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301585.SZ$26.57-1.26%
Fair $26.57+0.0%

301585.SZ

Zhejiang Lanyu Digital Technology Co. ,Ltd

Basic Materials / Specialty ChemicalsShenzhen

$26.57

-0.34 (-1.26%)

Fairly Valued+0.0%Fair Value $26.57Fund rank 27/100 · Data gapFallback financials|
SA 42/C
F-Score: 2/9

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 $11.6M · quality 47.0/100

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

42/100

C

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: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 301585.SZLocal privado en este navegador · Zhejiang Lanyu Digital 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

$2.8B

P/E

39.1x

↑

EV/EBITDA

26.7x

↑

ROE

7.2%

↑

Gross Margin

32.0%

↑

Debt/Equity

0.06

↓
52-Week Range$27
$25$37

TradingView lightweight chart

301585.SZ price, volumen y niveles de valoración

Último $26.57Periodo -52.7%
Fair value: $26.57

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

+15.7%

FCF CAGR

—

FCF margin

-32.5%

FCF / Net income

-2.23x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $485.1M · net income $70.8M · FCF $-157.9M

2022-FY → 2025-FY

Gross margin

32.0%-7.5% pts

Operating margin

16.8%-9.2% pts

Net margin

14.6%-8.4% pts

FCF margin

-32.5%-47.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$485.1M$485.1M$478.5M$383.6M$313.3M
Net Income$70.8M$70.8M$100.5M$92.7M$72.1M
EBITDA$99.6M$99.6M$133.3M$121.2M$97.1M
EPS0.680.681.291.180.92
Gross Margin32.0%32.0%37.3%41.2%39.5%
Operating Margin16.8%16.8%24.2%27.2%26.0%
Net Margin14.6%14.6%21.0%24.2%23.0%
Balance Sheet
Debt/Equity0.060.060.000.070.03
Current Ratio2.962.96———
Cash Flow
Free Cash Flow$-157.9M$-157.9M$11.6M$28.8M$47.6M
Returns
ROE7.2%7.2%10.6%21.4%21.2%
Valuation
P/E39.0739.0728.04——
EV/EBITDA26.7326.7317.43——
P/B2.802.802.97——
Growth & Yield
Revenue Growth1.4%1.4%24.7%22.5%—
EPS Growth-47.3%-47.3%8.9%28.3%—
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

51.4%

muy exigente

EPS terminal req.

$2.36

Spread vs growth

-98.6%

5Y implied EPS CAGR

33.2%

muy exigente

EPS terminal req.

$2.85

Spread vs growth

-80.5%

10Y implied EPS CAGR

21.1%

exigente

EPS terminal req.

$4.59

Spread vs growth

-68.3%

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 -22.4%

Total return

-22.4%

Start / end P/E

26.9x → 39.1x

EPS bridge

1.29 → 0.68

Residual

-21.3%

EPS growth-47.3%
Multiple rerating+45.0%
Dividend+1.2%
Residual / FX / buybacks / cross-term-21.3%

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.