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688201.SS$8.38+3.08%
Fair $8.38+0.0%

688201.SS

Beijing Infosec Technologies Co.,Ltd

Technology / Information Technology ServicesShanghai

$8.38

+0.25 (+3.08%)

Fairly Valued+0.0%Fair Value $8.38Fund rank 31/100 · Data gapFallback financials|
SA 39/D
F-Score: 6/9
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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $27.1M · quality 61.7/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 38/100Data 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

39/100

D

Piotroski

6/9

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 1.6%, below the 5% threshold
Thesis & Journal · 688201.SSLocal privado en este navegador · Beijing Infosec Technologies 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

$2.7B

P/E

83.8x

↑

EV/EBITDA

41.6x

↑

ROE

1.6%

↓

Gross Margin

69.2%

↑

Debt/Equity

0.03

↓
52-Week Range$8
$8$18

TradingView lightweight chart

688201.SS price, volumen y niveles de valoración

Último $8.380Periodo -34.0%
Fair value: $8.380

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

-6.3%

FCF CAGR

—

FCF margin

5.0%

FCF / Net income

1.32x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $541.9M · net income $20.5M · FCF $27.1M

2022-FY → 2025-FY

Gross margin

69.2%-2.3% pts

Operating margin

10.4%-19.8% pts

Net margin

3.8%-21.1% pts

FCF margin

5.0%+5.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$541.9M$541.9M$500.6M$549.2M$658.1M
Net Income$20.5M$20.5M$-47.8M$11.2M$163.9M
EBITDA$61.1M$61.1M$-454331.84$39.7M$208.9M
EPS0.060.06-0.150.040.54
Gross Margin69.2%69.2%71.2%69.2%71.5%
Operating Margin10.4%10.4%-0.8%4.8%30.2%
Net Margin3.8%3.8%-9.6%2.0%24.9%
Balance Sheet
Debt/Equity0.030.030.000.010.01
Current Ratio3.793.79———
Cash Flow
Free Cash Flow$27.1M$27.1M$9.0M$30.6M$-165686.85
Returns
ROE1.6%1.6%-3.7%0.8%14.2%
Valuation
P/E83.8083.80—347.0350.85
EV/EBITDA41.5541.55—93.6839.05
P/B2.042.041.982.827.23
Growth & Yield
Revenue Growth8.3%8.3%-8.9%-16.5%—
EPS Growth142.6%142.6%-520.8%-93.4%—

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

125.9%

muy exigente

EPS terminal req.

$0.74

Spread vs growth

16.7%

5Y implied EPS CAGR

69.4%

muy exigente

EPS terminal req.

$0.90

Spread vs growth

73.2%

10Y implied EPS CAGR

36.5%

muy exigente

EPS terminal req.

$1.45

Spread vs growth

106.1%

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 -7.6%

Total return

-7.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.15 → 0.06

Residual

-7.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-7.6%

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.