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688386.SS$80.29+0.36%
Fair $80.29+0.0%

688386.SS

Pan Asian Microvent Tech (Jiangsu) Corporation

Basic Materials / Specialty ChemicalsShanghai

$80.29

+0.29 (+0.36%)

Fairly Valued+0.0%Fair Value $80.29Fund rank 24/100 · Data gapFallback financials|
SA 48/C
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 16%

FCF escenarios

weak_data · normalized FCF $7.8M · quality 36.3/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

48/100

C

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 688386.SSLocal privado en este navegador · Pan Asian Microvent Tech (Jiangsu) 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

$8.0B

P/E

70.4x

↑

EV/EBITDA

38.9x

↑

ROE

13.0%

↑

Gross Margin

45.4%

↑

Debt/Equity

0.78

↑
52-Week Range$80
$40$103

TradingView lightweight chart

688386.SS price, volumen y niveles de valoración

Último $80.29Periodo +126.1%
Fair value: $80.29

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

+25.6%

FCF CAGR

—

FCF margin

-19.9%

FCF / Net income

-1.32x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $722.8M · net income $108.6M · FCF $-143.6M

2022-FY → 2025-FY

Gross margin

45.4%-0.1% pts

Operating margin

24.2%-2.6% pts

Net margin

15.0%+6.4% pts

FCF margin

-19.9%-25.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$722.8M$722.8M$514.8M$410.5M$364.5M
Net Income$108.6M$108.6M$99.2M$86.5M$31.3M
EBITDA$201.2M$201.2M$164.1M$143.3M$78.2M
EPS1.191.191.090.950.35
Gross Margin45.4%45.4%47.0%46.0%45.5%
Operating Margin24.2%24.2%26.9%24.0%26.8%
Net Margin15.0%15.0%19.3%21.1%8.6%
Balance Sheet
Debt/Equity0.780.780.230.170.23
Current Ratio2.302.30———
Cash Flow
Free Cash Flow$-143.6M$-143.6M$16.9M$7.8M$19.7M
Returns
ROE13.0%13.0%13.7%12.7%5.1%
Valuation
P/E70.4370.4320.3529.76144.44
EV/EBITDA38.9138.9113.1518.3558.29
P/B8.778.772.783.767.33
Growth & Yield
Revenue Growth40.4%40.4%25.4%12.6%—
EPS Growth9.2%9.2%14.3%175.6%—
Dividend Yield0.4%0.4%———

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

81.6%

muy exigente

EPS terminal req.

$7.12

Spread vs growth

-72.4%

5Y implied EPS CAGR

48.6%

muy exigente

EPS terminal req.

$8.62

Spread vs growth

-39.4%

10Y implied EPS CAGR

27.8%

muy exigente

EPS terminal req.

$13.88

Spread vs growth

-18.7%

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 · 1Y approxreconcilia total +97.5%

Total return

+97.5%

Start / end P/E

37.4x → 67.5x

EPS bridge

1.09 → 1.19

Residual

+7.4%

EPS growth+9.2%
Multiple rerating+80.5%
Dividend+0.4%
Residual / FX / buybacks / cross-term+7.4%

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.