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001205.SZ$14.35+3.68%
Fair $14.35+0.0%

001205.SZ

Nanjing ShengHang Shipping Co., Ltd.

Industrials / Marine ShippingShenzhen

$14.35

+0.51 (+3.68%)

Fairly Valued+0.0%Fair Value $14.35Fund rank 21/100 · Data gapFallback financials|
SA 33/D
F-Score: 5/9
Margin Compression

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 16%

FCF escenarios

weak_data · normalized FCF $-80.7M · quality 33.7/100

Data gap 21/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 0/100Data 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

33/100

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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 001205.SZLocal privado en este navegador · Nanjing ShengHang Shipping 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

$2.7B

P/E

24.3x

↑

EV/EBITDA

9.6x

↓

ROE

5.0%

↓

Gross Margin

23.9%

↓

Debt/Equity

0.87

↑
52-Week Range$14
$14$19

TradingView lightweight chart

001205.SZ price, volumen y niveles de valoración

Último $14.35Periodo -15.6%
Fair value: $14.35

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

+18.4%

FCF CAGR

—

FCF margin

11.0%

FCF / Net income

1.46x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.44B · net income $108.6M · FCF $159.1M

2022-FY → 2025-FY

Gross margin

23.9%-13.0% pts

Operating margin

15.0%-11.4% pts

Net margin

7.5%-11.9% pts

FCF margin

11.0%+63.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.44B$1.44B$1.50B$1.26B$868.2M
Net Income$108.6M$108.6M$137.2M$182.1M$169.1M
EBITDA$455.6M$455.6M$491.7M$454.2M$327.4M
EPS0.580.580.791.081.00
Gross Margin23.9%23.9%25.6%31.4%36.9%
Operating Margin15.0%15.0%16.8%22.9%26.4%
Net Margin7.5%7.5%9.1%14.4%19.5%
Balance Sheet
Debt/Equity0.870.870.911.110.56
Current Ratio0.590.59———
Cash Flow
Free Cash Flow$159.1M$159.1M$-80.7M$-733.6M$-450.9M
Returns
ROE5.0%5.0%6.6%10.6%11.4%
Valuation
P/E24.3224.3221.6415.2726.25
EV/EBITDA9.589.589.409.4015.66
P/B1.251.251.431.623.00
Growth & Yield
Revenue Growth-3.8%-3.8%18.9%45.3%—
EPS Growth-26.7%-26.7%-26.9%7.6%—
Dividend Yield1.1%1.1%———

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

30.1%

muy exigente

EPS terminal req.

$1.27

Spread vs growth

-56.9%

5Y implied EPS CAGR

21.7%

exigente

EPS terminal req.

$1.54

Spread vs growth

-48.4%

10Y implied EPS CAGR

15.7%

exigente

EPS terminal req.

$2.48

Spread vs growth

-42.4%

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 -15.8%

Total return

-15.8%

Start / end P/E

21.9x → 24.8x

EPS bridge

0.79 → 0.58

Residual

-3.6%

EPS growth-26.7%
Multiple rerating+13.5%
Dividend+1.1%
Residual / FX / buybacks / cross-term-3.6%

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.