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301591.SZ$49.20+3.67%
Fair $49.20+0.0%

301591.SZ

Nanjing CompTECH Composites Corporation

Industrials / Electrical Equipment & PartsShenzhen

$49.20

+1.74 (+3.67%)

Fairly Valued+0.0%Fair Value $49.20Fund rank 27/100 · Data gapFallback financials|
SA 56/C
F-Score: 3/9

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 $1.3M · quality 45.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

56/100

C

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: 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 · 301591.SZLocal privado en este navegador · Nanjing CompTECH Composites Corporation
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

$5.4B

P/E

87.9x

↑

EV/EBITDA

39.6x

↑

ROE

7.3%

↑

Gross Margin

38.4%

↑

Debt/Equity

0.00

↓
52-Week Range$49
$27$56

TradingView lightweight chart

301591.SZ price, volumen y niveles de valoración

Último $49.20Periodo -8.2%
Fair value: $49.20

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

+5.0%

FCF CAGR

-58.7%

FCF margin

0.8%

FCF / Net income

0.05x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $430.6M · net income $66.0M · FCF $3.6M

2022-FY → 2025-FY

Gross margin

38.4%+1.5% pts

Operating margin

18.2%-2.8% pts

Net margin

15.3%-4.4% pts

FCF margin

0.8%-12.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$430.6M$430.6M$411.6M$389.8M$372.3M
Net Income$66.0M$66.0M$72.0M$75.3M$73.3M
EBITDA$95.6M$95.6M$100.5M$103.5M$100.3M
EPS0.780.780.891.191.16
Gross Margin38.4%38.4%38.6%38.1%37.0%
Operating Margin18.2%18.2%19.9%22.8%20.9%
Net Margin15.3%15.3%17.5%19.3%19.7%
Balance Sheet
Debt/Equity0.000.000.000.010.01
Current Ratio7.137.13———
Cash Flow
Free Cash Flow$3.6M$3.6M$-54.9M$1.3M$51.3M
Returns
ROE7.3%7.3%8.2%16.0%18.6%
Valuation
P/E87.8687.8629.24——
EV/EBITDA39.5639.5616.91——
P/B4.614.612.41——
Growth & Yield
Revenue Growth4.6%4.6%5.6%4.7%—
EPS Growth-12.4%-12.4%-25.2%2.6%—
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

77.5%

muy exigente

EPS terminal req.

$4.37

Spread vs growth

-89.9%

5Y implied EPS CAGR

46.6%

muy exigente

EPS terminal req.

$5.28

Spread vs growth

-59.0%

10Y implied EPS CAGR

27.0%

muy exigente

EPS terminal req.

$8.51

Spread vs growth

-39.3%

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 +53.6%

Total return

+53.6%

Start / end P/E

36.1x → 63.1x

EPS bridge

0.89 → 0.78

Residual

-9.3%

EPS growth-12.4%
Multiple rerating+74.8%
Dividend+0.3%
Residual / FX / buybacks / cross-term-9.3%

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.