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301607.SZ$55.26+4.21%
Fair $55.26+0.0%

301607.SZ

Zhejiang EV-Tech Co.,Ltd.

Consumer Cyclical / Auto ManufacturersShenzhen

$55.26

+2.23 (+4.21%)

Fairly Valued+0.0%Fair Value $55.26Fund rank 24/100 · Data gapFallback financials|
SA 64/B
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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-124.0M · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 10/100Data 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

64/100

B

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 · 301607.SZLocal privado en este navegador · Zhejiang EV-Tech 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

$9.2B

P/E

31.6x

↑

EV/EBITDA

29.4x

↑

ROE

17.5%

↑

Gross Margin

19.7%

↓

Debt/Equity

0.37

↓
52-Week Range$55
$32$58

TradingView lightweight chart

301607.SZ price, volumen y niveles de valoración

Último $55.26Periodo +41.0%
Fair value: $55.26

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

+35.4%

FCF CAGR

—

FCF margin

-8.8%

FCF / Net income

-1.67x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.09B · net income $215.0M · FCF $-360.0M

2022-FY → 2025-FY

Gross margin

19.7%-0.8% pts

Operating margin

9.2%+2.2% pts

Net margin

5.3%-0.0% pts

FCF margin

-8.8%-18.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.09B$4.09B$1.93B$1.84B$1.65B
Net Income$215.0M$215.0M$94.6M$96.4M$86.8M
EBITDA$296.7M$296.7M$147.8M$149.1M$133.5M
EPS1.381.380.750.830.74
Gross Margin19.7%19.7%22.3%23.4%20.5%
Operating Margin9.2%9.2%6.9%6.4%7.0%
Net Margin5.3%5.3%4.9%5.3%5.3%
Balance Sheet
Debt/Equity0.370.370.100.190.24
Current Ratio1.331.33———
Cash Flow
Free Cash Flow$-360.0M$-360.0M$-124.0M$28.2M$167.2M
Returns
ROE17.5%17.5%9.5%16.7%19.1%
Valuation
P/E31.5831.5833.35——
EV/EBITDA29.4429.4418.59——
P/B7.017.013.16——
Growth & Yield
Revenue Growth111.6%111.6%5.4%11.2%—
EPS Growth84.0%84.0%-9.5%11.5%—
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

52.6%

muy exigente

EPS terminal req.

$4.90

Spread vs growth

31.4%

5Y implied EPS CAGR

33.9%

muy exigente

EPS terminal req.

$5.93

Spread vs growth

50.1%

10Y implied EPS CAGR

21.3%

exigente

EPS terminal req.

$9.56

Spread vs growth

62.7%

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 +61.6%

Total return

+61.6%

Start / end P/E

45.7x → 40.0x

EPS bridge

0.75 → 1.38

Residual

-10.4%

EPS growth+84.0%
Multiple rerating-12.4%
Dividend+0.3%
Residual / FX / buybacks / cross-term-10.4%

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.