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002593.SZ$4.74-2.27%
Fair $4.74+0.0%

002593.SZ

Xiamen Sunrise Group Co., Ltd.

Consumer Cyclical / Auto PartsShenzhen

$4.74

-0.11 (-2.27%)

Fairly Valued+0.0%Fair Value $4.74Fund rank 30/100 · Data gapFallback financials|
SA 36/D
F-Score: 8/9
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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $131.2M · quality 51.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 33/100Data 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

36/100

D

Piotroski

8/9

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 4.5%, below the 5% threshold
Thesis & Journal · 002593.SZLocal privado en este navegador · Xiamen Sunrise 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

$3.8B

P/E

29.6x

↑

EV/EBITDA

12.3x

↑

ROE

4.5%

↓

Gross Margin

13.4%

↓

Debt/Equity

0.46

↑
52-Week Range$5
$4$8

TradingView lightweight chart

002593.SZ price, volumen y niveles de valoración

Último $4.740Periodo -3.8%
Fair value: $4.740

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

+2.7%

FCF CAGR

—

FCF margin

3.6%

FCF / Net income

1.19x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.66B · net income $110.0M · FCF $131.2M

2022-FY → 2025-FY

Gross margin

13.4%+6.1% pts

Operating margin

5.5%+2.7% pts

Net margin

3.0%+2.1% pts

FCF margin

3.6%+8.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.66B$3.66B$3.07B$3.95B$3.38B
Net Income$110.0M$110.0M$52.0M$60.1M$29.0M
EBITDA$338.5M$338.5M$254.1M$241.7M$195.3M
EPS0.140.140.060.080.04
Gross Margin13.4%13.4%9.7%9.0%7.3%
Operating Margin5.5%5.5%2.3%3.5%2.8%
Net Margin3.0%3.0%1.7%1.5%0.9%
Balance Sheet
Debt/Equity0.460.460.510.530.60
Current Ratio1.641.64———
Cash Flow
Free Cash Flow$131.2M$131.2M$216.7M$122.4M$-167.1M
Returns
ROE4.5%4.5%2.2%2.5%1.2%
Valuation
P/E29.6329.6380.3351.5094.00
EV/EBITDA12.3112.3118.2315.0017.22
P/B1.521.521.741.291.16
Growth & Yield
Revenue Growth19.3%19.3%-22.3%17.0%—
EPS Growth133.3%133.3%-25.0%100.0%—
Dividend Yield1.0%1.0%———

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

44.3%

muy exigente

EPS terminal req.

$0.42

Spread vs growth

89.0%

5Y implied EPS CAGR

29.5%

muy exigente

EPS terminal req.

$0.51

Spread vs growth

103.9%

10Y implied EPS CAGR

19.3%

exigente

EPS terminal req.

$0.82

Spread vs growth

114.0%

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 -6.4%

Total return

-6.4%

Start / end P/E

85.3x → 33.9x

EPS bridge

0.06 → 0.14

Residual

-80.4%

EPS growth+133.3%
Multiple rerating-60.3%
Dividend+1.0%
Residual / FX / buybacks / cross-term-80.4%

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.