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001395.SZ$35.78+1.91%
Fair $35.78+0.0%

001395.SZ

Yalian Machinery Co., Ltd.

Industrials / Specialty Industrial MachineryShenzhen

$35.78

+0.68 (+1.91%)

Fairly Valued+0.0%Fair Value $35.78Fund rank 33/100 · Data gapFallback financials|
SA 40/C
F-Score: 4/9

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 25%

FCF escenarios

weak_data · normalized FCF $184.9M · quality 62.3/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 46/100Data 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

40/100

C

Piotroski

4/9

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 · 001395.SZLocal privado en este navegador · Yalian Machinery 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

$3.1B

P/E

17.3x

↑

EV/EBITDA

12.3x

↑

ROE

15.6%

↑

Gross Margin

37.4%

↑

Debt/Equity

0.00

↓
52-Week Range$36
$35$60

TradingView lightweight chart

001395.SZ price, volumen y niveles de valoración

Último $36.28Periodo -26.7%
Fair value: $35.78

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

+18.6%

FCF CAGR

—

FCF margin

-2.1%

FCF / Net income

-0.09x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $800.7M · net income $187.0M · FCF $-16.5M

2022-FY → 2025-FY

Gross margin

37.4%+5.1% pts

Operating margin

23.4%+5.1% pts

Net margin

23.4%+5.2% pts

FCF margin

-2.1%-20.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$800.7M$800.7M$864.8M$647.1M$480.5M
Net Income$187.0M$187.0M$154.7M$103.3M$87.4M
EBITDA$233.8M$233.8M$191.6M$135.7M$119.0M
EPS2.192.192.361.581.34
Gross Margin37.4%37.4%32.5%29.1%32.3%
Operating Margin23.4%23.4%20.0%16.2%18.4%
Net Margin23.4%23.4%17.9%16.0%18.2%
Balance Sheet
Debt/Equity0.000.00—0.04—
Current Ratio1.511.51———
Cash Flow
Free Cash Flow$-16.5M$-16.5M$184.9M$303.8M$86.1M
Returns
ROE15.6%15.6%22.0%19.0%17.7%
Valuation
P/E17.2917.29———
EV/EBITDA12.2812.28———
P/B2.552.55———
Growth & Yield
Revenue Growth-7.4%-7.4%33.7%34.7%—
EPS Growth-7.2%-7.2%49.4%17.9%—
Dividend Yield1.7%1.7%———

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

13.2%

razonable

EPS terminal req.

$3.17

Spread vs growth

-20.4%

5Y implied EPS CAGR

11.9%

razonable

EPS terminal req.

$3.84

Spread vs growth

-19.1%

10Y implied EPS CAGR

10.9%

razonable

EPS terminal req.

$6.19

Spread vs growth

-18.1%

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 -20.7%

Total return

-20.7%

Start / end P/E

19.8x → 16.6x

EPS bridge

2.36 → 2.19

Residual

+1.2%

EPS growth-7.2%
Multiple rerating-16.3%
Dividend+1.7%
Residual / FX / buybacks / cross-term+1.2%

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.