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002540.SZ$5.58+1.64%
Fair $5.58+0.0%

002540.SZ

Jiangsu Asia-Pacific Light Alloy Technology Co., Ltd.

Basic Materials / AluminumShenzhen

$5.58

+0.09 (+1.64%)

Fairly Valued+0.0%Fair Value $5.58Fund rank 27/100 · Data gapFallback financials|
SA 43/C
F-Score: 2/9

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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $120.6M · quality 46.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

2/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 002540.SZLocal privado en este navegador · Jiangsu Asia-Pacific Light Alloy Technology 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

$7.0B

P/E

19.2x

↑

EV/EBITDA

10.3x

↓

ROE

8.3%

↑

Gross Margin

13.2%

↓

Debt/Equity

0.26

↑
52-Week Range$6
$5$8

TradingView lightweight chart

002540.SZ price, volumen y niveles de valoración

Último $5.580Periodo +5.1%
Fair value: $5.580

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+7.3%

FCF CAGR

—

FCF margin

1.6%

FCF / Net income

0.26x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.43B · net income $462.9M · FCF $120.6M

2021-FY → 2024-FY

Gross margin

13.2%-1.2% pts

Operating margin

7.2%-0.0% pts

Net margin

6.2%-1.4% pts

FCF margin

1.6%+8.9% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$7.43B$7.43B$7.11B$6.73B$6.02B
Net Income$462.9M$462.9M$565.4M$676.1M$458.1M
EBITDA$780.7M$780.7M$883.5M$971.5M$705.7M
EPS0.350.350.430.550.37
Gross Margin13.2%13.2%15.0%14.0%14.5%
Operating Margin7.2%7.2%8.8%6.9%7.2%
Net Margin6.2%6.2%8.0%10.0%7.6%
Balance Sheet
Debt/Equity0.260.260.200.020.05
Current Ratio3.343.34———
Cash Flow
Free Cash Flow$120.6M$120.6M$190.5M$-71.0M$-436.6M
Returns
ROE8.3%8.3%10.0%12.2%9.1%
Valuation
P/E19.2419.2414.979.6320.46
EV/EBITDA10.2910.299.905.9412.69
P/B1.331.331.501.171.87
Growth & Yield
Revenue Growth4.5%4.5%5.7%11.8%—
EPS Growth-19.7%-19.7%-20.4%47.8%—
Dividend Yield5.4%5.4%———

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

12.3%

razonable

EPS terminal req.

$0.50

Spread vs growth

-32.0%

5Y implied EPS CAGR

11.4%

razonable

EPS terminal req.

$0.60

Spread vs growth

-31.1%

10Y implied EPS CAGR

10.7%

razonable

EPS terminal req.

$0.96

Spread vs growth

-30.4%

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 -4.0%

Total return

-4.0%

Start / end P/E

14.2x → 16.0x

EPS bridge

0.43 → 0.35

Residual

-2.5%

EPS growth-19.7%
Multiple rerating+12.8%
Dividend+5.4%
Residual / FX / buybacks / cross-term-2.5%

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.