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688620.SS$11.77-1.92%
Fair $11.77+0.0%

688620.SS

Guangzhou Anyka Microelectronics Co., Ltd.

Technology / SemiconductorsShanghai

$11.77

-0.23 (-1.92%)

Fairly Valued+0.0%Fair Value $11.77Fund rank 28/100 · Data gapFallback financials|
SA 24/D
F-Score: 2/9
Margin CompressionLow 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 22%

FCF escenarios

weak_data · normalized FCF $-88.1M · quality 63.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 30/100Data 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

24/100

D

Piotroski

2/9

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. Operating margin has declined for 3 consecutive years ROE is -10.9%, below the 5% threshold
Thesis & Journal · 688620.SSLocal privado en este navegador · Guangzhou Anyka Microelectronics 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

$4.6B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-10.9%

↓

Gross Margin

13.6%

↓

Debt/Equity

0.14

↓
52-Week Range$12
$10$16

TradingView lightweight chart

688620.SS price, volumen y niveles de valoración

Último $11.77Periodo -17.6%
Fair value: $11.77

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

—

FCF margin

-16.4%

FCF / Net income

0.63x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $537.0M · net income $-140.4M · FCF $-88.1M

2022-FY → 2025-FY

Gross margin

13.6%-16.4% pts

Operating margin

-24.4%-31.7% pts

Net margin

-26.1%-34.0% pts

FCF margin

-16.4%-6.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$537.0M$537.0M$527.1M$572.5M$508.9M
Net Income$-140.4M$-140.4M$-56.8M$26.8M$39.8M
EBITDA$-92.3M$-92.3M$-16.2M$56.8M$71.7M
EPS-0.36-0.36-0.150.080.14
Gross Margin13.6%13.6%18.3%25.8%30.0%
Operating Margin-24.4%-24.4%-15.3%0.7%7.3%
Net Margin-26.1%-26.1%-10.8%4.7%7.8%
Balance Sheet
Debt/Equity0.140.140.100.040.19
Current Ratio2.072.07———
Cash Flow
Free Cash Flow$-88.1M$-88.1M$-94.2M$-19.1M$-50.2M
Returns
ROE-10.9%-10.9%-3.9%1.8%6.9%
Valuation
P/E———140.00—
EV/EBITDA———60.06—
P/B3.553.552.412.45—
Growth & Yield
Revenue Growth1.9%1.9%-7.9%12.5%—
EPS Growth-140.0%-140.0%-287.5%-42.9%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 -0.4%

Total return

-0.4%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.15 → -0.36

Residual

-0.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-0.4%

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.