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600336.SS$7.81-2.50%
Fair $7.81+0.0%

600336.SS

AUCMA Co.,Ltd.

Technology / Consumer ElectronicsShanghai

$7.81

-0.20 (-2.50%)

Fairly Valued+0.0%Fair Value $7.81Fund rank 23/100 · Data gapFallback financials|
SA 21/D
F-Score: 3/9
Declining RevenueMargin CompressionLow 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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $17.9M · quality 39.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

21/100

D

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 3unknown: 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 3 consecutive years Operating margin has declined for 3 consecutive years ROE is -9.6%, below the 5% threshold
Thesis & Journal · 600336.SSLocal privado en este navegador · AUCMA 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

$6.2B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-9.6%

↓

Gross Margin

13.7%

↓

Debt/Equity

0.49

↑
52-Week Range$8
$6$10

TradingView lightweight chart

600336.SS price, volumen y niveles de valoración

Último $7.810Periodo +51.9%
Fair value: $7.810

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

-10.7%

FCF CAGR

—

FCF margin

0.3%

FCF / Net income

-0.08x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.81B · net income $-213.5M · FCF $17.9M

2022-FY → 2025-FY

Gross margin

13.7%-0.3% pts

Operating margin

-0.9%-2.8% pts

Net margin

-3.1%-4.7% pts

FCF margin

0.3%+3.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.81B$6.81B$7.82B$9.30B$9.57B
Net Income$-213.5M$-213.5M$-48.5M$56.1M$146.2M
EBITDA$-47.1M$-47.1M$154.9M$211.1M$328.7M
EPS-0.27-0.27-0.060.070.18
Gross Margin13.7%13.7%14.2%13.5%14.0%
Operating Margin-0.9%-0.9%1.2%1.4%1.9%
Net Margin-3.1%-3.1%-0.6%0.6%1.5%
Balance Sheet
Debt/Equity0.490.490.560.560.48
Current Ratio0.900.90———
Cash Flow
Free Cash Flow$17.9M$17.9M$18.3M$-311.2M$-318.3M
Returns
ROE-9.6%-9.6%-2.0%2.2%5.9%
Valuation
P/E———90.2931.17
EV/EBITDA——35.4327.5915.02
P/B2.792.792.062.021.83
Growth & Yield
Revenue Growth-12.9%-12.9%-16.0%-2.7%—
EPS Growth-350.0%-350.0%-185.7%-61.1%—
Dividend Yield0.4%0.4%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -1.8%

Total return

-1.8%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.06 → -0.27

Residual

-2.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.4%
Residual / FX / buybacks / cross-term-2.1%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.