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603016.SS$43.06+0.42%
Fair $43.06+0.0%

603016.SS

Wuxi New Hongtai Electrical Technology Co.,Ltd

Technology / Electronic ComponentsShanghai

$43.06

+0.18 (+0.42%)

Fairly Valued+0.0%Fair Value $43.06Fund rank 34/100 · Data gapFallback financials|
SA 33/D
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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $86.8M · quality 67.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 83/100Data 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

33/100

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: 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 · 603016.SSLocal privado en este navegador · Wuxi New Hongtai Electrical 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

$6.4B

P/E

116.4x

↑

EV/EBITDA

60.9x

↑

ROE

7.6%

↑

Gross Margin

28.3%

↓

Debt/Equity

N/A

•
52-Week Range$43
$24$61

TradingView lightweight chart

603016.SS price, volumen y niveles de valoración

Último $43.06Periodo +252.1%
Fair value: $43.06

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

-0.3%

FCF CAGR

-2.3%

FCF margin

10.9%

FCF / Net income

1.04x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $609.7M · net income $63.7M · FCF $66.3M

2022-FY → 2025-FY

Gross margin

28.3%-1.0% pts

Operating margin

11.0%-0.9% pts

Net margin

10.4%-0.5% pts

FCF margin

10.9%-0.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$609.7M$609.7M$632.8M$632.5M$614.6M
Net Income$63.7M$63.7M$70.6M$68.7M$67.1M
EBITDA$96.3M$96.3M$107.3M$110.3M$111.0M
EPS0.430.430.480.460.45
Gross Margin28.3%28.3%29.4%29.0%29.3%
Operating Margin11.0%11.0%11.9%11.7%11.9%
Net Margin10.4%10.4%11.2%10.9%10.9%
Balance Sheet
Debt/Equity——0.01—0.00
Current Ratio5.455.45———
Cash Flow
Free Cash Flow$66.3M$66.3M$86.8M$101.8M$71.0M
Returns
ROE7.6%7.6%8.3%8.3%8.3%
Valuation
P/E116.38116.3885.8347.7643.02
EV/EBITDA60.8760.8754.1226.8723.06
P/B7.597.597.163.953.57
Growth & Yield
Revenue Growth-3.7%-3.7%0.0%2.9%—
EPS Growth-10.4%-10.4%4.3%2.2%—
Dividend Yield1.1%1.1%———

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

107.1%

muy exigente

EPS terminal req.

$3.82

Spread vs growth

-117.5%

5Y implied EPS CAGR

60.8%

muy exigente

EPS terminal req.

$4.62

Spread vs growth

-71.2%

10Y implied EPS CAGR

33.0%

muy exigente

EPS terminal req.

$7.45

Spread vs growth

-43.4%

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 +37.1%

Total return

+37.1%

Start / end P/E

66.0x → 100.1x

EPS bridge

0.48 → 0.43

Residual

-5.4%

EPS growth-10.4%
Multiple rerating+51.8%
Dividend+1.1%
Residual / FX / buybacks / cross-term-5.4%

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.