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688135.SS$35.97-0.91%
Fair $35.97+0.0%

688135.SS

Guangdong Leadyo IC Testing Co., Ltd.

Technology / SemiconductorsShanghai

$35.97

-0.33 (-0.91%)

Fairly Valued+0.0%Fair Value $35.97Fund rank 24/100 · Data gapFallback financials|
SA 33/D
F-Score: 7/9
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 20%

FCF escenarios

weak_data · normalized FCF $-193.6M · quality 52.3/100

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

33/100

D

Piotroski

7/9

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 · 688135.SSLocal privado en este navegador · Guangdong Leadyo IC Testing 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

$8.4B

P/E

3597.0x

↑

EV/EBITDA

31.6x

↑

ROE

-0.8%

↓

Gross Margin

27.9%

↓

Debt/Equity

1.03

↑
52-Week Range$36
$18$47

TradingView lightweight chart

688135.SS price, volumen y niveles de valoración

Último $35.97Periodo -16.6%
Fair value: $35.97

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

+11.0%

FCF CAGR

—

FCF margin

-16.3%

FCF / Net income

10.93x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $618.4M · net income $-9.2M · FCF $-100.5M

2022-FY → 2025-FY

Gross margin

27.9%-9.4% pts

Operating margin

5.7%-1.5% pts

Net margin

-1.5%-8.6% pts

FCF margin

-16.3%+21.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$618.4M$618.4M$488.1M$503.1M$452.4M
Net Income$-9.2M$-9.2M$-61.6M$21.7M$32.0M
EBITDA$237.8M$237.8M$159.9M$190.3M$159.5M
EPS-0.05-0.05-0.310.110.16
Gross Margin27.9%27.9%20.9%30.3%37.2%
Operating Margin5.7%5.7%-3.2%4.3%7.2%
Net Margin-1.5%-1.5%-12.6%4.3%7.1%
Balance Sheet
Debt/Equity1.031.031.090.560.34
Current Ratio1.061.06———
Cash Flow
Free Cash Flow$-100.5M$-100.5M$-193.6M$-365.7M$-169.4M
Returns
ROE-0.8%-0.8%-5.6%1.9%3.0%
Valuation
P/E3597.003597.00—188.91121.34
EV/EBITDA31.6331.6330.5524.3225.28
P/B5.795.793.723.653.60
Growth & Yield
Revenue Growth26.7%26.7%-3.0%11.2%—
EPS Growth83.9%83.9%-381.8%-31.3%—

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 +66.8%

Total return

+66.8%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.31 → -0.05

Residual

+66.8%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+66.8%

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.