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001390.SZ$17.59-3.46%
Fair $17.59+0.0%

001390.SZ

Anhui Guqi Down & Feather Textile Incorporated

Consumer Cyclical / Textile ManufacturingShenzhen

$17.59

-0.63 (-3.46%)

Fairly Valued+0.0%Fair Value $17.59Fund rank 26/100 · Data gapFallback financials|
SA 42/C
F-Score: 2/9

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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-5.5M · quality 44.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

42/100

C

Piotroski

2/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 001390.SZLocal privado en este navegador · Anhui Guqi Down & Feather Textile Incorporated
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

$3.5B

P/E

18.5x

↑

EV/EBITDA

14.1x

↑

ROE

11.0%

↑

Gross Margin

24.7%

↓

Debt/Equity

0.15

↓
52-Week Range$18
$17$39

TradingView lightweight chart

001390.SZ price, volumen y niveles de valoración

Último $17.59Periodo -45.0%
Fair value: $17.59

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

+16.4%

FCF CAGR

—

FCF margin

-15.5%

FCF / Net income

-0.92x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.05B · net income $178.3M · FCF $-163.5M

2022-FY → 2025-FY

Gross margin

24.7%+1.5% pts

Operating margin

19.9%+1.9% pts

Net margin

16.9%+2.4% pts

FCF margin

-15.5%-11.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.05B$1.05B$966.7M$830.4M$667.2M
Net Income$178.3M$178.3M$168.2M$121.8M$97.0M
EBITDA$204.4M$204.4M$196.8M$176.8M$164.1M
EPS1.001.001.120.810.65
Gross Margin24.7%24.7%25.8%100.0%23.2%
Operating Margin19.9%19.9%21.3%100.0%18.0%
Net Margin16.9%16.9%17.4%14.7%14.5%
Balance Sheet
Debt/Equity0.150.150.280.420.37
Current Ratio3.373.37———
Cash Flow
Free Cash Flow$-163.5M$-163.5M$108.2M$-5.5M$-26.0M
Returns
ROE11.0%11.0%18.4%16.3%15.6%
Valuation
P/E18.5218.52———
EV/EBITDA14.1314.13———
P/B1.931.93———
Growth & Yield
Revenue Growth9.0%9.0%16.4%24.5%—
EPS Growth-10.7%-10.7%38.0%25.5%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

16.0%

exigente

EPS terminal req.

$1.56

Spread vs growth

-26.7%

5Y implied EPS CAGR

13.6%

razonable

EPS terminal req.

$1.89

Spread vs growth

-24.3%

10Y implied EPS CAGR

11.8%

razonable

EPS terminal req.

$3.04

Spread vs growth

-22.5%

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 · available periodreconcilia total -45.0%

Total return

-45.0%

Start / end P/E

28.6x → 17.6x

EPS bridge

1.12 → 1.00

Residual

+4.1%

EPS growth-10.7%
Multiple rerating-38.4%
Dividend+0.0%
Residual / FX / buybacks / cross-term+4.1%

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.