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688115.SS$53.42-2.87%
Fair $53.42+0.0%

688115.SS

Smartgiant Technology Co., Ltd.

Technology / Scientific & Technical InstrumentsShanghai

$53.42

-1.58 (-2.87%)

Fairly Valued+0.0%Fair Value $53.42Fund rank 27/100 · Data gapFallback financials|
SA 41/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 33% · confianza 23%

FCF escenarios

weak_data · normalized FCF $-102.0M · quality 66.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 24/100Data 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

41/100

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 · 688115.SSLocal privado en este navegador · Smartgiant 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

$3.6B

P/E

445.2x

↑

EV/EBITDA

N/A

•

ROE

-0.8%

↓

Gross Margin

58.1%

↑

Debt/Equity

0.02

↓
52-Week Range$53
$37$81

TradingView lightweight chart

688115.SS price, volumen y niveles de valoración

Último $53.42Periodo +6.6%
Fair value: $53.42

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

+2.1%

FCF CAGR

—

FCF margin

-44.5%

FCF / Net income

11.49x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $258.1M · net income $-10.0M · FCF $-114.9M

2022-FY → 2025-FY

Gross margin

58.1%-9.1% pts

Operating margin

-5.2%-26.0% pts

Net margin

-3.9%-26.2% pts

FCF margin

-44.5%-24.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$258.1M$258.1M$185.3M$168.3M$242.3M
Net Income$-10.0M$-10.0M$15.3M$9.0M$54.0M
EBITDA$-3.4M$-3.4M$23.5M$15.5M$64.5M
EPS-0.15-0.150.230.130.86
Gross Margin58.1%58.1%56.6%60.7%67.2%
Operating Margin-5.2%-5.2%-3.6%-5.6%20.8%
Net Margin-3.9%-3.9%8.2%5.3%22.3%
Balance Sheet
Debt/Equity0.020.020.030.100.02
Current Ratio9.159.15———
Cash Flow
Free Cash Flow$-114.9M$-114.9M$-101.3M$-102.0M$-49.7M
Returns
ROE-0.8%-0.8%1.2%0.7%4.1%
Valuation
P/E445.17445.17182.61245.0847.83
EV/EBITDA——85.4596.1324.76
P/B2.812.812.211.711.94
Growth & Yield
Revenue Growth39.3%39.3%10.1%-30.6%—
EPS Growth-165.2%-165.2%76.9%-84.9%—
Dividend Yield0.8%0.8%———

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 +18.4%

Total return

+18.4%

Start / end P/E

n/dx → n/dx

EPS bridge

0.23 → -0.15

Residual

+17.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.8%
Residual / FX / buybacks / cross-term+17.6%

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.