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688369.SS$22.37+5.32%
Fair $22.37+0.0%

688369.SS

BeiJing Seeyon Internet Software Corp.

Technology / Software - ApplicationShanghai

$22.37

+1.13 (+5.32%)

Fairly Valued+0.0%Fair Value $22.37Fund rank 30/100 · Data gapFallback financials|
SA 15/F
F-Score: 3/9
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 23%

FCF escenarios

weak_data · normalized FCF $-105.0M · quality 67.7/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 35/100Data 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

15/100

F

Piotroski

3/9

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 -28.2%, below the 5% threshold
Thesis & Journal · 688369.SSLocal privado en este navegador · BeiJing Seeyon Internet Software Corp.
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

$2.6B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-28.2%

↓

Gross Margin

56.8%

↑

Debt/Equity

0.04

↓
52-Week Range$22
$21$36

TradingView lightweight chart

688369.SS price, volumen y niveles de valoración

Último $22.37Periodo -56.7%
Fair value: $22.37

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

-4.4%

FCF CAGR

—

FCF margin

-2.8%

FCF / Net income

0.11x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $903.2M · net income $-231.8M · FCF $-25.0M

2022-FY → 2025-FY

Gross margin

56.8%-15.4% pts

Operating margin

-24.5%-32.3% pts

Net margin

-25.7%-34.8% pts

FCF margin

-2.8%+11.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$903.2M$903.2M$846.5M$1.04B$1.03B
Net Income$-231.8M$-231.8M$-235.6M$-50.0M$94.1M
EBITDA$-207.2M$-207.2M$-208.7M$-949420.26$135.3M
EPS-2.01-2.01-2.05-0.440.82
Gross Margin56.8%56.8%64.2%68.4%72.2%
Operating Margin-24.5%-24.5%-25.3%-2.7%7.8%
Net Margin-25.7%-25.7%-27.8%-4.8%9.1%
Balance Sheet
Debt/Equity0.040.040.040.030.04
Current Ratio1.711.71———
Cash Flow
Free Cash Flow$-25.0M$-25.0M$-105.0M$-126.7M$-145.8M
Returns
ROE-28.2%-28.2%-22.5%-3.6%6.5%
Valuation
P/E————59.76
EV/EBITDA————32.98
P/B3.263.261.982.573.88
Growth & Yield
Revenue Growth6.7%6.7%-19.0%1.2%—
EPS Growth2.0%2.0%-365.9%-153.7%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 -17.1%

Total return

-17.1%

Start / end P/E

n/dx → n/dx

EPS bridge

-2.05 → -2.01

Residual

-17.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-17.1%

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.