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002033.SZ$8.74+1.27%
Fair $8.74+0.0%

002033.SZ

LiJiang YuLong Tourism Co., LTD.

Consumer Cyclical / LodgingShenzhen

$8.74

+0.11 (+1.27%)

Fairly Valued+0.0%Fair Value $8.74Fund rank 33/100 · Data gapFallback financials|
SA 50/C
F-Score: 6/9

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $240.9M · quality 59.3/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 50/100Data 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

50/100

C

Piotroski

6/9

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 · 002033.SZLocal privado en este navegador · LiJiang YuLong Tourism 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

$4.8B

P/E

19.4x

↑

EV/EBITDA

10.9x

↑

ROE

8.3%

↑

Gross Margin

56.2%

↑

Debt/Equity

0.00

↓
52-Week Range$9
$8$12

TradingView lightweight chart

002033.SZ price, volumen y niveles de valoración

Último $8.740Periodo +275.7%
Fair value: $8.740

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

+39.6%

FCF CAGR

—

FCF margin

28.0%

FCF / Net income

1.13x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $860.4M · net income $213.5M · FCF $240.9M

2022-FY → 2025-FY

Gross margin

56.2%+22.2% pts

Operating margin

34.7%+36.9% pts

Net margin

24.8%+23.6% pts

FCF margin

28.0%+38.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$860.4M$860.4M$808.5M$798.9M$316.6M
Net Income$213.5M$213.5M$210.9M$227.4M$3.7M
EBITDA$401.0M$401.0M$381.1M$388.0M$76.8M
EPS0.390.390.380.410.01
Gross Margin56.2%56.2%57.4%58.7%34.0%
Operating Margin34.7%34.7%35.5%37.6%-2.2%
Net Margin24.8%24.8%26.1%28.5%1.2%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Current Ratio4.944.94———
Cash Flow
Free Cash Flow$240.9M$240.9M$192.0M$252.8M$-32.8M
Returns
ROE8.3%8.3%8.3%9.1%0.2%
Valuation
P/E19.4219.4222.2019.861626.47
EV/EBITDA10.9310.9310.3610.0671.31
P/B1.881.881.851.802.52
Growth & Yield
Revenue Growth6.4%6.4%1.2%152.4%—
EPS Growth1.2%1.2%-7.3%5986.8%—
Dividend Yield4.0%4.0%———

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

25.9%

muy exigente

EPS terminal req.

$0.78

Spread vs growth

-24.7%

5Y implied EPS CAGR

19.3%

exigente

EPS terminal req.

$0.94

Spread vs growth

-18.1%

10Y implied EPS CAGR

14.6%

razonable

EPS terminal req.

$1.51

Spread vs growth

-13.3%

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 +1.0%

Total return

+1.0%

Start / end P/E

23.5x → 22.5x

EPS bridge

0.38 → 0.39

Residual

-0.1%

EPS growth+1.2%
Multiple rerating-4.2%
Dividend+4.0%
Residual / FX / buybacks / cross-term-0.1%

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.