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002523.SZ$3.50+1.74%
Fair $3.50+0.0%

002523.SZ

Zhuzhou Tianqiao Crane Co., Ltd.

Industrials / Farm & Heavy Construction MachineryShenzhen

$3.50

+0.06 (+1.74%)

Fairly Valued+0.0%Fair Value $3.50Fund rank 39/100 · Data gapFallback financials|
SA 43/C
F-Score: 7/9
Low 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 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $305.6M · quality 83.3/100

Data gap 39/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 88/100Data 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

7/9

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. ROE is 4.8%, below the 5% threshold
Thesis & Journal · 002523.SZLocal privado en este navegador · Zhuzhou Tianqiao Crane 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

$5.0B

P/E

43.8x

↑

EV/EBITDA

24.2x

↑

ROE

4.8%

↓

Gross Margin

23.3%

↓

Debt/Equity

0.02

↓
52-Week Range$4
$3$5

TradingView lightweight chart

002523.SZ price, volumen y niveles de valoración

Último $3.500Periodo +7.4%
Fair value: $3.500

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

+9.3%

FCF CAGR

-2.2%

FCF margin

10.6%

FCF / Net income

1.84x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.07B · net income $119.4M · FCF $219.5M

2022-FY → 2025-FY

Gross margin

23.3%+1.0% pts

Operating margin

5.8%+2.8% pts

Net margin

5.8%+3.2% pts

FCF margin

10.6%-4.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.07B$2.07B$1.85B$1.73B$1.59B
Net Income$119.4M$119.4M$52.8M$37.3M$40.8M
EBITDA$166.5M$166.5M$76.2M$79.9M$86.9M
EPS0.080.080.040.030.03
Gross Margin23.3%23.3%25.1%23.2%22.3%
Operating Margin5.8%5.8%7.2%4.4%2.9%
Net Margin5.8%5.8%2.8%2.2%2.6%
Balance Sheet
Debt/Equity0.020.020.060.140.11
Current Ratio1.701.70———
Cash Flow
Free Cash Flow$219.5M$219.5M$305.6M$309.3M$234.9M
Returns
ROE4.8%4.8%2.2%1.6%1.8%
Valuation
P/E43.7543.7581.08106.92104.83
EV/EBITDA24.1624.1646.1842.8347.65
P/B2.012.011.781.711.85
Growth & Yield
Revenue Growth11.7%11.7%7.0%9.3%—
EPS Growth127.0%127.0%42.3%-10.3%—
Dividend Yield0.4%0.4%———

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

54.6%

muy exigente

EPS terminal req.

$0.31

Spread vs growth

72.4%

5Y implied EPS CAGR

34.9%

muy exigente

EPS terminal req.

$0.38

Spread vs growth

92.1%

10Y implied EPS CAGR

21.8%

exigente

EPS terminal req.

$0.61

Spread vs growth

105.2%

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 -5.5%

Total return

-5.5%

Start / end P/E

100.5x → 41.7x

EPS bridge

0.04 → 0.08

Residual

-74.4%

EPS growth+127.0%
Multiple rerating-58.6%
Dividend+0.4%
Residual / FX / buybacks / cross-term-74.4%

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.