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603721.SS$24.09-3.45%
Fair $24.09+0.0%

603721.SS

TVZone Media Co., Ltd.

Communication Services / BroadcastingShanghai

$24.09

-0.86 (-3.45%)

Fairly Valued+0.0%Fair Value $24.09Fund rank 24/100 · Data gapFallback financials|
SA 47/C
F-Score: 7/9

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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $11.5M · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

47/100

C

Piotroski

7/9

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 · 603721.SSLocal privado en este navegador · TVZone Media 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

$3.1B

P/E

120.5x

↑

EV/EBITDA

74.7x

↑

ROE

5.3%

↑

Gross Margin

24.7%

↓

Debt/Equity

0.40

↑
52-Week Range$24
$17$27

TradingView lightweight chart

603721.SS price, volumen y niveles de valoración

Último $24.09Periodo +208.5%
Fair value: $24.09

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

+17.2%

FCF CAGR

—

FCF margin

20.8%

FCF / Net income

2.68x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $341.5M · net income $26.5M · FCF $71.2M

2022-FY → 2025-FY

Gross margin

24.7%-3.5% pts

Operating margin

7.3%+0.7% pts

Net margin

7.8%+0.3% pts

FCF margin

20.8%+42.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$341.5M$341.5M$369.8M$232.0M$212.2M
Net Income$26.5M$26.5M$-13.6M$-8.7M$15.8M
EBITDA$42.1M$42.1M$22.4M$-11.2M$28.0M
EPS0.200.20-0.10-0.070.12
Gross Margin24.7%24.7%19.3%22.3%28.1%
Operating Margin7.3%7.3%1.9%-5.0%6.6%
Net Margin7.8%7.8%-3.7%-3.7%7.4%
Balance Sheet
Debt/Equity0.400.400.410.410.42
Current Ratio3.253.25———
Cash Flow
Free Cash Flow$71.2M$71.2M$-12.2M$11.5M$-45.1M
Returns
ROE5.3%5.3%-2.7%-1.7%2.9%
Valuation
P/E120.45120.45——138.67
EV/EBITDA74.6674.66141.14—76.99
P/B6.416.416.366.254.03
Growth & Yield
Revenue Growth-7.7%-7.7%59.4%9.3%—
EPS Growth300.0%300.0%-42.9%-158.3%—
Dividend Yield0.3%0.3%———

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

120.3%

muy exigente

EPS terminal req.

$2.14

Spread vs growth

179.7%

5Y implied EPS CAGR

66.9%

muy exigente

EPS terminal req.

$2.59

Spread vs growth

233.1%

10Y implied EPS CAGR

35.5%

muy exigente

EPS terminal req.

$4.17

Spread vs growth

264.5%

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 +28.6%

Total return

+28.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.10 → 0.20

Residual

+28.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.3%
Residual / FX / buybacks / cross-term+28.3%

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.