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301602.SZ$16.25-2.81%
Fair $16.25+0.0%

301602.SZ

Shantou Institute of Ultrasonic Instrument Co., Ltd.

Healthcare / Medical DevicesShenzhen

$16.25

-0.47 (-2.81%)

Fairly Valued+0.0%Fair Value $16.25Fund rank 33/100 · Data gapFallback financials|
SA 26/D
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $113.7M · quality 63.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 81/100Data 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

26/100

D

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: yahooPeriods: 5Warnings: 0yahoo: 5
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 · 301602.SZLocal privado en este navegador · Shantou Institute of Ultrasonic Instrument 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

$7.0B

P/E

60.2x

↑

EV/EBITDA

34.3x

↑

ROE

10.9%

↑

Gross Margin

71.5%

↑

Debt/Equity

N/A

•
52-Week Range$16
$16$29

TradingView lightweight chart

301602.SZ price, volumen y niveles de valoración

Último $16.25Periodo -49.4%
Fair value: $16.25

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2025 · 4 años de histórico normalizado

Revenue CAGR

+9.3%

FCF CAGR

+16.9%

FCF margin

29.6%

FCF / Net income

0.81x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $405.5M · net income $148.9M · FCF $120.1M

2021-FY → 2025-FY

Gross margin

71.5%-28.5% pts

Operating margin

38.5%-61.5% pts

Net margin

36.7%+9.7% pts

FCF margin

29.6%+7.0% pts
MetricTTM
2025
2024
2023
2022
2021
Income Statement
Revenue$405.5M$405.5M$375.8M$326.5M$336.2M$284.1M
Net Income$148.9M$148.9M$145.6M$115.4M$127.1M$76.8M
EBITDA$167.5M$167.5M$153.0M$121.5M$127.9M$293.3M
EPS0.350.350.400.320.350.21
Gross Margin71.5%71.5%70.8%69.1%67.7%100.0%
Operating Margin38.5%38.5%37.9%33.4%33.8%100.0%
Net Margin36.7%36.7%38.7%35.3%37.8%27.0%
Balance Sheet
Current Ratio12.7112.71————
Cash Flow
Free Cash Flow$120.1M$120.1M$113.7M$71.9M$127.9M$64.3M
Returns
ROE10.9%10.9%16.7%15.9%20.9%—
Valuation
P/E60.1960.19————
EV/EBITDA34.3034.30————
P/B5.085.08————
Growth & Yield
Revenue Growth7.9%7.9%15.1%-2.9%——
EPS Growth-12.5%-12.5%25.0%-8.6%——
Dividend Yield0.6%0.6%————

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

60.3%

muy exigente

EPS terminal req.

$1.44

Spread vs growth

-72.8%

5Y implied EPS CAGR

37.9%

muy exigente

EPS terminal req.

$1.74

Spread vs growth

-50.4%

10Y implied EPS CAGR

23.2%

exigente

EPS terminal req.

$2.81

Spread vs growth

-35.7%

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 -36.1%

Total return

-36.1%

Start / end P/E

64.1x → 46.4x

EPS bridge

0.40 → 0.35

Residual

+3.4%

EPS growth-12.5%
Multiple rerating-27.6%
Dividend+0.6%
Residual / FX / buybacks / cross-term+3.4%

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.