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603400.SS$67.40-1.76%
Fair $67.40+0.0%

603400.SS

Suzhou Huazhijie Telecom Co., Ltd.

Technology / Electronic ComponentsShanghai

$67.40

-1.21 (-1.76%)

Fairly Valued+0.0%Fair Value $67.40Fund rank 30/100 · Data gapFallback financials|
SA 45/C
F-Score: 2/9

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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $67.9M · quality 56.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 36/100Data 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

45/100

C

Piotroski

2/9

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 · 603400.SSLocal privado en este navegador · Suzhou Huazhijie Telecom 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

$6.7B

P/E

59.6x

↑

EV/EBITDA

30.6x

↑

ROE

10.3%

↑

Gross Margin

23.3%

↓

Debt/Equity

0.04

↓
52-Week Range$67
$46$97

TradingView lightweight chart

603400.SS price, volumen y niveles de valoración

Último $67.40Periodo +25.1%
Fair value: $67.40

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

+11.2%

FCF CAGR

—

FCF margin

-2.3%

FCF / Net income

-0.26x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.40B · net income $124.4M · FCF $-32.1M

2022-FY → 2025-FY

Gross margin

23.3%+1.8% pts

Operating margin

10.7%+1.3% pts

Net margin

8.9%-1.0% pts

FCF margin

-2.3%-16.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.40B$1.40B$1.23B$937.1M$1.02B
Net Income$124.4M$124.4M$153.5M$121.5M$100.7M
EBITDA$178.5M$178.5M$194.3M$156.0M$135.3M
EPS1.421.422.051.621.34
Gross Margin23.3%23.3%26.0%26.5%21.5%
Operating Margin10.7%10.7%13.5%13.3%9.4%
Net Margin8.9%8.9%12.5%13.0%9.9%
Balance Sheet
Debt/Equity0.040.040.010.030.03
Current Ratio2.302.30———
Cash Flow
Free Cash Flow$-32.1M$-32.1M$67.9M$83.8M$146.0M
Returns
ROE10.3%10.3%20.9%20.6%21.7%
Valuation
P/E59.6559.65———
EV/EBITDA30.5830.58———
P/B4.874.87———
Growth & Yield
Revenue Growth14.0%14.0%31.3%-8.0%—
EPS Growth-30.7%-30.7%26.5%20.9%—
Dividend Yield0.7%0.7%———

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

61.5%

muy exigente

EPS terminal req.

$5.98

Spread vs growth

-92.2%

5Y implied EPS CAGR

38.5%

muy exigente

EPS terminal req.

$7.24

Spread vs growth

-69.2%

10Y implied EPS CAGR

23.4%

exigente

EPS terminal req.

$11.65

Spread vs growth

-54.2%

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 · available periodreconcilia total +25.9%

Total return

+25.9%

Start / end P/E

26.3x → 47.5x

EPS bridge

2.05 → 1.42

Residual

-24.8%

EPS growth-30.7%
Multiple rerating+80.6%
Dividend+0.7%
Residual / FX / buybacks / cross-term-24.8%

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.