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002606.SZ$17.62+7.18%
Fair $17.62+0.0%

002606.SZ

Dalian Insulator Group Co., Ltd

Industrials / Electrical Equipment & PartsShenzhen

$17.62

+1.18 (+7.18%)

Fairly Valued+0.0%Fair Value $17.62Fund rank 28/100 · Data gapFallback financials|
SA 59/C
F-Score: 6/9

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 19%

FCF escenarios

weak_data · normalized FCF $67.2M · quality 50.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

59/100

C

Piotroski

6/9

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 · 002606.SZLocal privado en este navegador · Dalian Insulator 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

$7.7B

P/E

30.4x

↑

EV/EBITDA

21.8x

↑

ROE

11.1%

↑

Gross Margin

32.1%

↑

Debt/Equity

0.24

↓
52-Week Range$18
$8$18

TradingView lightweight chart

002606.SZ price, volumen y niveles de valoración

Último $17.62Periodo +22.9%
Fair value: $17.62

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

+13.8%

FCF CAGR

—

FCF margin

22.3%

FCF / Net income

1.87x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.78B · net income $211.9M · FCF $396.1M

2022-FY → 2025-FY

Gross margin

32.1%+1.1% pts

Operating margin

16.2%-0.7% pts

Net margin

11.9%-3.1% pts

FCF margin

22.3%+23.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.78B$1.78B$1.50B$839.5M$1.21B
Net Income$211.9M$211.9M$211.1M$52.3M$180.8M
EBITDA$334.9M$334.9M$305.8M$105.4M$245.0M
EPS0.490.490.480.120.41
Gross Margin32.1%32.1%34.5%26.3%31.0%
Operating Margin16.2%16.2%18.0%6.5%16.9%
Net Margin11.9%11.9%14.1%6.2%15.0%
Balance Sheet
Debt/Equity0.240.240.270.190.18
Current Ratio2.002.00———
Cash Flow
Free Cash Flow$396.1M$396.1M$-159.8M$67.2M$-13.9M
Returns
ROE11.1%11.1%12.3%3.4%12.0%
Valuation
P/E30.3830.3817.9666.8324.68
EV/EBITDA21.7721.7712.5231.4617.96
P/B3.993.992.212.242.95
Growth & Yield
Revenue Growth18.9%18.9%78.2%-30.4%—
EPS Growth2.1%2.1%300.0%-70.7%—
Dividend Yield0.3%0.3%———

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

47.2%

muy exigente

EPS terminal req.

$1.56

Spread vs growth

-45.1%

5Y implied EPS CAGR

31.0%

muy exigente

EPS terminal req.

$1.89

Spread vs growth

-28.9%

10Y implied EPS CAGR

20.1%

exigente

EPS terminal req.

$3.05

Spread vs growth

-18.0%

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 +106.6%

Total return

+106.6%

Start / end P/E

17.8x → 36.0x

EPS bridge

0.48 → 0.49

Residual

+2.1%

EPS growth+2.1%
Multiple rerating+102.1%
Dividend+0.3%
Residual / FX / buybacks / cross-term+2.1%

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.