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301631.SZ$82.34-0.65%
Fair $82.34+0.0%

301631.SZ

Shenzhen Uniconn Technology Co., Ltd.

Technology / Electronic ComponentsShenzhen

$82.34

-0.54 (-0.65%)

Fairly Valued+0.0%Fair Value $82.34Fund rank 29/100 · Data gapFallback financials|
SA 66/B
F-Score: 5/9
Margin Compression

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 32% · confianza 23%

FCF escenarios

weak_data · normalized FCF $156.7M · quality 49.3/100

Data gap 29/100
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

66/100

B

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 301631.SZLocal privado en este navegador · Shenzhen Uniconn 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

$10.5B

P/E

34.7x

↑

EV/EBITDA

13.4x

↑

ROE

11.4%

↑

Gross Margin

15.5%

↓

Debt/Equity

0.15

↓
52-Week Range$82
$54$104

TradingView lightweight chart

301631.SZ price, volumen y niveles de valoración

Último $82.88Periodo -21.5%
Fair value: $82.34

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

+23.1%

FCF CAGR

—

FCF margin

5.4%

FCF / Net income

0.94x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.15B · net income $293.5M · FCF $276.9M

2022-FY → 2025-FY

Gross margin

15.5%-4.0% pts

Operating margin

7.9%-4.5% pts

Net margin

5.7%-2.8% pts

FCF margin

5.4%+9.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.15B$5.15B$3.91B$3.07B$2.76B
Net Income$293.5M$293.5M$233.1M$259.9M$235.8M
EBITDA$499.2M$499.2M$391.5M$403.6M$362.9M
EPS3.213.213.313.793.44
Gross Margin15.5%15.5%15.9%18.9%19.5%
Operating Margin7.9%7.9%8.1%11.8%12.4%
Net Margin5.7%5.7%6.0%8.5%8.5%
Balance Sheet
Debt/Equity0.150.150.190.290.40
Current Ratio1.441.44———
Cash Flow
Free Cash Flow$276.9M$276.9M$156.7M$85.2M$-112.6M
Returns
ROE11.4%11.4%9.9%25.6%31.8%
Valuation
P/E34.7434.7418.27——
EV/EBITDA13.3913.398.47——
P/B2.912.911.82——
Growth & Yield
Revenue Growth31.9%31.9%27.0%11.5%—
EPS Growth-3.0%-3.0%-12.7%10.2%—
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

31.5%

muy exigente

EPS terminal req.

$7.31

Spread vs growth

-34.6%

5Y implied EPS CAGR

22.5%

exigente

EPS terminal req.

$8.84

Spread vs growth

-25.5%

10Y implied EPS CAGR

16.1%

exigente

EPS terminal req.

$14.24

Spread vs growth

-19.1%

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 +45.9%

Total return

+45.9%

Start / end P/E

17.2x → 25.7x

EPS bridge

3.31 → 3.21

Residual

-1.5%

EPS growth-3.0%
Multiple rerating+49.2%
Dividend+1.2%
Residual / FX / buybacks / cross-term-1.5%

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.