

-6.9%

FCF / Net income

3.92x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.86B · net income $-32.7M · FCF $-128.2M

2022-FY → 2025-FY

Gross margin

12.4%-6.4% pts

Operating margin

-1.5%-10.2% pts

Net margin

-1.8%-7.7% pts

FCF margin

-6.9%+2.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.86B$1.86B$2.23B$1.76B$1.13B
Net Income$-32.7M$-32.7M$211.8M$136.1M$66.9M
EBITDA$32.5M$32.5M$278.7M$178.5M$102.1M
EPS-0.20-0.201.300.960.55
Gross Margin12.4%12.4%18.8%20.3%18.8%
Operating Margin-1.5%-1.5%9.1%9.3%8.7%
Net Margin-1.8%-1.8%9.5%7.8%5.9%
Balance Sheet
Debt/Equity0.010.010.010.000.24
Current Ratio3.773.77———
Cash Flow
Free Cash Flow$-128.2M$-128.2M$68.2M$-101.5M$-103.7M
Returns
ROE-1.7%-1.7%10.3%7.3%13.3%
Valuation
P/E——39.9242.41—
EV/EBITDA126.48126.4828.1126.68—
P/B2.472.474.103.09—
Growth & Yield
Revenue Growth-16.3%-16.3%26.8%56.0%—
EPS Growth-115.4%-115.4%35.4%74.5%—
Dividend Yield1.4%1.4%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -21.2%

Total return

-21.2%

Start / end P/E

n/dx → n/dx

EPS bridge

1.30 → -0.20

Residual

-22.6%

EPS growthn/d
Multiple reratingn/d
Dividend+1.4%
Residual / FX / buybacks / cross-term-22.6%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.