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688229.SS$89.28+0.87%
Fair $89.28+0.0%

688229.SS

Bonree Data Technology Co., Ltd

Technology / Software - InfrastructureShanghai

$89.28

+0.77 (+0.87%)

Fairly Valued+0.0%Fair Value $89.28Fund rank 31/100 · Data gapFallback financials|
SA 31/D
F-Score: 4/9
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 25%

FCF escenarios

weak_data · normalized FCF $-72.8M · quality 76.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 41/100Data 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

31/100

D

Piotroski

4/9

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 -26.6%, below the 5% threshold
Thesis & Journal · 688229.SSLocal privado en este navegador · Bonree Data 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

$4.0B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-26.6%

↓

Gross Margin

68.6%

↑

Debt/Equity

0.01

↓
52-Week Range$89
$46$124

TradingView lightweight chart

688229.SS price, volumen y niveles de valoración

Último $89.28Periodo -26.3%
Fair value: $89.28

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

+2.9%

FCF CAGR

—

FCF margin

-45.3%

FCF / Net income

0.59x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $126.7M · net income $-96.8M · FCF $-57.4M

2022-FY → 2025-FY

Gross margin

68.6%+1.3% pts

Operating margin

-62.2%+33.7% pts

Net margin

-76.4%-6.7% pts

FCF margin

-45.3%+47.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$126.7M$126.7M$140.6M$120.7M$116.4M
Net Income$-96.8M$-96.8M$-115.2M$-106.6M$-81.2M
EBITDA$-80.7M$-80.7M$-103.3M$-92.2M$-95.3M
EPS-2.22-2.22-2.66-2.43-1.84
Gross Margin68.6%68.6%68.7%64.7%67.3%
Operating Margin-62.2%-62.2%-72.5%-93.6%-96.0%
Net Margin-76.4%-76.4%-81.9%-88.3%-69.8%
Balance Sheet
Debt/Equity0.010.010.010.010.01
Current Ratio7.137.13———
Cash Flow
Free Cash Flow$-57.4M$-57.4M$-72.8M$-88.8M$-107.6M
Returns
ROE-26.6%-26.6%-27.4%-19.3%-12.4%
Valuation
P/B10.7110.713.903.592.43
Growth & Yield
Revenue Growth-9.9%-9.9%16.4%3.7%—
EPS Growth16.5%16.5%-9.5%-32.1%—

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 +73.8%

Total return

+73.8%

Start / end P/E

n/dx → n/dx

EPS bridge

-2.66 → -2.22

Residual

+73.8%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+73.8%

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.