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002357.SZ$10.53+2.63%
Fair $10.53+0.0%

002357.SZ

Sichuan Fulin Transportation Group Co., Ltd.

Industrials / RailroadsShenzhen

$10.53

+0.27 (+2.63%)

Fairly Valued+0.0%Fair Value $10.53Fund rank 25/100 · Data gapFallback financials|
SA 43/C
F-Score: 6/9
Declining Revenue

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 17%

FCF escenarios

weak_data · normalized FCF $17.5M · quality 41.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

43/100

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: 1unknown: 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. Revenue has declined for 2 consecutive years
Thesis & Journal · 002357.SZLocal privado en este navegador · Sichuan Fulin Transportation Group 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

19.5x

↑

EV/EBITDA

10.4x

↑

ROE

10.1%

↑

Gross Margin

19.0%

↓

Debt/Equity

0.30

↓
52-Week Range$11
$8$17

TradingView lightweight chart

002357.SZ price, volumen y niveles de valoración

Último $10.53Periodo +68.5%
Fair value: $10.53

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

+3.8%

FCF CAGR

—

FCF margin

-1.3%

FCF / Net income

-0.06x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $816.3M · net income $171.3M · FCF $-11.0M

2022-FY → 2025-FY

Gross margin

19.0%+3.2% pts

Operating margin

6.9%+1.6% pts

Net margin

21.0%+12.9% pts

FCF margin

-1.3%+8.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$816.3M$816.3M$855.8M$864.9M$729.6M
Net Income$171.3M$171.3M$122.2M$150.5M$59.1M
EBITDA$351.2M$351.2M$313.0M$342.5M$240.0M
EPS0.550.550.390.480.19
Gross Margin19.0%19.0%18.5%19.3%15.8%
Operating Margin6.9%6.9%7.3%8.7%5.3%
Net Margin21.0%21.0%14.3%17.4%8.1%
Balance Sheet
Debt/Equity0.300.300.340.380.43
Current Ratio0.360.36———
Cash Flow
Free Cash Flow$-11.0M$-11.0M$17.5M$149.7M$-71.7M
Returns
ROE10.1%10.1%7.7%10.3%4.5%
Valuation
P/E19.5019.5016.9016.2341.27
EV/EBITDA10.4210.427.748.0712.19
P/B1.941.941.291.671.87
Growth & Yield
Revenue Growth-4.6%-4.6%-1.0%18.5%—
EPS Growth40.2%40.2%-18.8%154.6%—
Dividend Yield1.3%1.3%———

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

19.6%

exigente

EPS terminal req.

$0.93

Spread vs growth

20.6%

5Y implied EPS CAGR

15.6%

exigente

EPS terminal req.

$1.13

Spread vs growth

24.5%

10Y implied EPS CAGR

12.8%

razonable

EPS terminal req.

$1.82

Spread vs growth

27.4%

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 +31.7%

Total return

+31.7%

Start / end P/E

20.7x → 19.3x

EPS bridge

0.39 → 0.55

Residual

-2.8%

EPS growth+40.2%
Multiple rerating-7.0%
Dividend+1.3%
Residual / FX / buybacks / cross-term-2.8%

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.