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301390.SZ$32.96-3.96%
Fair $32.96+0.0%

301390.SZ

Hangzhou Gisway Information Technology Co.,Ltd.

Technology / Information Technology ServicesShenzhen

$32.96

-1.36 (-3.96%)

Fairly Valued+0.0%Fair Value $32.96Fund rank 27/100 · Data gapFallback financials|
SA 37/D
F-Score: 3/9
Margin CompressionLow 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 20%

FCF escenarios

weak_data · normalized FCF $-4.6M · quality 54.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 24/100Data 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

37/100

D

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Operating margin has declined for 3 consecutive years ROE is 0.6%, below the 5% threshold
Thesis & Journal · 301390.SZLocal privado en este navegador · Hangzhou Gisway 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

$2.0B

P/E

375.4x

↑

EV/EBITDA

80.1x

↑

ROE

0.6%

↓

Gross Margin

19.8%

↓

Debt/Equity

0.00

↓
52-Week Range$33
$29$43

TradingView lightweight chart

301390.SZ price, volumen y niveles de valoración

Último $32.96Periodo -21.3%
Fair value: $32.96

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

+6.8%

FCF CAGR

—

FCF margin

0.2%

FCF / Net income

0.19x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $527.5M · net income $5.3M · FCF $1.0M

2022-FY → 2025-FY

Gross margin

19.8%-21.4% pts

Operating margin

-0.1%-22.9% pts

Net margin

1.0%-16.3% pts

FCF margin

0.2%+2.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$527.5M$527.5M$672.9M$514.5M$433.3M
Net Income$5.3M$5.3M$35.5M$56.2M$74.8M
EBITDA$18.6M$18.6M$51.2M$72.8M$93.8M
EPS0.090.090.591.021.66
Gross Margin19.8%19.8%20.0%31.6%41.3%
Operating Margin-0.1%-0.1%5.8%13.0%22.8%
Net Margin1.0%1.0%5.3%10.9%17.3%
Balance Sheet
Debt/Equity0.000.000.000.000.04
Current Ratio1.731.73———
Cash Flow
Free Cash Flow$1.0M$1.0M$-12.0M$-4.6M$-10.0M
Returns
ROE0.6%0.6%3.7%5.9%18.5%
Valuation
P/E375.40375.4052.2941.96—
EV/EBITDA80.1180.1127.5924.39—
P/B2.102.101.932.48—
Growth & Yield
Revenue Growth-21.6%-21.6%30.8%18.7%—
EPS Growth-85.2%-85.2%-42.0%-38.5%—
Dividend Yield0.3%0.3%———

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

221.8%

muy exigente

EPS terminal req.

$2.92

Spread vs growth

-306.9%

5Y implied EPS CAGR

109.4%

muy exigente

EPS terminal req.

$3.54

Spread vs growth

-194.6%

10Y implied EPS CAGR

51.8%

muy exigente

EPS terminal req.

$5.70

Spread vs growth

-137.0%

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 -3.9%

Total return

-3.9%

Start / end P/E

58.1x → 375.4x

EPS bridge

0.59 → 0.09

Residual

-465.4%

EPS growth-85.2%
Multiple rerating+546.4%
Dividend+0.3%
Residual / FX / buybacks / cross-term-465.4%

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.