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688307.SS$67.84+0.80%
Fair $67.84+0.0%

688307.SS

Jiaxing ZMAX Optech Co., Ltd.

Technology / Electronic ComponentsShanghai

$67.84

+0.54 (+0.80%)

Fairly Valued+0.0%Fair Value $67.84Fund rank 27/100 · Data gapFallback financials|
SA 60/B
F-Score: 4/9

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 $50.1M · quality 47.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

60/100

B

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: 0unknown: 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.
Thesis & Journal · 688307.SSLocal privado en este navegador · Jiaxing ZMAX Optech 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

123.3x

↑

EV/EBITDA

54.9x

↑

ROE

7.0%

↑

Gross Margin

32.5%

↑

Debt/Equity

0.21

↓
52-Week Range$68
$19$100

TradingView lightweight chart

688307.SS price, volumen y niveles de valoración

Último $67.84Periodo +96.7%
Fair value: $67.84

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

+17.7%

FCF CAGR

—

FCF margin

-14.2%

FCF / Net income

-1.48x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $658.1M · net income $63.0M · FCF $-93.4M

2022-FY → 2025-FY

Gross margin

32.5%-0.2% pts

Operating margin

9.9%-1.8% pts

Net margin

9.6%-0.6% pts

FCF margin

-14.2%-9.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$658.1M$658.1M$454.7M$378.9M$404.0M
Net Income$63.0M$63.0M$53.4M$36.3M$41.1M
EBITDA$106.1M$106.1M$80.8M$58.2M$65.2M
EPS0.710.710.610.430.62
Gross Margin32.5%32.5%33.9%33.6%32.7%
Operating Margin9.9%9.9%11.1%8.0%11.7%
Net Margin9.6%9.6%11.8%9.6%10.2%
Balance Sheet
Debt/Equity0.210.210.010.030.15
Current Ratio1.981.98———
Cash Flow
Free Cash Flow$-93.4M$-93.4M$50.1M$54.7M$-17.4M
Returns
ROE7.0%7.0%6.2%4.3%11.2%
Valuation
P/E123.35123.3527.1948.79—
EV/EBITDA54.9354.9312.7122.94—
P/B6.676.671.692.11—
Growth & Yield
Revenue Growth44.7%44.7%20.0%-6.2%—
EPS Growth16.4%16.4%41.9%-30.6%—
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

103.9%

muy exigente

EPS terminal req.

$6.02

Spread vs growth

-87.5%

5Y implied EPS CAGR

59.3%

muy exigente

EPS terminal req.

$7.28

Spread vs growth

-42.9%

10Y implied EPS CAGR

32.4%

muy exigente

EPS terminal req.

$11.73

Spread vs growth

-16.0%

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 +238.5%

Total return

+238.5%

Start / end P/E

32.9x → 95.5x

EPS bridge

0.61 → 0.71

Residual

+31.2%

EPS growth+16.4%
Multiple rerating+190.2%
Dividend+0.7%
Residual / FX / buybacks / cross-term+31.2%

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.