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688083.SS$56.81+0.12%
Fair $56.81+0.0%

688083.SS

Zwsoft Co.,Ltd.

Technology / Software - ApplicationShanghai

$56.81

+0.07 (+0.12%)

Fairly Valued+0.0%Fair Value $56.81Fund rank 27/100 · Data gapFallback financials|
SA 45/C
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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-61.3M · quality 47.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

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 0.8%, below the 5% threshold
Thesis & Journal · 688083.SSLocal privado en este navegador · Zwsoft 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

$9.6B

P/E

334.2x

↑

EV/EBITDA

109.5x

↑

ROE

0.8%

↓

Gross Margin

96.0%

↑

Debt/Equity

0.01

↓
52-Week Range$57
$47$101

TradingView lightweight chart

688083.SS price, volumen y niveles de valoración

Último $56.81Periodo -61.9%
Fair value: $56.81

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

+14.1%

FCF CAGR

+29.2%

FCF margin

3.3%

FCF / Net income

1.44x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $893.4M · net income $20.7M · FCF $29.8M

2022-FY → 2025-FY

Gross margin

96.0%-2.4% pts

Operating margin

0.9%+8.2% pts

Net margin

2.3%+1.3% pts

FCF margin

3.3%+1.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$893.4M$893.4M$888.1M$827.6M$601.0M
Net Income$20.7M$20.7M$64.0M$61.4M$6.0M
EBITDA$86.0M$86.0M$110.7M$107.6M$33.4M
EPS0.120.120.380.360.04
Gross Margin96.0%96.0%94.4%93.7%98.4%
Operating Margin0.9%0.9%2.1%-1.0%-7.4%
Net Margin2.3%2.3%7.2%7.4%1.0%
Balance Sheet
Debt/Equity0.010.010.010.020.01
Current Ratio6.496.49———
Cash Flow
Free Cash Flow$29.8M$29.8M$-80.2M$-61.3M$13.8M
Returns
ROE0.8%0.8%2.4%2.3%0.2%
Valuation
P/E334.18334.18152.35180.532784.31
EV/EBITDA109.46109.4686.3398.90492.87
P/B3.593.593.674.166.23
Growth & Yield
Revenue Growth0.6%0.6%7.3%37.7%—
EPS Growth-68.4%-68.4%4.3%920.0%—
Dividend Yield0.6%0.6%———

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

247.6%

muy exigente

EPS terminal req.

$5.04

Spread vs growth

-316.0%

5Y implied EPS CAGR

119.4%

muy exigente

EPS terminal req.

$6.10

Spread vs growth

-187.8%

10Y implied EPS CAGR

55.3%

muy exigente

EPS terminal req.

$9.82

Spread vs growth

-123.8%

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 -15.3%

Total return

-15.3%

Start / end P/E

177.9x → 473.4x

EPS bridge

0.38 → 0.12

Residual

-113.7%

EPS growth-68.4%
Multiple rerating+166.1%
Dividend+0.6%
Residual / FX / buybacks / cross-term-113.7%

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.