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688389.SS$11.45-2.47%
Fair $11.45+0.0%

688389.SS

Shenzhen Lifotronic Technology Co., Ltd.

Healthcare / Medical DevicesShanghai

$11.45

-0.29 (-2.47%)

Fairly Valued+0.0%Fair Value $11.45Fund rank 36/100 · Data gapFallback financials|
SA 36/D
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $234.5M · quality 76.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 74/100Data 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

36/100

D

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 · 688389.SSLocal privado en este navegador · Shenzhen Lifotronic Technology 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

$4.9B

P/E

30.1x

↑

EV/EBITDA

16.9x

↑

ROE

8.7%

↑

Gross Margin

63.2%

↑

Debt/Equity

0.19

↓
52-Week Range$11
$11$15

TradingView lightweight chart

688389.SS price, volumen y niveles de valoración

Último $11.45Periodo -41.7%
Fair value: $11.45

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

+1.8%

FCF CAGR

+30.9%

FCF margin

19.0%

FCF / Net income

1.07x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.04B · net income $184.2M · FCF $197.5M

2022-FY → 2025-FY

Gross margin

63.2%+4.7% pts

Operating margin

18.1%-4.9% pts

Net margin

17.8%-7.8% pts

FCF margin

19.0%+10.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.04B$1.04B$1.15B$1.15B$983.0M
Net Income$184.2M$184.2M$345.4M$328.6M$251.5M
EBITDA$221.1M$221.1M$420.3M$375.5M$283.2M
EPS0.430.430.810.770.60
Gross Margin63.2%63.2%67.2%63.0%58.5%
Operating Margin18.1%18.1%31.8%30.9%23.0%
Net Margin17.8%17.8%30.1%28.7%25.6%
Balance Sheet
Debt/Equity0.190.190.290.140.09
Current Ratio4.344.34———
Cash Flow
Free Cash Flow$197.5M$197.5M$234.5M$255.2M$88.1M
Returns
ROE8.7%8.7%16.8%18.3%17.5%
Valuation
P/E30.1330.1317.7226.7732.30
EV/EBITDA16.8716.8711.8920.5825.86
P/B2.322.322.984.895.64
Growth & Yield
Revenue Growth-9.6%-9.6%0.2%16.5%—
EPS Growth-46.9%-46.9%5.2%28.3%—

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

33.2%

muy exigente

EPS terminal req.

$1.02

Spread vs growth

-80.1%

5Y implied EPS CAGR

23.4%

exigente

EPS terminal req.

$1.23

Spread vs growth

-70.3%

10Y implied EPS CAGR

16.5%

exigente

EPS terminal req.

$1.98

Spread vs growth

-63.4%

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 -14.0%

Total return

-14.0%

Start / end P/E

16.4x → 26.6x

EPS bridge

0.81 → 0.43

Residual

-29.1%

EPS growth-46.9%
Multiple rerating+61.9%
Dividend+0.0%
Residual / FX / buybacks / cross-term-29.1%

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.