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002480.SZ$6.12+1.16%
Fair $6.12+0.0%

002480.SZ

Chengdu Xinzhu Road&Bridge Machinery Co.,LTD

Industrials / Farm & Heavy Construction MachineryShenzhen

$6.12

+0.07 (+1.16%)

Fairly Valued+0.0%Fair Value $6.12Fund rank 17/100 · Data gapFallback financials|
SA 10/F
F-Score: 5/9
High DebtDeclining RevenueLow Profitability

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 35% · confianza 10%

FCF escenarios

weak_data · normalized FCF $199.4M · quality 13.7/100

Data gap 17/100
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

10/100

F

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 3unknown: 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. Debt-to-Equity ratio is 8.81, above the 2.0 threshold Revenue has declined for 2 consecutive years ROE is -20.0%, below the 5% threshold
Thesis & Journal · 002480.SZLocal privado en este navegador · Chengdu Xinzhu Road&Bridge 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

$4.7B

P/E

N/A

•

EV/EBITDA

17.9x

↑

ROE

-20.0%

↓

Gross Margin

30.2%

↑

Debt/Equity

8.81

↑
52-Week Range$6
$6$8

TradingView lightweight chart

002480.SZ price, volumen y niveles de valoración

Último $6.050Periodo -46.4%
Fair value: $6.120

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

-3.3%

FCF CAGR

+55.8%

FCF margin

13.4%

FCF / Net income

-1.18x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.49B · net income $-168.5M · FCF $199.4M

2022-FY → 2025-FY

Gross margin

30.2%-0.8% pts

Operating margin

5.3%-2.5% pts

Net margin

-11.3%+23.0% pts

FCF margin

13.4%+10.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.49B$1.49B$2.48B$2.51B$1.65B
Net Income$-168.5M$-168.5M$-409.1M$-342.4M$-565.9M
EBITDA$607.8M$607.8M$437.3M$485.0M$196.7M
EPS-0.22-0.22-0.53-0.45-0.74
Gross Margin30.2%30.2%25.9%25.7%31.0%
Operating Margin5.3%5.3%10.4%10.2%7.8%
Net Margin-11.3%-11.3%-16.5%-13.6%-34.3%
Balance Sheet
Debt/Equity8.818.817.324.462.65
Current Ratio1.141.14———
Cash Flow
Free Cash Flow$199.4M$199.4M$-736.7M$265.3M$52.7M
Returns
ROE-20.0%-20.0%-40.1%-24.1%-32.1%
Valuation
EV/EBITDA17.8517.8522.4317.0637.56
P/B5.585.583.512.702.30
Growth & Yield
Revenue Growth-40.0%-40.0%-1.0%52.1%—
EPS Growth58.8%58.8%-19.5%39.5%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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

n/dx → n/dx

EPS bridge

-0.53 → -0.22

Residual

-1.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-1.0%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.