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688631.SS$46.80-3.13%
Fair $46.80+0.0%

688631.SS

Nanjing LES Information Technology Co., Ltd.

Technology / Information Technology ServicesShanghai

$46.80

-1.51 (-3.13%)

Fairly Valued+0.0%Fair Value $46.80Fund rank 28/100 · Data gapFallback financials|
SA 34/D
F-Score: 3/9
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 $29.6M · quality 48.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

34/100

D

Piotroski

3/9

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 2.9%, below the 5% threshold
Thesis & Journal · 688631.SSLocal privado en este navegador · Nanjing LES Information 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

$7.7B

P/E

133.7x

↑

EV/EBITDA

90.0x

↑

ROE

2.9%

↓

Gross Margin

32.3%

↑

Debt/Equity

0.00

↓
52-Week Range$47
$47$94

TradingView lightweight chart

688631.SS price, volumen y niveles de valoración

Último $46.80Periodo -48.0%
Fair value: $46.80

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

-6.9%

FCF CAGR

—

FCF margin

-19.2%

FCF / Net income

-4.43x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.27B · net income $55.3M · FCF $-244.9M

2022-FY → 2025-FY

Gross margin

32.3%+4.6% pts

Operating margin

7.4%-0.7% pts

Net margin

4.3%-1.3% pts

FCF margin

-19.2%-22.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.27B$1.27B$1.61B$1.68B$1.58B
Net Income$55.3M$55.3M$129.0M$132.1M$89.5M
EBITDA$75.9M$75.9M$154.1M$163.9M$116.9M
EPS0.340.340.790.920.73
Gross Margin32.3%32.3%29.5%26.7%27.6%
Operating Margin7.4%7.4%11.4%8.9%8.1%
Net Margin4.3%4.3%8.0%7.9%5.7%
Balance Sheet
Debt/Equity0.000.000.000.000.29
Current Ratio2.292.29———
Cash Flow
Free Cash Flow$-244.9M$-244.9M$29.6M$62.2M$51.7M
Returns
ROE2.9%2.9%6.7%7.1%11.7%
Valuation
P/E133.71133.71———
EV/EBITDA89.9689.96———
P/B3.973.97———
Growth & Yield
Revenue Growth-20.9%-20.9%-3.9%6.3%—
EPS Growth-57.0%-57.0%-14.1%26.0%—
Dividend Yield0.8%0.8%———

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

130.3%

muy exigente

EPS terminal req.

$4.15

Spread vs growth

-187.3%

5Y implied EPS CAGR

71.4%

muy exigente

EPS terminal req.

$5.02

Spread vs growth

-128.3%

10Y implied EPS CAGR

37.3%

muy exigente

EPS terminal req.

$8.09

Spread vs growth

-94.3%

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 · available periodreconcilia total -47.2%

Total return

-47.2%

Start / end P/E

114.0x → 137.6x

EPS bridge

0.79 → 0.34

Residual

-11.8%

EPS growth-57.0%
Multiple rerating+20.7%
Dividend+0.8%
Residual / FX / buybacks / cross-term-11.8%

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.