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688486.SS$69.90+0.58%
Fair $69.90+0.0%

688486.SS

Lontium Semiconductor Corporation

Technology / SemiconductorsShanghai

$69.90

+0.40 (+0.58%)

Fairly Valued+0.0%Fair Value $69.90Fund rank 30/100 · Data gapFallback financials|
SA 37/D
F-Score: 5/9

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 $69.8M · quality 52.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 65/100Data 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

37/100

D

Piotroski

5/9

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 · 688486.SSLocal privado en este navegador · Lontium Semiconductor 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

$9.3B

P/E

51.0x

↑

EV/EBITDA

43.3x

↑

ROE

11.0%

↑

Gross Margin

54.2%

↑

Debt/Equity

N/A

•
52-Week Range$70
$55$93

TradingView lightweight chart

688486.SS price, volumen y niveles de valoración

Último $69.90Periodo +52.8%
Fair value: $69.90

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

+33.1%

FCF CAGR

+3.7%

FCF margin

4.9%

FCF / Net income

0.16x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $568.2M · net income $171.9M · FCF $27.7M

2022-FY → 2025-FY

Gross margin

54.2%-8.5% pts

Operating margin

27.8%-2.3% pts

Net margin

30.3%+1.5% pts

FCF margin

4.9%-5.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$568.2M$568.2M$466.0M$323.1M$240.9M
Net Income$171.9M$171.9M$144.4M$102.7M$69.2M
EBITDA$203.0M$203.0M$174.2M$124.1M$85.7M
EPS1.301.301.090.810.69
Gross Margin54.2%54.2%55.5%54.0%62.6%
Operating Margin27.8%27.8%27.6%22.7%30.1%
Net Margin30.3%30.3%31.0%31.8%28.7%
Balance Sheet
Debt/Equity——0.000.000.01
Current Ratio25.8025.80———
Cash Flow
Free Cash Flow$27.7M$27.7M$88.1M$69.8M$24.8M
Returns
ROE11.0%11.0%10.1%7.2%21.9%
Valuation
P/E51.0251.0252.4666.24—
EV/EBITDA43.2943.2941.4453.92—
P/B5.935.935.294.76—
Growth & Yield
Revenue Growth21.9%21.9%44.2%34.1%—
EPS Growth19.3%19.3%35.0%16.8%—
Dividend Yield0.9%0.9%———

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

68.3%

muy exigente

EPS terminal req.

$6.20

Spread vs growth

-49.1%

5Y implied EPS CAGR

42.0%

muy exigente

EPS terminal req.

$7.50

Spread vs growth

-22.7%

10Y implied EPS CAGR

25.0%

exigente

EPS terminal req.

$12.09

Spread vs growth

-5.7%

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 +4.6%

Total return

+4.6%

Start / end P/E

61.9x → 53.8x

EPS bridge

1.09 → 1.30

Residual

-2.5%

EPS growth+19.3%
Multiple rerating-13.1%
Dividend+0.9%
Residual / FX / buybacks / cross-term-2.5%

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.