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300230.SZ$4.87-2.21%
Fair $4.87+0.0%

300230.SZ

Shanghai YongLi Belting Co., Ltd

Industrials / Specialty Industrial MachineryShenzhen

$4.87

-0.11 (-2.21%)

Fairly Valued+0.0%Fair Value $4.87Fund rank 31/100 · Data gapFallback financials|
SA 50/C
F-Score: 5/9
Margin Compression

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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $76.5M · quality 58.7/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 38/100Data 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

50/100

C

Piotroski

5/9

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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 300230.SZLocal privado en este navegador · Shanghai YongLi Belting 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

22.1x

↑

EV/EBITDA

8.0x

↓

ROE

5.2%

↓

Gross Margin

31.6%

↑

Debt/Equity

0.12

↓
52-Week Range$5
$4$6

TradingView lightweight chart

300230.SZ price, volumen y niveles de valoración

Último $4.870Periodo +98.6%
Fair value: $4.870

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

-4.3%

FCF margin

11.2%

FCF / Net income

1.56x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.38B · net income $171.0M · FCF $266.3M

2022-FY → 2025-FY

Gross margin

31.6%+1.0% pts

Operating margin

10.2%-2.2% pts

Net margin

7.2%-4.5% pts

FCF margin

11.2%-3.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.38B$2.38B$2.24B$2.02B$2.10B
Net Income$171.0M$171.0M$223.0M$376.2M$244.7M
EBITDA$414.3M$414.3M$437.3M$596.3M$447.5M
EPS0.210.210.270.460.30
Gross Margin31.6%31.6%31.6%33.1%30.5%
Operating Margin10.2%10.2%10.8%12.1%12.3%
Net Margin7.2%7.2%10.0%18.6%11.6%
Balance Sheet
Debt/Equity0.120.120.190.200.17
Current Ratio3.673.67———
Cash Flow
Free Cash Flow$266.3M$266.3M$76.5M$-21.0M$303.6M
Returns
ROE5.2%5.2%7.1%12.4%9.3%
Valuation
P/E22.1422.1415.228.7913.04
EV/EBITDA7.987.986.924.755.81
P/B1.211.211.081.091.21
Growth & Yield
Revenue Growth6.4%6.4%10.7%-3.7%—
EPS Growth-23.3%-23.3%-40.6%53.8%—
Dividend Yield1.3%1.3%———

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

27.2%

muy exigente

EPS terminal req.

$0.43

Spread vs growth

-50.4%

5Y implied EPS CAGR

20.0%

exigente

EPS terminal req.

$0.52

Spread vs growth

-43.2%

10Y implied EPS CAGR

14.9%

razonable

EPS terminal req.

$0.84

Spread vs growth

-38.1%

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 +4.1%

Total return

+4.1%

Start / end P/E

17.3x → 23.2x

EPS bridge

0.27 → 0.21

Residual

-7.9%

EPS growth-23.3%
Multiple rerating+33.9%
Dividend+1.3%
Residual / FX / buybacks / cross-term-7.9%

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.