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688249.SS$42.10-0.78%
Fair $42.10+0.0%

688249.SS

Nexchip Semiconductor Corporation

Technology / SemiconductorsShanghai

$42.10

-0.33 (-0.78%)

Fairly Valued+0.0%Fair Value $42.10Fund rank 23/100 · Data gapFallback financials|
SA 44/C
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 19%

FCF escenarios

weak_data · normalized FCF $-7.6B · quality 48.3/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

44/100

C

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 3.2%, below the 5% threshold
Thesis & Journal · 688249.SSLocal privado en este navegador · Nexchip Semiconductor Corporation
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

$84.5B

P/E

131.6x

↑

EV/EBITDA

20.4x

↑

ROE

3.2%

↓

Gross Margin

25.5%

↓

Debt/Equity

0.99

↑
52-Week Range$42
$26$49

TradingView lightweight chart

688249.SS price, volumen y niveles de valoración

Último $42.10Periodo +6.0%
Fair value: $42.10

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

+2.7%

FCF CAGR

—

FCF margin

-53.9%

FCF / Net income

-8.33x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $10.89B · net income $704.2M · FCF $-5.86B

2022-FY → 2025-FY

Gross margin

25.5%-20.6% pts

Operating margin

8.5%-26.4% pts

Net margin

6.5%-23.8% pts

FCF margin

-53.9%-47.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$10.89B$10.89B$9.25B$7.24B$10.05B
Net Income$704.2M$704.2M$532.8M$211.6M$3.05B
EBITDA$4.98B$4.98B$4.40B$3.81B$6.35B
EPS0.360.360.270.122.02
Gross Margin25.5%25.5%25.5%21.6%46.2%
Operating Margin8.5%8.5%8.1%3.7%34.9%
Net Margin6.5%6.5%5.8%2.9%30.3%
Balance Sheet
Debt/Equity0.990.990.920.630.85
Current Ratio1.611.61———
Cash Flow
Free Cash Flow$-5.86B$-5.86B$-10.46B$-7.57B$-610.3M
Returns
ROE3.2%3.2%2.6%1.0%23.2%
Valuation
P/E131.56131.56———
EV/EBITDA20.4220.42———
P/B3.783.78———
Growth & Yield
Revenue Growth17.7%17.7%27.7%-27.9%—
EPS Growth33.3%33.3%125.0%-94.1%—
Dividend Yield0.2%0.2%———

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

118.1%

muy exigente

EPS terminal req.

$3.74

Spread vs growth

-84.8%

5Y implied EPS CAGR

65.9%

muy exigente

EPS terminal req.

$4.52

Spread vs growth

-32.5%

10Y implied EPS CAGR

35.1%

muy exigente

EPS terminal req.

$7.28

Spread vs growth

-1.7%

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 · available periodreconcilia total +6.3%

Total return

+6.3%

Start / end P/E

147.0x → 116.9x

EPS bridge

0.27 → 0.36

Residual

-6.8%

EPS growth+33.3%
Multiple rerating-20.5%
Dividend+0.2%
Residual / FX / buybacks / cross-term-6.8%

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.