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300190.SZ$4.21+2.43%
Fair $4.21+0.0%

300190.SZ

WELLE Environmental Group Co.,Ltd

Industrials / Waste ManagementShenzhen

$4.21

+0.10 (+2.43%)

Fairly Valued+0.0%Fair Value $4.21Fund rank 24/100 · Data gapFallback financials|
SA 20/D
F-Score: 6/9
Declining RevenueLow 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 16%

FCF escenarios

weak_data · normalized FCF $329.2M · quality 35.0/100

Data gap 24/100
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

20/100

D

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: 2unknown: 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. Revenue has declined for 2 consecutive years ROE is -13.3%, below the 5% threshold
Thesis & Journal · 300190.SZLocal privado en este navegador · WELLE Environmental 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

$4.0B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-13.3%

↓

Gross Margin

16.9%

↓

Debt/Equity

0.88

↑
52-Week Range$4
$3$5

TradingView lightweight chart

300190.SZ price, volumen y niveles de valoración

Último $4.210Periodo -33.9%
Fair value: $4.210

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

-7.7%

FCF CAGR

—

FCF margin

20.1%

FCF / Net income

-0.94x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.64B · net income $-349.6M · FCF $329.2M

2022-FY → 2025-FY

Gross margin

16.9%-0.3% pts

Operating margin

-2.1%+2.1% pts

Net margin

-21.3%+0.3% pts

FCF margin

20.1%+28.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.64B$1.64B$2.05B$2.21B$2.08B
Net Income$-349.6M$-349.6M$-736.4M$-197.4M$-449.6M
EBITDA$-6.9M$-6.9M$-361.5M$213.8M$-109.0M
EPS-0.44-0.44-0.96-0.25-0.57
Gross Margin16.9%16.9%10.0%13.7%17.2%
Operating Margin-2.1%-2.1%-8.0%-3.7%-4.2%
Net Margin-21.3%-21.3%-36.0%-8.9%-21.6%
Balance Sheet
Debt/Equity0.880.881.020.890.88
Current Ratio1.141.14———
Cash Flow
Free Cash Flow$329.2M$329.2M$341.1M$-153.4M$-180.4M
Returns
ROE-13.3%-13.3%-26.6%-5.5%-11.7%
Valuation
EV/EBITDA———40.66—
P/B2.072.071.421.721.27
Growth & Yield
Revenue Growth-19.9%-19.9%-7.4%6.1%—
EPS Growth54.2%54.2%-284.0%56.1%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +26.0%

Total return

+26.0%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.96 → -0.44

Residual

+26.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+26.0%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.