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688039.SS$43.27-3.42%
Fair $43.27+0.0%

688039.SS

Hangzhou Arcvideo Technology Co., Ltd.

Technology / Information Technology ServicesShanghai

$43.27

-1.53 (-3.42%)

Fairly Valued+0.0%Fair Value $43.27Fund rank 30/100 · Data gapFallback financials|
SA 24/D
F-Score: 5/9
Low 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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $-49.9M · quality 60.7/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

24/100

D

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. ROE is -8.7%, below the 5% threshold
Thesis & Journal · 688039.SSLocal privado en este navegador · Hangzhou Arcvideo 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

$4.8B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-8.7%

↓

Gross Margin

36.9%

↑

Debt/Equity

0.22

↑
52-Week Range$43
$30$71

TradingView lightweight chart

688039.SS price, volumen y niveles de valoración

Último $43.27Periodo -22.1%
Fair value: $43.27

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

-1.0%

FCF CAGR

—

FCF margin

2.2%

FCF / Net income

-0.08x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $321.8M · net income $-91.3M · FCF $7.1M

2022-FY → 2025-FY

Gross margin

36.9%+9.6% pts

Operating margin

-17.2%+6.2% pts

Net margin

-28.4%+1.4% pts

FCF margin

2.2%+93.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$321.8M$321.8M$306.6M$332.6M$331.4M
Net Income$-91.3M$-91.3M$-102.2M$-138.2M$-98.6M
EBITDA$-61.5M$-61.5M$-81.1M$-117.1M$-84.9M
EPS-0.83-0.83-0.91-1.25-0.88
Gross Margin36.9%36.9%41.0%35.3%27.3%
Operating Margin-17.2%-17.2%-27.2%-32.4%-23.4%
Net Margin-28.4%-28.4%-33.3%-41.5%-29.7%
Balance Sheet
Debt/Equity0.220.220.130.140.06
Current Ratio1.801.80———
Cash Flow
Free Cash Flow$7.1M$7.1M$-49.9M$-213.2M$-300.8M
Returns
ROE-8.7%-8.7%-8.8%-11.1%-7.2%
Valuation
P/B4.514.512.402.922.21
Growth & Yield
Revenue Growth5.0%5.0%-7.8%0.4%—
EPS Growth8.8%8.8%27.2%-42.0%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +32.2%

Total return

+32.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.91 → -0.83

Residual

+32.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+32.2%

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.