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603375.SS$48.25+4.08%
Fair $48.25+0.0%

603375.SS

Wuxi Holyview Microelectronics Co.,Ltd.

Technology / Electronic ComponentsShanghai

$48.25

+1.89 (+4.08%)

Fairly Valued+0.0%Fair Value $48.25Fund rank 25/100 · Data gapFallback financials|
SA 54/C
F-Score: 3/9
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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-102.5M · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data 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

54/100

C

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: 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 0.7%, below the 5% threshold
Thesis & Journal · 603375.SSLocal privado en este navegador · Wuxi Holyview Microelectronics 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

$4.9B

P/E

603.1x

↑

EV/EBITDA

119.7x

↑

ROE

0.7%

↓

Gross Margin

31.8%

↓

Debt/Equity

0.03

↓
52-Week Range$48
$34$55

TradingView lightweight chart

603375.SS price, volumen y niveles de valoración

Último $48.25Periodo -18.2%
Fair value: $48.25

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

-15.2%

FCF CAGR

+29.4%

FCF margin

13.0%

FCF / Net income

6.01x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $469.7M · net income $10.1M · FCF $60.9M

2022-FY → 2025-FY

Gross margin

31.8%-10.4% pts

Operating margin

0.9%-27.2% pts

Net margin

2.2%-21.9% pts

FCF margin

13.0%+9.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$469.7M$469.7M$504.2M$822.5M$770.8M
Net Income$10.1M$10.1M$22.9M$194.8M$185.1M
EBITDA$38.2M$38.2M$44.2M$234.3M$216.3M
EPS0.100.100.232.582.45
Gross Margin31.8%31.8%35.3%44.1%42.1%
Operating Margin0.9%0.9%3.6%28.4%28.1%
Net Margin2.2%2.2%4.5%23.7%24.0%
Balance Sheet
Debt/Equity0.030.030.000.010.02
Current Ratio10.5510.55———
Cash Flow
Free Cash Flow$60.9M$60.9M$-193.4M$-102.5M$28.1M
Returns
ROE0.7%0.7%1.5%26.9%35.1%
Valuation
P/E603.13603.13150.78——
EV/EBITDA119.68119.6871.64——
P/B3.143.142.22——
Growth & Yield
Revenue Growth-6.8%-6.8%-38.7%6.7%—
EPS Growth-56.5%-56.5%-91.1%5.3%—
Dividend Yield0.2%0.2%———

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

249.8%

muy exigente

EPS terminal req.

$4.28

Spread vs growth

-306.4%

5Y implied EPS CAGR

120.2%

muy exigente

EPS terminal req.

$5.18

Spread vs growth

-176.8%

10Y implied EPS CAGR

55.6%

muy exigente

EPS terminal req.

$8.34

Spread vs growth

-112.2%

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 +37.7%

Total return

+37.7%

Start / end P/E

152.6x → 482.5x

EPS bridge

0.23 → 0.10

Residual

-122.2%

EPS growth-56.5%
Multiple rerating+216.2%
Dividend+0.2%
Residual / FX / buybacks / cross-term-122.2%

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.