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000897.SZ$2.00+3.63%
Fair $2.00+0.0%

000897.SZ

Tianjin Jinbin Development Co.,Ltd

Real Estate / Real Estate - DevelopmentShenzhen

$2.00

+0.07 (+3.63%)

Fairly Valued+0.0%Fair Value $2.00Fund rank 30/100 · Data gapFallback financials|
SA 20/D
F-Score: 1/9
Declining RevenueMargin 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 56.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

20/100

D

Piotroski

1/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 3unknown: 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. Revenue has declined for 2 consecutive years Operating margin has declined for 3 consecutive years ROE is -1.4%, below the 5% threshold
Thesis & Journal · 000897.SZLocal privado en este navegador · Tianjin Jinbin Development 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

$3.2B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-1.4%

↓

Gross Margin

37.7%

↓

Debt/Equity

0.09

↓
52-Week Range$2
$2$3

TradingView lightweight chart

000897.SZ price, volumen y niveles de valoración

Último $2.000Periodo +7.5%
Fair value: $2.000

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

-33.8%

FCF CAGR

—

FCF margin

-297.1%

FCF / Net income

28.38x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $412.5M · net income $-43.2M · FCF $-1.23B

2022-FY → 2025-FY

Gross margin

37.7%-14.1% pts

Operating margin

3.9%-21.3% pts

Net margin

-10.5%-29.0% pts

FCF margin

-297.1%-359.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$412.5M$412.5M$2.83B$3.06B$1.42B
Net Income$-43.2M$-43.2M$508.5M$524.9M$263.2M
EBITDA$-23.9M$-23.9M$655.5M$724.1M$380.4M
EPS-0.03-0.030.310.320.16
Gross Margin37.7%37.7%26.4%43.9%51.8%
Operating Margin3.9%3.9%16.1%22.6%25.3%
Net Margin-10.5%-10.5%18.0%17.1%18.5%
Balance Sheet
Debt/Equity0.090.090.000.000.05
Current Ratio3.223.22———
Cash Flow
Free Cash Flow$-1.23B$-1.23B$-450.6M$-319.3M$892.6M
Returns
ROE-1.4%-1.4%15.9%19.4%12.1%
Valuation
P/E——7.007.2714.38
EV/EBITDA——3.723.586.78
P/B1.071.071.111.411.74
Growth & Yield
Revenue Growth-85.4%-85.4%-7.6%115.7%—
EPS Growth-108.5%-108.5%-3.1%99.4%—
Dividend Yield4.5%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 -9.3%

Total return

-9.3%

Start / end P/E

n/dx → n/dx

EPS bridge

0.31 → -0.03

Residual

-13.8%

EPS growthn/d
Multiple reratingn/d
Dividend+4.5%
Residual / FX / buybacks / cross-term-13.8%

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.