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300187.SZ$6.00+3.63%
Fair $6.00+0.0%

300187.SZ

Yonker Environmental Protection Co.,Ltd

Industrials / Waste ManagementShenzhen

$6.00

+0.21 (+3.63%)

Fairly Valued+0.0%Fair Value $6.00Fund rank 22/100 · Data gapFallback financials|
SA 31/D
F-Score: 7/9

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 15%

FCF escenarios

weak_data · normalized FCF $50.8M · quality 29.3/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

31/100

D

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: 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 · 300187.SZLocal privado en este navegador · Yonker Environmental Protection 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

$3.9B

P/E

30.0x

↑

EV/EBITDA

16.9x

↑

ROE

10.1%

↑

Gross Margin

26.2%

↑

Debt/Equity

1.24

↑
52-Week Range$6
$5$7

TradingView lightweight chart

300187.SZ price, volumen y niveles de valoración

Último $6.000Periodo +11.1%
Fair value: $6.000

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

+4.3%

FCF CAGR

—

FCF margin

6.3%

FCF / Net income

0.45x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $808.6M · net income $112.4M · FCF $50.8M

2022-FY → 2025-FY

Gross margin

26.2%+3.5% pts

Operating margin

11.0%+9.2% pts

Net margin

13.9%+68.1% pts

FCF margin

6.3%+9.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$808.6M$808.6M$760.2M$645.8M$713.4M
Net Income$112.4M$112.4M$98.3M$79.8M$-387.0M
EBITDA$298.9M$298.9M$293.9M$270.8M$-224.5M
EPS0.170.170.150.12-0.60
Gross Margin26.2%26.2%24.1%24.0%22.7%
Operating Margin11.0%11.0%8.6%3.9%1.8%
Net Margin13.9%13.9%12.9%12.4%-54.2%
Balance Sheet
Debt/Equity1.241.241.221.421.47
Current Ratio0.900.90———
Cash Flow
Free Cash Flow$50.8M$50.8M$198.2M$-49.2M$-23.5M
Returns
ROE10.1%10.1%9.0%7.8%-40.1%
Valuation
P/E30.0030.0030.9544.79—
EV/EBITDA16.9316.9314.2918.35—
P/B3.483.482.793.473.98
Growth & Yield
Revenue Growth6.4%6.4%17.7%-9.5%—
EPS Growth14.4%14.4%23.0%120.6%—
Dividend Yield2.8%2.8%———

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

45.1%

muy exigente

EPS terminal req.

$0.53

Spread vs growth

-30.8%

5Y implied EPS CAGR

29.9%

muy exigente

EPS terminal req.

$0.64

Spread vs growth

-15.5%

10Y implied EPS CAGR

19.5%

exigente

EPS terminal req.

$1.04

Spread vs growth

-5.2%

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 +23.3%

Total return

+23.3%

Start / end P/E

32.7x → 34.5x

EPS bridge

0.15 → 0.17

Residual

+0.8%

EPS growth+14.4%
Multiple rerating+5.3%
Dividend+2.8%
Residual / FX / buybacks / cross-term+0.8%

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.