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002040.SZ$9.13-1.51%
Fair $9.13+0.0%

002040.SZ

Nanjing Port Co., Ltd.

Industrials / Marine ShippingShenzhen

$9.13

-0.14 (-1.51%)

Fairly Valued+0.0%Fair Value $9.13Fund rank 35/100 · Data gapFallback financials|
SA 53/C
F-Score: 8/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $120.1M · quality 67.3/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 63/100Data 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

53/100

C

Piotroski

8/9

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 · 002040.SZLocal privado en este navegador · Nanjing Port 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

$4.5B

P/E

22.8x

↑

EV/EBITDA

9.2x

↓

ROE

5.4%

↓

Gross Margin

48.1%

↑

Debt/Equity

0.24

↓
52-Week Range$9
$9$15

TradingView lightweight chart

002040.SZ price, volumen y niveles de valoración

Último $9.130Periodo +91.1%
Fair value: $9.130

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

+5.3%

FCF CAGR

-3.3%

FCF margin

17.0%

FCF / Net income

0.94x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.02B · net income $184.8M · FCF $173.9M

2022-FY → 2025-FY

Gross margin

48.1%+3.6% pts

Operating margin

30.6%+5.3% pts

Net margin

18.0%+2.0% pts

FCF margin

17.0%-4.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.02B$1.02B$983.9M$938.3M$876.7M
Net Income$184.8M$184.8M$153.0M$166.5M$140.8M
EBITDA$529.2M$529.2M$467.6M$452.1M$410.0M
EPS0.380.380.310.340.29
Gross Margin48.1%48.1%43.0%45.7%44.5%
Operating Margin30.6%30.6%26.5%27.3%25.4%
Net Margin18.0%18.0%15.6%17.7%16.1%
Balance Sheet
Debt/Equity0.240.240.240.250.23
Current Ratio1.681.68———
Cash Flow
Free Cash Flow$173.9M$173.9M$6.1M$120.1M$192.1M
Returns
ROE5.4%5.4%4.7%5.3%4.6%
Valuation
P/E22.8222.8219.8521.4824.45
EV/EBITDA9.249.247.588.749.56
P/B1.301.300.931.131.13
Growth & Yield
Revenue Growth4.1%4.1%4.9%7.0%—
EPS Growth21.4%21.4%-8.3%17.0%—
Dividend Yield1.0%1.0%———

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

28.9%

muy exigente

EPS terminal req.

$0.81

Spread vs growth

-7.4%

5Y implied EPS CAGR

21.0%

exigente

EPS terminal req.

$0.98

Spread vs growth

0.5%

10Y implied EPS CAGR

15.3%

exigente

EPS terminal req.

$1.58

Spread vs growth

6.1%

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 -22.8%

Total return

-22.8%

Start / end P/E

38.4x → 24.1x

EPS bridge

0.31 → 0.38

Residual

-8.0%

EPS growth+21.4%
Multiple rerating-37.2%
Dividend+1.0%
Residual / FX / buybacks / cross-term-8.0%

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.