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688693.SS$104.05-1.12%
Fair $104.05+0.0%

688693.SS

Suzhou Convert Semiconductor CO., LTD.

Technology / Electronic ComponentsShanghai

$104.05

-1.18 (-1.12%)

Fairly Valued+0.0%Fair Value $104.05Fund rank 28/100 · Data gapFallback financials|
SA 40/C
F-Score: 3/9
Low 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 23%

FCF escenarios

weak_data · normalized FCF $-66.1M · quality 68.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 32/100Data 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

40/100

C

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: 1unknown: 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. ROE is -11.4%, below the 5% threshold
Thesis & Journal · 688693.SSLocal privado en este navegador · Suzhou Convert Semiconductor 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

N/A

•

EV/EBITDA

N/A

•

ROE

-11.4%

↓

Gross Margin

32.9%

↑

Debt/Equity

0.02

↓
52-Week Range$104
$30$149

TradingView lightweight chart

688693.SS price, volumen y niveles de valoración

Último $104.05Periodo +21.7%
Fair value: $104.05

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

+2.6%

FCF CAGR

—

FCF margin

-42.0%

FCF / Net income

1.18x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $254.6M · net income $-90.8M · FCF $-107.0M

2022-FY → 2025-FY

Gross margin

32.9%-13.3% pts

Operating margin

-24.2%-55.2% pts

Net margin

-35.7%-61.6% pts

FCF margin

-42.0%-16.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$254.6M$254.6M$130.1M$213.7M$235.4M
Net Income$-90.8M$-90.8M$-97.2M$17.8M$61.1M
EBITDA$-73.9M$-73.9M$-85.5M$33.0M$74.6M
EPS-1.24-1.24-1.320.291.11
Gross Margin32.9%32.9%36.0%45.1%46.2%
Operating Margin-24.2%-24.2%-47.4%14.1%31.0%
Net Margin-35.7%-35.7%-74.7%8.3%26.0%
Balance Sheet
Debt/Equity0.020.020.010.000.08
Current Ratio5.925.92———
Cash Flow
Free Cash Flow$-107.0M$-107.0M$-66.1M$-55.4M$-60.3M
Returns
ROE-11.4%-11.4%-10.7%1.7%18.0%
Valuation
P/E———145.48—
EV/EBITDA———66.56—
P/B9.599.592.482.53—
Growth & Yield
Revenue Growth95.6%95.6%-39.1%-9.2%—
EPS Growth6.1%6.1%-555.2%-73.9%—

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 +229.7%

Total return

+229.7%

Start / end P/E

n/dx → n/dx

EPS bridge

-1.32 → -1.24

Residual

+229.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+229.7%

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.