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688259.SS$37.29+0.19%
Fair $37.29+0.0%

688259.SS

Triductor Technology (Suzhou) Inc.

Technology / SemiconductorsShanghai

$37.29

+0.07 (+0.19%)

Fairly Valued+0.0%Fair Value $37.29Fund rank 24/100 · Data gapFallback financials|
SA 43/C
F-Score: 6/9
Declining Revenue

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 18%

FCF escenarios

weak_data · normalized FCF $8.6M · quality 43.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 4/100Data 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

43/100

C

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. Revenue has declined for 3 consecutive years
Thesis & Journal · 688259.SSLocal privado en este navegador · Triductor Technology (Suzhou) Inc.
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

$4.2B

P/E

54.0x

↑

EV/EBITDA

33.0x

↑

ROE

5.0%

↑

Gross Margin

30.9%

↓

Debt/Equity

0.02

↓
52-Week Range$37
$34$51

TradingView lightweight chart

688259.SS price, volumen y niveles de valoración

Último $37.29Periodo -40.8%
Fair value: $37.29

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

-27.0%

FCF CAGR

—

FCF margin

2.4%

FCF / Net income

0.11x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $361.8M · net income $79.0M · FCF $8.6M

2022-FY → 2025-FY

Gross margin

30.9%+2.4% pts

Operating margin

13.1%+8.0% pts

Net margin

21.8%+12.1% pts

FCF margin

2.4%+23.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$361.8M$361.8M$592.1M$661.1M$931.7M
Net Income$79.0M$79.0M$60.5M$58.4M$91.0M
EBITDA$123.3M$123.3M$117.5M$138.3M$133.2M
EPS0.710.710.540.520.83
Gross Margin30.9%30.9%27.5%31.8%28.5%
Operating Margin13.1%13.1%7.0%4.7%5.1%
Net Margin21.8%21.8%10.2%8.8%9.8%
Balance Sheet
Debt/Equity0.020.020.070.080.00
Current Ratio6.546.54———
Cash Flow
Free Cash Flow$8.6M$8.6M$-118.7M$117.7M$-198.1M
Returns
ROE5.0%5.0%4.0%3.9%6.1%
Valuation
P/E54.0454.0462.1997.5364.53
EV/EBITDA32.9832.9831.7939.9041.75
P/B2.652.652.473.783.95
Growth & Yield
Revenue Growth-38.9%-38.9%-10.4%-29.0%—
EPS Growth31.5%31.5%3.8%-37.2%—
Dividend Yield0.7%0.7%———

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

67.0%

muy exigente

EPS terminal req.

$3.31

Spread vs growth

-35.6%

5Y implied EPS CAGR

41.3%

muy exigente

EPS terminal req.

$4.00

Spread vs growth

-9.9%

10Y implied EPS CAGR

24.7%

exigente

EPS terminal req.

$6.45

Spread vs growth

6.8%

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 -14.7%

Total return

-14.7%

Start / end P/E

81.6x → 52.5x

EPS bridge

0.54 → 0.71

Residual

-11.2%

EPS growth+31.5%
Multiple rerating-35.7%
Dividend+0.7%
Residual / FX / buybacks / cross-term-11.2%

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.