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001239.SZ$13.70+1.93%
Fair $13.70+0.0%

001239.SZ

Xiangtan Yongda Machinery Manufacturing Co., Ltd.

Industrials / Metal FabricationShenzhen

$13.70

+0.26 (+1.93%)

Fairly Valued+0.0%Fair Value $13.70Fund rank 22/100 · Data gapFallback financials|
SA 34/D
F-Score: 5/9
Margin CompressionLow 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 16%

FCF escenarios

weak_data · normalized FCF $-71.8M · quality 34.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

34/100

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: 2unknown: 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 ROE is 3.5%, below the 5% threshold
Thesis & Journal · 001239.SZLocal privado en este navegador · Xiangtan Yongda Machinery Manufacturing 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

$3.3B

P/E

105.4x

↑

EV/EBITDA

17.2x

↑

ROE

3.5%

↓

Gross Margin

12.4%

↓

Debt/Equity

0.84

↑
52-Week Range$14
$13$21

TradingView lightweight chart

001239.SZ price, volumen y niveles de valoración

Último $13.70Periodo -42.2%
Fair value: $13.70

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

+34.8%

FCF CAGR

—

FCF margin

4.5%

FCF / Net income

1.93x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.04B · net income $47.5M · FCF $91.7M

2022-FY → 2025-FY

Gross margin

12.4%-10.6% pts

Operating margin

6.5%-10.3% pts

Net margin

2.3%-8.8% pts

FCF margin

4.5%+12.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.04B$2.04B$849.4M$820.8M$833.0M
Net Income$47.5M$47.5M$79.1M$91.2M$93.1M
EBITDA$243.7M$243.7M$165.6M$174.7M$214.0M
EPS0.200.200.330.510.52
Gross Margin12.4%12.4%19.0%22.6%23.0%
Operating Margin6.5%6.5%10.9%16.7%16.7%
Net Margin2.3%2.3%9.3%11.1%11.2%
Balance Sheet
Debt/Equity0.840.840.860.470.93
Current Ratio2.192.19———
Cash Flow
Free Cash Flow$91.7M$91.7M$-71.8M$-172.9M$-70.3M
Returns
ROE3.5%3.5%6.1%7.5%18.8%
Valuation
P/E105.38105.3841.7044.26—
EV/EBITDA17.1617.1624.6422.86—
P/B2.432.432.523.30—
Growth & Yield
Revenue Growth140.1%140.1%3.5%-1.5%—
EPS Growth-39.9%-39.9%-35.0%-2.0%—

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

83.1%

muy exigente

EPS terminal req.

$1.22

Spread vs growth

-123.0%

5Y implied EPS CAGR

49.3%

muy exigente

EPS terminal req.

$1.47

Spread vs growth

-89.2%

10Y implied EPS CAGR

28.2%

muy exigente

EPS terminal req.

$2.37

Spread vs growth

-68.0%

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 -10.7%

Total return

-10.7%

Start / end P/E

46.6x → 69.2x

EPS bridge

0.33 → 0.20

Residual

-19.4%

EPS growth-39.9%
Multiple rerating+48.5%
Dividend+0.0%
Residual / FX / buybacks / cross-term-19.4%

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.