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688981.SS$132.44-5.34%
Fair $132.44+0.0%

688981.SS

Semiconductor Manufacturing International Corporation

Technology / SemiconductorsShanghai

$132.44

-7.47 (-5.34%)

Fairly Valued+0.0%Fair Value $132.44Fund rank 26/100 · Data gapFallback financials|
SA 61/B
F-Score: 7/9
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 21%

FCF escenarios

weak_data · normalized FCF $-4.5B · quality 60.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

61/100

B

Piotroski

7/9

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 3.2%, below the 5% threshold
Thesis & Journal · 688981.SSLocal privado en este navegador · Semiconductor Manufacturing International Corporation
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

$1.06T

P/E

213.6x

↑

EV/EBITDA

203.1x

↑

ROE

3.2%

↓

Gross Margin

21.0%

↓

Debt/Equity

0.59

↑
52-Week Range$132
$81$159

TradingView lightweight chart

688981.SS price, volumen y niveles de valoración

Último $132.44Periodo +59.7%
Fair value: $132.44

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

+8.6%

FCF CAGR

—

FCF margin

-55.9%

FCF / Net income

-7.60x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $9.33B · net income $685.1M · FCF $-5.21B

2022-FY → 2025-FY

Gross margin

21.0%-17.0% pts

Operating margin

11.2%-13.4% pts

Net margin

7.3%-17.6% pts

FCF margin

-55.9%-43.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$9.33B$9.33B$8.03B$6.32B$7.27B
Net Income$685.1M$685.1M$492.7M$902.5M$1.82B
EBITDA$5.26B$5.26B$4.21B$4.06B$4.61B
EPS0.090.090.060.110.23
Gross Margin21.0%21.0%18.0%19.3%38.0%
Operating Margin11.2%11.2%5.9%5.6%24.6%
Net Margin7.3%7.3%6.1%14.3%25.0%
Balance Sheet
Debt/Equity0.590.590.560.510.45
Current Ratio2.082.08———
Cash Flow
Free Cash Flow$-5.21B$-5.21B$-4.49B$-4.28B$-912.6M
Returns
ROE3.2%3.2%2.4%4.5%9.5%
Valuation
P/E213.61213.611471.83459.82181.22
EV/EBITDA203.07203.07168.83100.1072.15
P/B49.4749.4734.2020.0217.28
Growth & Yield
Revenue Growth16.2%16.2%27.0%-13.1%—
EPS Growth50.0%50.0%-45.5%-52.2%—

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

407.3%

muy exigente

EPS terminal req.

$11.75

Spread vs growth

-357.3%

5Y implied EPS CAGR

175.3%

muy exigente

EPS terminal req.

$14.22

Spread vs growth

-125.3%

10Y implied EPS CAGR

74.0%

muy exigente

EPS terminal req.

$22.90

Spread vs growth

-24.0%

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 +55.8%

Total return

+55.8%

Start / end P/E

1416.8x → 1471.6x

EPS bridge

0.06 → 0.09

Residual

+1.9%

EPS growth+50.0%
Multiple rerating+3.9%
Dividend+0.0%
Residual / FX / buybacks / cross-term+1.9%

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.