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000718.SZ$2.07+2.99%
Fair $2.07+0.0%

000718.SZ

Suning Universal Co.,Ltd

Real Estate / Real Estate - DevelopmentShenzhen

$2.07

+0.06 (+2.99%)

Fairly Valued+0.0%Fair Value $2.07Fund rank 35/100 · Data gapFallback financials|
SA 30/D
F-Score: 4/9
Margin CompressionLow Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 7.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 62/100Data 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

30/100

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: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. Operating margin has declined for 3 consecutive years ROE is 0.2%, below the 5% threshold
Thesis & Journal · 000718.SZLocal privado en este navegador · Suning Universal 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

$6.3B

P/E

339.3x

↑

EV/EBITDA

26.3x

↑

ROE

0.2%

↓

Gross Margin

37.7%

↓

Debt/Equity

0.15

↓
52-Week Range$2
$2$4

TradingView lightweight chart

000718.SZ price, volumen y niveles de valoración

Último $2.070Periodo +13.8%
Fair value: $2.070

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

-14.7%

FCF CAGR

-35.9%

FCF margin

14.7%

FCF / Net income

10.94x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.39B · net income $18.6M · FCF $203.4M

2022-FY → 2025-FY

Gross margin

37.7%-24.8% pts

Operating margin

11.8%-24.6% pts

Net margin

1.3%-14.6% pts

FCF margin

14.7%-19.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.39B$1.39B$2.12B$2.11B$2.24B
Net Income$18.6M$18.6M$165.2M$182.1M$358.0M
EBITDA$267.8M$267.8M$398.1M$524.8M$680.8M
EPS0.010.010.050.060.12
Gross Margin37.7%37.7%46.1%59.6%62.5%
Operating Margin11.8%11.8%12.9%30.5%36.4%
Net Margin1.3%1.3%7.8%8.6%16.0%
Balance Sheet
Debt/Equity0.150.150.190.180.23
Current Ratio3.093.09———
Cash Flow
Free Cash Flow$203.4M$203.4M$490.7M$91.9M$773.7M
Returns
ROE0.2%0.2%1.8%1.9%3.8%
Valuation
P/E339.34339.3440.6343.1727.29
EV/EBITDA26.2926.2919.1317.1715.98
P/B0.690.690.710.841.03
Growth & Yield
Revenue Growth-34.6%-34.6%0.4%-5.6%—
EPS Growth-88.8%-88.8%-9.3%-49.2%—
Dividend Yield3.4%3.4%———

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

211.1%

muy exigente

EPS terminal req.

$0.18

Spread vs growth

-299.9%

5Y implied EPS CAGR

105.3%

muy exigente

EPS terminal req.

$0.22

Spread vs growth

-194.0%

10Y implied EPS CAGR

50.3%

muy exigente

EPS terminal req.

$0.36

Spread vs growth

-139.0%

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 -2.5%

Total return

-2.5%

Start / end P/E

40.4x → 339.3x

EPS bridge

0.05 → 0.01

Residual

-656.2%

EPS growth-88.8%
Multiple rerating+739.1%
Dividend+3.4%
Residual / FX / buybacks / cross-term-656.2%

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.