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003023.SZ$25.68-3.13%
Fair $25.68+0.0%

003023.SZ

Chengdu Rainbow Appliance (Group) Shares Co., Ltd.

Consumer Defensive / Household & Personal ProductsShenzhen

$25.68

-0.83 (-3.13%)

Fairly Valued+0.0%Fair Value $25.68Fund rank 28/100 · Data gapFallback financials|
SA 45/C
F-Score: 1/9
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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $31.0M · quality 48.7/100

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

45/100

C

Piotroski

1/9

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 4.1%, below the 5% threshold
Thesis & Journal · 003023.SZLocal privado en este navegador · Chengdu Rainbow Appliance (Group) Shares 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

$2.7B

P/E

52.4x

↑

EV/EBITDA

15.7x

↑

ROE

4.1%

↓

Gross Margin

42.4%

↑

Debt/Equity

0.01

↓
52-Week Range$26
$18$34

TradingView lightweight chart

003023.SZ price, volumen y niveles de valoración

Último $25.68Periodo -3.0%
Fair value: $25.68

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

-0.9%

FCF CAGR

—

FCF margin

-5.9%

FCF / Net income

-1.05x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.14B · net income $63.7M · FCF $-67.0M

2022-FY → 2025-FY

Gross margin

42.4%-1.5% pts

Operating margin

6.2%-2.5% pts

Net margin

5.6%-2.5% pts

FCF margin

-5.9%-10.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.14B$1.14B$1.30B$1.29B$1.18B
Net Income$63.7M$63.7M$109.6M$104.0M$94.7M
EBITDA$116.5M$116.5M$162.3M$152.3M$140.3M
EPS0.600.601.040.990.90
Gross Margin42.4%42.4%43.4%42.9%43.8%
Operating Margin6.2%6.2%8.9%8.5%8.7%
Net Margin5.6%5.6%8.4%8.0%8.0%
Balance Sheet
Debt/Equity0.010.010.000.000.00
Current Ratio3.023.02———
Cash Flow
Free Cash Flow$-67.0M$-67.0M$31.0M$258.4M$50.4M
Returns
ROE4.1%4.1%7.1%7.0%6.7%
Valuation
P/E52.4152.4117.8120.9626.40
EV/EBITDA15.6815.686.507.5512.15
P/B1.731.731.261.481.77
Growth & Yield
Revenue Growth-12.1%-12.1%0.6%10.0%—
EPS Growth-41.9%-41.9%5.4%9.7%—
Dividend Yield1.5%1.5%———

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

55.6%

muy exigente

EPS terminal req.

$2.28

Spread vs growth

-97.5%

5Y implied EPS CAGR

35.5%

muy exigente

EPS terminal req.

$2.76

Spread vs growth

-77.4%

10Y implied EPS CAGR

22.1%

exigente

EPS terminal req.

$4.44

Spread vs growth

-64.0%

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 +33.3%

Total return

+33.3%

Start / end P/E

18.7x → 42.5x

EPS bridge

1.04 → 0.60

Residual

-53.1%

EPS growth-41.9%
Multiple rerating+126.8%
Dividend+1.5%
Residual / FX / buybacks / cross-term-53.1%

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.