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001207.SZ$18.36+0.33%
Fair $18.36+0.0%

001207.SZ

Shandong Link Science and Technology Co.,Ltd.

Basic Materials / Specialty ChemicalsShenzhen

$18.36

+0.06 (+0.33%)

Fairly Valued+0.0%Fair Value $18.36Fund rank 29/100 · Data gapFallback financials|
SA 57/C
F-Score: 5/9

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 32% · confianza 22%

FCF escenarios

weak_data · normalized FCF $143.6M · quality 48.7/100

Data gap 29/100
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

57/100

C

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: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 001207.SZLocal privado en este navegador · Shandong Link Science and Technology 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

17.8x

↑

EV/EBITDA

11.2x

↑

ROE

12.4%

↑

Gross Margin

19.8%

↓

Debt/Equity

0.07

↓
52-Week Range$18
$15$25

TradingView lightweight chart

001207.SZ price, volumen y niveles de valoración

Último $18.36Periodo +25.1%
Fair value: $18.36

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

+8.7%

FCF CAGR

—

FCF margin

15.5%

FCF / Net income

1.25x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.36B · net income $292.7M · FCF $365.1M

2022-FY → 2025-FY

Gross margin

19.8%+8.4% pts

Operating margin

14.2%+8.1% pts

Net margin

12.4%+6.3% pts

FCF margin

15.5%+17.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.36B$2.36B$2.27B$1.92B$1.84B
Net Income$292.7M$292.7M$272.2M$168.6M$111.4M
EBITDA$453.2M$453.2M$399.3M$270.7M$191.9M
EPS1.031.030.970.630.44
Gross Margin19.8%19.8%19.2%15.0%11.4%
Operating Margin14.2%14.2%13.5%9.2%6.1%
Net Margin12.4%12.4%12.0%8.8%6.1%
Balance Sheet
Debt/Equity0.070.070.060.01—
Current Ratio2.472.47———
Cash Flow
Free Cash Flow$365.1M$365.1M$143.6M$54.0M$-34.0M
Returns
ROE12.4%12.4%14.5%9.7%8.3%
Valuation
P/E17.8317.8313.9019.4223.11
EV/EBITDA11.2411.247.899.1410.60
P/B2.222.222.011.881.92
Growth & Yield
Revenue Growth4.0%4.0%18.2%4.4%—
EPS Growth5.9%5.9%54.5%44.3%—
Dividend Yield3.1%3.1%———

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

16.6%

exigente

EPS terminal req.

$1.63

Spread vs growth

-10.7%

5Y implied EPS CAGR

13.9%

razonable

EPS terminal req.

$1.97

Spread vs growth

-8.0%

10Y implied EPS CAGR

11.9%

razonable

EPS terminal req.

$3.17

Spread vs growth

-6.0%

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 +26.9%

Total return

+26.9%

Start / end P/E

15.3x → 17.9x

EPS bridge

0.97 → 1.03

Residual

+1.0%

EPS growth+5.9%
Multiple rerating+16.9%
Dividend+3.1%
Residual / FX / buybacks / cross-term+1.0%

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.