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603380.SS$37.49+1.90%
Fair $37.49+0.0%

603380.SS

Suzhou Etron Technologies Co.,Ltd.

Technology / Electronic ComponentsShanghai

$37.49

+0.70 (+1.90%)

Fairly Valued+0.0%Fair Value $37.49Fund rank 31/100 · Data gapFallback financials|
SA 62/B
F-Score: 8/9

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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $174.6M · quality 53.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 31/100Data 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

62/100

B

Piotroski

8/9

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 · 603380.SSLocal privado en este navegador · Suzhou Etron Technologies 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

28.6x

↑

EV/EBITDA

15.9x

↑

ROE

14.0%

↑

Gross Margin

25.4%

↓

Debt/Equity

0.03

↓
52-Week Range$37
$23$56

TradingView lightweight chart

603380.SS price, volumen y niveles de valoración

Último $37.49Periodo +143.8%
Fair value: $37.49

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

+5.1%

FCF CAGR

—

FCF margin

11.7%

FCF / Net income

1.20x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.29B · net income $222.2M · FCF $266.8M

2022-FY → 2025-FY

Gross margin

25.4%+2.4% pts

Operating margin

11.4%-0.5% pts

Net margin

9.7%+0.7% pts

FCF margin

11.7%+22.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.29B$2.29B$2.16B$1.92B$1.97B
Net Income$222.2M$222.2M$184.1M$133.3M$178.5M
EBITDA$357.2M$357.2M$332.7M$245.1M$257.8M
EPS1.381.381.150.841.12
Gross Margin25.4%25.4%25.1%22.0%23.1%
Operating Margin11.4%11.4%11.9%9.7%11.9%
Net Margin9.7%9.7%8.5%7.0%9.0%
Balance Sheet
Debt/Equity0.030.030.070.160.14
Current Ratio2.282.28———
Cash Flow
Free Cash Flow$266.8M$266.8M$174.6M$133.7M$-208.4M
Returns
ROE14.0%14.0%12.2%9.9%14.3%
Valuation
P/E28.6228.6220.0029.3524.91
EV/EBITDA15.9415.9410.3815.5317.14
P/B3.803.802.452.903.56
Growth & Yield
Revenue Growth5.9%5.9%12.7%-2.9%—
EPS Growth20.0%20.0%36.9%-25.0%—
Dividend Yield2.7%2.7%———

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

34.1%

muy exigente

EPS terminal req.

$3.33

Spread vs growth

-14.1%

5Y implied EPS CAGR

23.9%

exigente

EPS terminal req.

$4.03

Spread vs growth

-3.9%

10Y implied EPS CAGR

16.7%

exigente

EPS terminal req.

$6.48

Spread vs growth

3.3%

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 +55.6%

Total return

+55.6%

Start / end P/E

21.3x → 27.2x

EPS bridge

1.15 → 1.38

Residual

+5.5%

EPS growth+20.0%
Multiple rerating+27.4%
Dividend+2.7%
Residual / FX / buybacks / cross-term+5.5%

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.