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688721.SS$41.38-4.16%
Fair $41.38+0.0%

688721.SS

Shenzhen Longtu Photomask Co., Ltd.

Technology / Semiconductor Equipment & MaterialsShanghai

$41.38

-1.83 (-4.16%)

Fairly Valued+0.0%Fair Value $41.38Fund rank 25/100 · Data gapFallback financials|
SA 40/C
F-Score: 3/9
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 34% · confianza 20%

FCF escenarios

weak_data · normalized FCF $-292.1M · quality 54.3/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 11/100Data 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: 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 4.6%, below the 5% threshold
Thesis & Journal · 688721.SSLocal privado en este navegador · Shenzhen Longtu Photomask 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

$5.5B

P/E

111.8x

↑

EV/EBITDA

59.7x

↑

ROE

4.6%

↓

Gross Margin

45.3%

↑

Debt/Equity

0.21

↓
52-Week Range$41
$37$59

TradingView lightweight chart

688721.SS price, volumen y niveles de valoración

Último $42.15Periodo +20.8%
Fair value: $41.38

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

+15.2%

FCF CAGR

—

FCF margin

-118.4%

FCF / Net income

-5.21x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $246.7M · net income $56.1M · FCF $-292.1M

2022-FY → 2025-FY

Gross margin

45.3%-15.7% pts

Operating margin

24.7%-19.9% pts

Net margin

22.7%-17.2% pts

FCF margin

-118.4%-89.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$246.7M$246.7M$246.5M$218.3M$161.5M
Net Income$56.1M$56.1M$91.8M$83.6M$64.5M
EBITDA$93.9M$93.9M$120.8M$110.0M$85.1M
EPS0.420.420.830.840.67
Gross Margin45.3%45.3%57.0%58.9%61.0%
Operating Margin24.7%24.7%40.4%42.3%44.6%
Net Margin22.7%22.7%37.3%38.3%39.9%
Balance Sheet
Debt/Equity0.210.210.000.010.01
Current Ratio4.094.09———
Cash Flow
Free Cash Flow$-292.1M$-292.1M$-381.5M$-29.9M$-46.5M
Returns
ROE4.6%4.6%7.6%15.1%13.9%
Valuation
P/E111.84111.8463.24——
EV/EBITDA59.6659.6647.67——
P/B4.564.564.82——
Growth & Yield
Revenue Growth0.1%0.1%12.9%35.1%—
EPS Growth-49.4%-49.4%-1.2%25.4%—
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

106.0%

muy exigente

EPS terminal req.

$3.67

Spread vs growth

-155.4%

5Y implied EPS CAGR

60.3%

muy exigente

EPS terminal req.

$4.44

Spread vs growth

-109.7%

10Y implied EPS CAGR

32.8%

muy exigente

EPS terminal req.

$7.16

Spread vs growth

-82.2%

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 -1.4%

Total return

-1.4%

Start / end P/E

51.9x → 100.4x

EPS bridge

0.83 → 0.42

Residual

-46.0%

EPS growth-49.4%
Multiple rerating+93.2%
Dividend+0.8%
Residual / FX / buybacks / cross-term-46.0%

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.