StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
301595.SZ$45.10-2.42%
Fair $45.10+0.0%

301595.SZ

GuangDong Taili Technology Group Co.,Ltd.

Consumer Cyclical / Furnishings, Fixtures & AppliancesShenzhen

$45.10

-1.12 (-2.42%)

Fairly Valued+0.0%Fair Value $45.10Fund rank 30/100 · Data gapFallback financials|
SA 44/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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $63.6M · quality 51.7/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data 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

44/100

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 · 301595.SZLocal privado en este navegador · GuangDong Taili Technology Group 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

$4.9B

P/E

92.0x

↑

EV/EBITDA

41.7x

↑

ROE

6.8%

↑

Gross Margin

55.9%

↑

Debt/Equity

0.13

↓
52-Week Range$45
$35$69

TradingView lightweight chart

301595.SZ price, volumen y niveles de valoración

Último $45.10Periodo -16.9%
Fair value: $45.10

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

+17.8%

FCF CAGR

—

FCF margin

-15.4%

FCF / Net income

-2.62x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.04B · net income $61.4M · FCF $-160.9M

2022-FY → 2025-FY

Gross margin

55.9%-0.0% pts

Operating margin

6.8%-2.9% pts

Net margin

5.9%-3.3% pts

FCF margin

-15.4%-22.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.04B$1.04B$1.02B$835.3M$637.9M
Net Income$61.4M$61.4M$87.6M$85.0M$58.8M
EBITDA$100.7M$100.7M$128.1M$135.8M$127.5M
EPS0.630.631.081.050.72
Gross Margin55.9%55.9%57.6%100.0%55.9%
Operating Margin6.8%6.8%9.7%100.0%9.7%
Net Margin5.9%5.9%8.6%10.2%9.2%
Balance Sheet
Debt/Equity0.130.130.08—0.32
Current Ratio3.313.31———
Cash Flow
Free Cash Flow$-160.9M$-160.9M$63.6M$150.6M$47.8M
Returns
ROE6.8%6.8%17.8%—19.4%
Valuation
P/E92.0492.04———
EV/EBITDA41.7241.72———
P/B4.884.88———
Growth & Yield
Revenue Growth2.4%2.4%22.1%31.0%—
EPS Growth-41.7%-41.7%3.2%45.3%—
Dividend Yield1.1%1.1%———

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

85.2%

muy exigente

EPS terminal req.

$4.00

Spread vs growth

-126.9%

5Y implied EPS CAGR

50.4%

muy exigente

EPS terminal req.

$4.84

Spread vs growth

-92.0%

10Y implied EPS CAGR

28.6%

muy exigente

EPS terminal req.

$7.80

Spread vs growth

-70.3%

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 -9.1%

Total return

-9.1%

Start / end P/E

46.5x → 71.6x

EPS bridge

1.08 → 0.63

Residual

-22.5%

EPS growth-41.7%
Multiple rerating+54.0%
Dividend+1.1%
Residual / FX / buybacks / cross-term-22.5%

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.