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000151.SZ$13.74+3.23%
Fair $13.74+0.0%

000151.SZ

China National Complete Plant Import & Export Corporation Limited

Industrials / Industrial DistributionShenzhen

$13.74

+0.43 (+3.23%)

Fairly Valued+0.0%Fair Value $13.74Fund rank 24/100 · Data gapFallback financials|
SA 39/D
F-Score: 5/9
Declining Revenue

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 17%

FCF escenarios

weak_data · normalized FCF $-18.9M · quality 39.7/100

Data gap 24/100
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

39/100

D

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: 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. Revenue has declined for 3 consecutive years
Thesis & Journal · 000151.SZLocal privado en este navegador · China National Complete Plant Import & Export Corporation 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

$4.8B

P/E

11.6x

↓

EV/EBITDA

10.7x

↑

ROE

50.0%

↑

Gross Margin

15.3%

↓

Debt/Equity

0.66

↑
52-Week Range$14
$11$16

TradingView lightweight chart

000151.SZ price, volumen y niveles de valoración

Último $13.74Periodo +52.9%
Fair value: $13.74

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

-35.6%

FCF CAGR

—

FCF margin

-22.1%

FCF / Net income

-0.69x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.13B · net income $359.6M · FCF $-249.7M

2022-FY → 2025-FY

Gross margin

15.3%+9.2% pts

Operating margin

-0.8%-0.9% pts

Net margin

31.8%+39.7% pts

FCF margin

-22.1%-24.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.13B$1.13B$1.23B$3.07B$4.22B
Net Income$359.6M$359.6M$-305.5M$-262.7M$-332.3M
EBITDA$379.5M$379.5M$-465.8M$-375.6M$-453.0M
EPS1.071.07-0.91-0.78-0.99
Gross Margin15.3%15.3%-6.4%-6.1%6.2%
Operating Margin-0.8%-0.8%-26.4%-15.4%0.1%
Net Margin31.8%31.8%-24.9%-8.6%-7.9%
Balance Sheet
Debt/Equity0.660.661.741.381.58
Current Ratio1.161.16———
Cash Flow
Free Cash Flow$-249.7M$-249.7M$-18.9M$574.5M$94.8M
Returns
ROE50.0%50.0%-82.6%-39.6%-42.3%
Valuation
P/E11.6411.64———
EV/EBITDA10.7010.70———
P/B6.416.4112.245.685.64
Growth & Yield
Revenue Growth-7.9%-7.9%-60.0%-27.3%—
EPS Growth218.1%218.1%-16.3%21.0%—

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

4.4%

fácil

EPS terminal req.

$1.22

Spread vs growth

213.7%

5Y implied EPS CAGR

6.6%

razonable

EPS terminal req.

$1.48

Spread vs growth

211.5%

10Y implied EPS CAGR

8.3%

razonable

EPS terminal req.

$2.38

Spread vs growth

209.8%

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 -4.0%

Total return

-4.0%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.91 → 1.07

Residual

-4.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-4.0%

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.