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688080.SS$42.15+1.79%
Fair $42.15+0.0%

688080.SS

Beijing InHand Networks Technology Co., Ltd.

Technology / Information Technology ServicesShanghai

$42.15

+0.74 (+1.79%)

Fairly Valued+0.0%Fair Value $42.15Fund rank 36/100 · Data gapFallback financials|
SA 56/C
F-Score: 5/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $133.9M · quality 73.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 73/100Data 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

56/100

C

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: 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 · 688080.SSLocal privado en este navegador · Beijing InHand Networks 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

$3.1B

P/E

22.9x

↑

EV/EBITDA

11.5x

↓

ROE

12.8%

↑

Gross Margin

49.2%

↑

Debt/Equity

0.02

↓
52-Week Range$42
$41$69

TradingView lightweight chart

688080.SS price, volumen y niveles de valoración

Último $42.15Periodo -55.8%
Fair value: $42.15

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

+26.2%

FCF CAGR

+36.2%

FCF margin

17.2%

FCF / Net income

0.90x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $777.0M · net income $149.0M · FCF $133.9M

2022-FY → 2025-FY

Gross margin

49.2%+1.2% pts

Operating margin

22.2%+8.1% pts

Net margin

19.2%+1.0% pts

FCF margin

17.2%+3.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$777.0M$777.0M$611.7M$493.3M$387.0M
Net Income$149.0M$149.0M$129.9M$94.0M$70.3M
EBITDA$191.1M$191.1M$162.4M$114.1M$85.1M
EPS2.022.021.761.490.96
Gross Margin49.2%49.2%52.5%51.5%48.1%
Operating Margin22.2%22.2%22.3%19.1%14.1%
Net Margin19.2%19.2%21.2%19.0%18.2%
Balance Sheet
Debt/Equity0.020.020.010.010.01
Current Ratio6.786.78———
Cash Flow
Free Cash Flow$133.9M$133.9M$110.0M$182.1M$53.0M
Returns
ROE12.8%12.8%12.5%10.3%8.6%
Valuation
P/E22.9122.9117.4826.0732.75
EV/EBITDA11.5311.538.9615.1520.63
P/B2.662.662.182.682.80
Growth & Yield
Revenue Growth27.0%27.0%24.0%27.5%—
EPS Growth14.8%14.8%18.1%55.2%—
Dividend Yield0.5%0.5%———

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

22.8%

exigente

EPS terminal req.

$3.74

Spread vs growth

-8.0%

5Y implied EPS CAGR

17.5%

exigente

EPS terminal req.

$4.53

Spread vs growth

-2.7%

10Y implied EPS CAGR

13.7%

razonable

EPS terminal req.

$7.29

Spread vs growth

1.1%

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 -0.8%

Total return

-0.8%

Start / end P/E

24.3x → 20.9x

EPS bridge

1.76 → 2.02

Residual

-2.1%

EPS growth+14.8%
Multiple rerating-14.0%
Dividend+0.5%
Residual / FX / buybacks / cross-term-2.1%

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.