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3750.HK$753.50+1.21%
Fair $753.50+0.0%

3750.HK

Contemporary Amperex Technology Co., Limited

Industrials / Electrical Equipment & PartsHKSE

$753.50

+9.00 (+1.21%)

Fairly Valued+0.0%Fair Value $753.50Fund rank 36/100 · Data gapFallback financials|
SA 67/B
F-Score: 7/9

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 $65.8B · quality 71.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 70/100Data 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

67/100

B

Piotroski

7/9

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 · 3750.HKLocal privado en este navegador · Contemporary Amperex Technology Co., Limited
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

$3.49T

P/E

36.8x

↑

EV/EBITDA

26.9x

↑

ROE

21.4%

↑

Gross Margin

26.3%

↑

Debt/Equity

0.35

↑
52-Week Range$754
$296$772

TradingView lightweight chart

3750.HK price, volumen y niveles de valoración

Último $753.50Periodo +146.1%
Fair value: $753.50

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

+8.8%

FCF CAGR

+91.2%

FCF margin

21.4%

FCF / Net income

1.26x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $423.70B · net income $72.20B · FCF $90.88B

2022-FY → 2025-FY

Gross margin

26.3%+6.0% pts

Operating margin

19.2%+8.6% pts

Net margin

17.0%+7.7% pts

FCF margin

21.4%+17.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$423.70B$423.70B$362.01B$400.92B$328.59B
Net Income$72.20B$72.20B$50.74B$44.12B$30.73B
EBITDA$117.43B$117.43B$90.21B$78.91B$51.16B
EPS16.1416.1411.5810.057.16
Gross Margin26.3%26.3%24.4%19.2%20.3%
Operating Margin19.2%19.2%17.8%12.9%10.7%
Net Margin17.0%17.0%14.0%11.0%9.4%
Balance Sheet
Debt/Equity0.350.350.550.630.61
Current Ratio1.601.60———
Cash Flow
Free Cash Flow$90.88B$90.88B$65.81B$59.20B$12.99B
Returns
ROE21.4%21.4%20.6%22.3%18.7%
Valuation
P/E36.7636.76———
EV/EBITDA26.8826.88———
P/B10.0010.00———
Growth & Yield
Revenue Growth17.0%17.0%-9.7%22.0%—
EPS Growth39.4%39.4%15.2%40.5%—
Dividend Yield0.5%0.5%———

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

60.6%

muy exigente

EPS terminal req.

$66.86

Spread vs growth

-21.2%

5Y implied EPS CAGR

38.0%

muy exigente

EPS terminal req.

$80.90

Spread vs growth

1.3%

10Y implied EPS CAGR

23.2%

exigente

EPS terminal req.

$130.29

Spread vs growth

16.2%

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 +134.2%

Total return

+134.2%

Start / end P/E

27.8x → 46.7x

EPS bridge

11.58 → 16.14

Residual

+26.7%

EPS growth+39.4%
Multiple rerating+67.7%
Dividend+0.5%
Residual / FX / buybacks / cross-term+26.7%

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.