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300621.SZ$7.68-4.48%
Fair $7.68+0.0%

300621.SZ

Weiye Construction Group Co., Ltd.

Industrials / Engineering & ConstructionShenzhen

$7.68

-0.36 (-4.48%)

Fairly Valued+0.0%Fair Value $7.68Fund rank 24/100 · Data gapFallback financials|
SA 9/F
F-Score: 0/9
High DebtDeclining 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 35% · confianza 12%

FCF escenarios

weak_data · normalized FCF $-184.6M · quality 31.3/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

9/100

F

Piotroski

0/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 3unknown: 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. Debt-to-Equity ratio is 2.56, above the 2.0 threshold Revenue has declined for 2 consecutive years ROE is -70.4%, below the 5% threshold
Thesis & Journal · 300621.SZLocal privado en este navegador · Weiye Construction 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

$1.6B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-70.4%

↓

Gross Margin

2.6%

↓

Debt/Equity

2.56

↑
52-Week Range$8
$7$10

TradingView lightweight chart

300621.SZ price, volumen y niveles de valoración

Último $7.680Periodo -15.4%
Fair value: $7.680

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

-16.3%

FCF CAGR

—

FCF margin

-10.7%

FCF / Net income

2.29x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.68B · net income $-407.2M · FCF $-932.2M

2022-FY → 2025-FY

Gross margin

2.6%-2.5% pts

Operating margin

-0.7%-3.7% pts

Net margin

-4.7%-4.7% pts

FCF margin

-10.7%-20.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$8.68B$8.68B$11.77B$15.53B$14.79B
Net Income$-407.2M$-407.2M$8.3M$8.0M$5.6M
EBITDA$-250.0M$-250.0M$238.4M$330.1M$370.0M
EPS-1.96-1.960.040.040.03
Gross Margin2.6%2.6%6.2%5.2%5.2%
Operating Margin-0.7%-0.7%3.5%3.1%3.0%
Net Margin-4.7%-4.7%0.1%0.1%0.0%
Balance Sheet
Debt/Equity2.562.561.030.910.41
Current Ratio1.001.00———
Cash Flow
Free Cash Flow$-932.2M$-932.2M$302.3M$-184.6M$1.44B
Returns
ROE-70.4%-70.4%1.0%1.0%0.2%
Valuation
P/E——222.00283.00279.33
EV/EBITDA——3.054.561.34
P/B2.762.762.162.740.52
Growth & Yield
Revenue Growth-26.2%-26.2%-24.2%5.0%—
EPS Growth-5000.0%-5000.0%0.0%33.3%—
Dividend Yield0.1%0.1%———

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 -14.8%

Total return

-14.8%

Start / end P/E

n/dx → n/dx

EPS bridge

0.04 → -1.96

Residual

-15.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.1%
Residual / FX / buybacks / cross-term-15.0%

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.