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v0.1
XNET$5.98-1.32%
Fair $5.98+0.0%

XNET

Xunlei Limited

Technology / Software - InfrastructureNasdaqGS

$5.98

-0.08 (-1.32%)

Fairly Valued+0.0%Fair Value $5.98Fund rank 38/100 · Data gapFallback financials|
SA 60/B
F-Score: 5/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $22.6M · quality 80.7/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 79/100Data 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

60/100

B

Piotroski

5/9

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 · XNETLocal privado en este navegador · Xunlei Limited
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

$381M

P/E

0.4x

↓

EV/EBITDA

0.3x

↓

ROE

76.3%

↑

Gross Margin

47.2%

↑

Debt/Equity

0.06

↓
52-Week Range$6
$4$11

TradingView lightweight chart

XNET price, volumen y niveles de valoración

Último $5.980Periodo -59.9%
Fair value: $5.980

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

+10.5%

FCF CAGR

-9.6%

FCF margin

5.8%

FCF / Net income

0.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $460.4M · net income $1.05B · FCF $26.7M

2022-FY → 2025-FY

Gross margin

47.2%+5.8% pts

Operating margin

1.7%-2.3% pts

Net margin

227.7%+221.4% pts

FCF margin

5.8%-4.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$460.4M$460.4M$323.1M$363.7M$341.5M
Net Income$1.05B$1.05B$1.2M$14.2M$21.5M
EBITDA$1.06B$1.06B$5.3M$26.0M$29.3M
EPS16.5616.560.020.220.32
Gross Margin47.2%47.2%51.9%44.8%41.4%
Operating Margin1.7%1.7%1.9%0.4%4.0%
Net Margin227.7%227.7%0.4%3.9%6.3%
Balance Sheet
Debt/Equity0.060.060.090.070.10
Current Ratio1.921.92———
Cash Flow
Free Cash Flow$26.7M$26.7M$22.6M$21.2M$36.1M
Returns
ROE76.3%76.3%0.4%4.4%6.9%
Valuation
P/E0.440.44107.897.036.42
EV/EBITDA0.280.28-3.18-1.84-0.24
P/B0.280.280.410.310.44
Growth & Yield
Revenue Growth42.5%42.5%-11.2%6.5%—
EPS Growth87071.1%87071.1%-91.3%-31.8%—

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

-68.2%

fácil

EPS terminal req.

$0.53

Spread vs growth

87139.3%

5Y implied EPS CAGR

-47.8%

fácil

EPS terminal req.

$0.64

Spread vs growth

87118.9%

10Y implied EPS CAGR

-24.2%

fácil

EPS terminal req.

$1.03

Spread vs growth

87095.3%

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 · 1Y approxreconcilia total +6.6%

Total return

+6.6%

Start / end P/E

295.3x → 0.4x

EPS bridge

0.02 → 16.56

Residual

-86964.6%

EPS growth+87071.1%
Multiple rerating-99.9%
Dividend+0.0%
Residual / FX / buybacks / cross-term-86964.6%

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.