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000652.SZ$3.83+2.68%
Fair $3.83+0.0%

000652.SZ

Tianjin TEDA Resources Recycling Group Co., Ltd.

Industrials / ConglomeratesShenzhen

$3.83

+0.10 (+2.68%)

Fairly Valued+0.0%Fair Value $3.83Fund rank 19/100 · Data gapFallback financials|
SA 14/F
F-Score: 2/9
High DebtDeclining RevenueLow 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 14%

FCF escenarios

weak_data · normalized FCF $-559.2M · quality 34.0/100

Data gap 19/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

14/100

F

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 5Warnings: 3unknown: 5
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Debt-to-Equity ratio is 4.16, above the 2.0 threshold Revenue has declined for 2 consecutive years ROE is -5.3%, below the 5% threshold
Thesis & Journal · 000652.SZLocal privado en este navegador · Tianjin TEDA Resources Recycling Group 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

$5.6B

P/E

N/A

•

EV/EBITDA

29.8x

↑

ROE

-5.3%

↓

Gross Margin

5.3%

↓

Debt/Equity

4.16

↑
52-Week Range$4
$4$5

TradingView lightweight chart

000652.SZ price, volumen y niveles de valoración

Último $3.830Periodo +27.7%
Fair value: $3.830

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2025 · 4 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

-3.4%

FCF / Net income

2.13x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $17.87B · net income $-286.1M · FCF $-608.2M

2021-FY → 2025-FY

Gross margin

5.3%— pts

Operating margin

3.7%— pts

Net margin

-1.6%— pts

FCF margin

-3.4%— pts
MetricTTM
2025
2024
2023
2022
2021
Income Statement
Revenue$17.87B$17.87B$19.07B$21.07B$20.25B—
Net Income$-286.1M$-286.1M$114.1M$182.8M$178.2M—
EBITDA$826.0M$826.0M$717.4M$1.33B$1.19B—
EPS-0.19-0.190.080.120.12—
Gross Margin5.3%5.3%3.3%6.3%6.8%—
Operating Margin3.7%3.7%1.9%5.4%5.4%—
Net Margin-1.6%-1.6%0.6%0.9%0.9%—
Balance Sheet
Debt/Equity4.164.163.483.472.77—
Current Ratio1.131.13————
Cash Flow
Free Cash Flow$-608.2M$-608.2M$-559.2M$-152.3M$-725.1M—
Returns
ROE-5.3%-5.3%2.0%3.2%3.2%—
Valuation
P/E——48.1232.8533.89—
EV/EBITDA29.8129.8130.8216.7414.94—
P/B1.041.040.961.061.10—
Growth & Yield
Revenue Growth-6.3%-6.3%-9.5%4.0%——
EPS Growth-351.1%-351.1%-37.6%2.7%——
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%
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 -0.3%

Total return

-0.3%

Start / end P/E

n/dx → n/dx

EPS bridge

0.08 → -0.19

Residual

-1.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.8%
Residual / FX / buybacks / cross-term-1.0%

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.