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600081.SS$10.92+2.34%
Fair $10.92+0.0%

600081.SS

Dong Feng Electronic Technology Co.,Ltd.

Consumer Cyclical / Auto PartsShanghai

$10.92

+0.25 (+2.34%)

Fairly Valued+0.0%Fair Value $10.92Fund rank 35/100 · Data gapFallback financials|
SA 39/D
F-Score: 4/9
Declining RevenueLow Profitability

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $258.2M · quality 70.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 57/100Data 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

39/100

D

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: 2unknown: 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. Revenue has declined for 2 consecutive years ROE is 0.4%, below the 5% threshold
Thesis & Journal · 600081.SSLocal privado en este navegador · Dong Feng Electronic 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

$6.0B

P/E

273.0x

↑

EV/EBITDA

7.2x

↓

ROE

0.4%

↓

Gross Margin

14.5%

↓

Debt/Equity

0.11

↓
52-Week Range$11
$10$17

TradingView lightweight chart

600081.SS price, volumen y niveles de valoración

Último $10.92Periodo +101.5%
Fair value: $10.92

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

-2.9%

FCF CAGR

-65.3%

FCF margin

0.3%

FCF / Net income

1.04x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.27B · net income $18.8M · FCF $19.6M

2022-FY → 2025-FY

Gross margin

14.5%+0.2% pts

Operating margin

2.1%-2.1% pts

Net margin

0.3%-1.3% pts

FCF margin

0.3%-6.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.27B$6.27B$6.81B$7.17B$6.85B
Net Income$18.8M$18.8M$91.3M$145.0M$108.7M
EBITDA$464.2M$464.2M$548.0M$638.6M$615.6M
EPS0.030.030.160.290.23
Gross Margin14.5%14.5%12.3%12.5%14.3%
Operating Margin2.1%2.1%1.2%2.7%4.2%
Net Margin0.3%0.3%1.3%2.0%1.6%
Balance Sheet
Debt/Equity0.110.110.110.140.28
Current Ratio1.651.65———
Cash Flow
Free Cash Flow$19.6M$19.6M$290.2M$258.2M$471.1M
Returns
ROE0.4%0.4%2.0%3.1%3.4%
Valuation
P/E273.00273.0059.7637.1343.96
EV/EBITDA7.187.184.624.055.44
P/B1.321.321.191.161.51
Growth & Yield
Revenue Growth-7.9%-7.9%-5.0%4.6%—
EPS Growth-78.8%-78.8%-44.1%24.4%—
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

205.2%

muy exigente

EPS terminal req.

$0.97

Spread vs growth

-283.9%

5Y implied EPS CAGR

102.9%

muy exigente

EPS terminal req.

$1.17

Spread vs growth

-181.7%

10Y implied EPS CAGR

49.4%

muy exigente

EPS terminal req.

$1.89

Spread vs growth

-128.2%

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 -23.7%

Total return

-23.7%

Start / end P/E

89.5x → 320.2x

EPS bridge

0.16 → 0.03

Residual

-203.2%

EPS growth-78.8%
Multiple rerating+257.8%
Dividend+0.5%
Residual / FX / buybacks / cross-term-203.2%

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.