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Recent

v0.1
LOT$1.33+3.91%
Fair $1.33+0.0%

LOT

Lotus Technology Inc.

Consumer Cyclical / Auto ManufacturersNasdaqGS

$1.33

+0.05 (+3.91%)

Fairly Valued+0.0%Fair Value $1.33Fund rank 28/100 · Data gapFallback financials|
SA 35/D
F-Score: 4/9

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 $-600.6M · quality 52.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

35/100

D

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 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.
Thesis & Journal · LOTLocal privado en este navegador · Lotus Technology Inc.
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

$861M

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

35.1%

↑

Gross Margin

8.7%

↓

Debt/Equity

-1.39

↓
52-Week Range$1
$1$3

TradingView lightweight chart

LOT price, volumen y niveles de valoración

Último $1.330Periodo -86.5%
Fair value: $1.330

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

+278.7%

FCF CAGR

—

FCF margin

-79.6%

FCF / Net income

0.89x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $519.1M · net income $-464.2M · FCF $-413.3M

2022-FY → 2025-FY

Gross margin

8.7%-15.4% pts

Operating margin

-71.5%+7121.2% pts

Net margin

-89.4%+7485.3% pts

FCF margin

-79.6%+4992.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$519.1M$519.1M$924.3M$679.0M$9.6M
Net Income$-464.2M$-464.2M$-1.10B$-742.0M$-723.9M
EBITDA$-332.2M$-332.2M$-970.4M$-682.9M$-702.9M
EPS-0.72-0.72-1.72-1.12-1.08
Gross Margin8.7%8.7%3.2%15.0%24.1%
Operating Margin-71.5%-71.5%-85.1%-108.4%-7192.8%
Net Margin-89.4%-89.4%-119.5%-109.3%-7574.8%
Balance Sheet
Debt/Equity-1.39-1.39-1.39-0.78-1.46
Current Ratio0.380.38———
Cash Flow
Free Cash Flow$-413.3M$-413.3M$-905.9M$-600.6M$-484.8M
Returns
ROE35.1%35.1%129.6%61.6%160.0%
Growth & Yield
Revenue Growth-43.8%-43.8%36.1%7004.8%—
EPS Growth58.1%58.1%-53.0%-4.5%—

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 -37.9%

Total return

-37.9%

Start / end P/E

n/dx → n/dx

EPS bridge

-1.72 → -0.72

Residual

-37.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-37.9%

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.