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002483.SZ$5.94+0.00%
Fair $5.94+0.0%

002483.SZ

Jiangsu Rainbow Heavy Industries Co., Ltd.

Industrials / Specialty Industrial MachineryShenzhen

$5.94

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $5.94Fund rank 37/100 · Data gapFallback financials|
SA 51/C
F-Score: 3/9

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 $844.7M · quality 72.3/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 70/100Data 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

51/100

C

Piotroski

3/9

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 · 002483.SZLocal privado en este navegador · Jiangsu Rainbow Heavy Industries 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

$5.3B

P/E

14.5x

↓

EV/EBITDA

2.5x

↓

ROE

8.0%

↑

Gross Margin

22.4%

↓

Debt/Equity

0.29

↓
52-Week Range$6
$6$8

TradingView lightweight chart

002483.SZ price, volumen y niveles de valoración

Último $5.940Periodo -39.1%
Fair value: $5.940

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

+9.8%

FCF CAGR

-12.2%

FCF margin

16.9%

FCF / Net income

3.20x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.85B · net income $360.5M · FCF $1.15B

2022-FY → 2025-FY

Gross margin

22.4%+2.5% pts

Operating margin

10.1%+1.7% pts

Net margin

5.3%+4.2% pts

FCF margin

16.9%-16.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.85B$6.85B$8.22B$7.18B$5.17B
Net Income$360.5M$360.5M$485.0M$55.4M$53.2M
EBITDA$893.4M$893.4M$1.26B$531.2M$449.5M
EPS0.410.410.550.060.06
Gross Margin22.4%22.4%23.8%20.3%19.9%
Operating Margin10.1%10.1%13.9%11.0%8.5%
Net Margin5.3%5.3%5.9%0.8%1.0%
Balance Sheet
Debt/Equity0.290.290.230.260.32
Current Ratio1.481.48———
Cash Flow
Free Cash Flow$1.15B$1.15B$681.3M$844.7M$1.71B
Returns
ROE8.0%8.0%11.1%1.4%1.3%
Valuation
P/E14.4914.498.8985.8390.50
EV/EBITDA2.472.471.314.296.61
P/B1.151.150.981.191.21
Growth & Yield
Revenue Growth-16.7%-16.7%14.5%38.8%—
EPS Growth-25.5%-25.5%816.7%0.0%—
Dividend Yield2.5%2.5%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

8.7%

razonable

EPS terminal req.

$0.53

Spread vs growth

-34.2%

5Y implied EPS CAGR

9.2%

razonable

EPS terminal req.

$0.64

Spread vs growth

-34.7%

10Y implied EPS CAGR

9.6%

razonable

EPS terminal req.

$1.03

Spread vs growth

-35.1%

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 -2.0%

Total return

-2.0%

Start / end P/E

11.3x → 14.5x

EPS bridge

0.55 → 0.41

Residual

-7.2%

EPS growth-25.5%
Multiple rerating+28.1%
Dividend+2.5%
Residual / FX / buybacks / cross-term-7.2%

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.