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301556.SZ$71.36+1.51%
Fair $71.36+0.0%

301556.SZ

Zhejiang Top Cloud-agri Technology Co.,Ltd.

Technology / Information Technology ServicesShenzhen

$71.36

+1.06 (+1.51%)

Fairly Valued+0.0%Fair Value $71.36Fund rank 32/100 · Data gapFallback financials|
SA 30/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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $77.1M · quality 61.7/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 78/100Data 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

30/100

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 · 301556.SZLocal privado en este navegador · Zhejiang Top Cloud-agri 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

$6.1B

P/E

56.6x

↑

EV/EBITDA

46.3x

↑

ROE

10.8%

↑

Gross Margin

49.1%

↑

Debt/Equity

N/A

•
52-Week Range$71
$68$168

TradingView lightweight chart

301556.SZ price, volumen y niveles de valoración

Último $71.36Periodo -45.3%
Fair value: $71.36

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

+10.8%

FCF CAGR

+35.0%

FCF margin

17.1%

FCF / Net income

0.82x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $510.6M · net income $106.4M · FCF $87.2M

2022-FY → 2025-FY

Gross margin

49.1%-7.2% pts

Operating margin

21.9%-3.2% pts

Net margin

20.8%-3.9% pts

FCF margin

17.1%+7.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$510.6M$510.6M$488.9M$459.5M$375.2M
Net Income$106.4M$106.4M$123.5M$115.0M$92.7M
EBITDA$121.6M$121.6M$144.8M$134.9M$112.0M
EPS1.251.251.831.801.45
Gross Margin49.1%49.1%51.1%54.2%56.3%
Operating Margin21.9%21.9%26.4%26.5%25.1%
Net Margin20.8%20.8%25.3%25.0%24.7%
Balance Sheet
Debt/Equity———0.020.01
Current Ratio3.893.89———
Cash Flow
Free Cash Flow$87.2M$87.2M$76.5M$77.1M$35.4M
Returns
ROE10.8%10.8%13.1%19.6%19.7%
Valuation
P/E56.6356.6343.05——
EV/EBITDA46.3146.3133.25——
P/B6.186.185.63——
Growth & Yield
Revenue Growth4.4%4.4%6.4%22.5%—
EPS Growth-31.7%-31.7%1.7%24.1%—
Dividend Yield1.2%1.2%———

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

71.7%

muy exigente

EPS terminal req.

$6.33

Spread vs growth

-103.4%

5Y implied EPS CAGR

43.7%

muy exigente

EPS terminal req.

$7.66

Spread vs growth

-75.4%

10Y implied EPS CAGR

25.7%

muy exigente

EPS terminal req.

$12.34

Spread vs growth

-57.4%

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 -16.7%

Total return

-16.7%

Start / end P/E

47.5x → 57.1x

EPS bridge

1.83 → 1.25

Residual

-6.4%

EPS growth-31.7%
Multiple rerating+20.2%
Dividend+1.2%
Residual / FX / buybacks / cross-term-6.4%

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.