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688589.SS$20.84-3.16%
Fair $20.84+0.0%

688589.SS

Leaguer (Shenzhen) Microelectronics Corp.

Technology / SemiconductorsShanghai

$20.84

-0.68 (-3.16%)

Fairly Valued+0.0%Fair Value $20.84Fund rank 29/100 · Data gapFallback financials|
SA 28/D
F-Score: 4/9
Declining RevenueLow 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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $43.0M · quality 49.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

28/100

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: 2unknown: 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. Revenue has declined for 2 consecutive years ROE is 2.0%, below the 5% threshold
Thesis & Journal · 688589.SSLocal privado en este navegador · Leaguer (Shenzhen) Microelectronics 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

$3.0B

P/E

1042.0x

↑

EV/EBITDA

40.4x

↑

ROE

2.0%

↓

Gross Margin

45.3%

↑

Debt/Equity

0.32

↑
52-Week Range$21
$20$28

TradingView lightweight chart

688589.SS price, volumen y niveles de valoración

Último $20.84Periodo -62.0%
Fair value: $20.84

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

-10.8%

FCF CAGR

—

FCF margin

9.0%

FCF / Net income

1.56x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $357.9M · net income $20.6M · FCF $32.1M

2022-FY → 2025-FY

Gross margin

45.3%+4.0% pts

Operating margin

7.9%-8.9% pts

Net margin

5.7%-9.2% pts

FCF margin

9.0%+24.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$357.9M$357.9M$548.8M$579.2M$503.8M
Net Income$20.6M$20.6M$84.3M$106.9M$75.1M
EBITDA$67.8M$67.8M$136.0M$146.2M$94.1M
EPS0.140.140.580.730.52
Gross Margin45.3%45.3%44.5%41.0%41.3%
Operating Margin7.9%7.9%18.9%20.9%16.9%
Net Margin5.7%5.7%15.4%18.5%14.9%
Balance Sheet
Debt/Equity0.320.320.300.290.03
Current Ratio12.8112.81———
Cash Flow
Free Cash Flow$32.1M$32.1M$43.0M$235.3M$-77.4M
Returns
ROE2.0%2.0%7.9%10.6%9.2%
Valuation
P/E1042.001042.0036.5236.1648.53
EV/EBITDA40.3640.3619.8022.3335.77
P/B2.922.922.883.834.47
Growth & Yield
Revenue Growth-34.8%-34.8%-5.2%15.0%—
EPS Growth-75.9%-75.9%-20.9%40.8%—
Dividend Yield1.4%1.4%———

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

136.4%

muy exigente

EPS terminal req.

$1.85

Spread vs growth

-212.2%

5Y implied EPS CAGR

74.1%

muy exigente

EPS terminal req.

$2.24

Spread vs growth

-149.9%

10Y implied EPS CAGR

38.4%

muy exigente

EPS terminal req.

$3.60

Spread vs growth

-114.2%

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 -0.5%

Total return

-0.5%

Start / end P/E

36.6x → 148.9x

EPS bridge

0.58 → 0.14

Residual

-232.4%

EPS growth-75.9%
Multiple rerating+306.3%
Dividend+1.4%
Residual / FX / buybacks / cross-term-232.4%

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.