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688002.SS$121.03-5.30%
Fair $121.03+0.0%

688002.SS

Raytron Technology Co.,Ltd.

Technology / Electronic ComponentsShanghai

$121.03

-6.77 (-5.30%)

Fairly Valued+0.0%Fair Value $121.03Fund rank 26/100 · Data gapFallback financials|
SA 65/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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $26.7M · quality 45.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

65/100

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 · 688002.SSLocal privado en este navegador · Raytron 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

$56.4B

P/E

39.7x

↑

EV/EBITDA

37.5x

↑

ROE

16.9%

↑

Gross Margin

52.5%

↑

Debt/Equity

0.22

↑
52-Week Range$121
$57$158

TradingView lightweight chart

688002.SS price, volumen y niveles de valoración

Último $121.03Periodo +141.1%
Fair value: $121.03

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

+33.6%

FCF CAGR

—

FCF margin

20.3%

FCF / Net income

1.14x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.30B · net income $1.12B · FCF $1.28B

2022-FY → 2025-FY

Gross margin

52.5%+5.9% pts

Operating margin

23.9%+10.5% pts

Net margin

17.8%+6.0% pts

FCF margin

20.3%+31.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.30B$6.30B$4.32B$3.56B$2.65B
Net Income$1.12B$1.12B$569.0M$495.8M$313.4M
EBITDA$1.54B$1.54B$807.7M$692.5M$459.0M
EPS2.382.381.261.080.70
Gross Margin52.5%52.5%50.3%48.9%46.6%
Operating Margin23.9%23.9%17.7%15.1%13.4%
Net Margin17.8%17.8%13.2%13.9%11.8%
Balance Sheet
Debt/Equity0.220.220.280.330.13
Current Ratio2.962.96———
Cash Flow
Free Cash Flow$1.28B$1.28B$6.2M$26.7M$-304.1M
Returns
ROE16.9%16.9%10.5%10.3%7.9%
Valuation
P/E39.6839.6836.1537.9257.36
EV/EBITDA37.4637.4626.0127.4238.24
P/B8.608.603.813.914.54
Growth & Yield
Revenue Growth46.1%46.1%21.3%34.5%—
EPS Growth88.9%88.9%16.7%54.3%—
Dividend Yield0.1%0.1%———

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

65.2%

muy exigente

EPS terminal req.

$10.74

Spread vs growth

23.6%

5Y implied EPS CAGR

40.4%

muy exigente

EPS terminal req.

$12.99

Spread vs growth

48.5%

10Y implied EPS CAGR

24.3%

exigente

EPS terminal req.

$20.93

Spread vs growth

64.6%

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 +111.4%

Total return

+111.4%

Start / end P/E

45.5x → 50.9x

EPS bridge

1.26 → 2.38

Residual

+10.5%

EPS growth+88.9%
Multiple rerating+11.8%
Dividend+0.1%
Residual / FX / buybacks / cross-term+10.5%

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.