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301519.SZ$13.42-2.75%
Fair $13.42+0.0%

301519.SZ

Anhui Shun Yu Water Co., Ltd.

Industrials / Waste ManagementShenzhen

$13.42

-0.38 (-2.75%)

Fairly Valued+0.0%Fair Value $13.42Fund rank 24/100 · Data gapFallback financials|
SA 21/D
F-Score: 0/9
Declining RevenueMargin CompressionLow 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 20%

FCF escenarios

weak_data · normalized FCF $-313.7M · quality 53.0/100

Data gap 24/100
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

21/100

D

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. Revenue has declined for 3 consecutive years Operating margin has declined for 3 consecutive years ROE is -1.9%, below the 5% threshold
Thesis & Journal · 301519.SZLocal privado en este navegador · Anhui Shun Yu Water 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

$2.2B

P/E

N/A

•

EV/EBITDA

90.3x

↑

ROE

-1.9%

↓

Gross Margin

32.7%

↑

Debt/Equity

0.88

↑
52-Week Range$13
$13$16

TradingView lightweight chart

301519.SZ price, volumen y niveles de valoración

Último $13.42Periodo -60.7%
Fair value: $13.42

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

-8.3%

FCF CAGR

—

FCF margin

-30.1%

FCF / Net income

6.46x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $578.8M · net income $-27.0M · FCF $-174.5M

2022-FY → 2025-FY

Gross margin

32.7%-1.0% pts

Operating margin

9.8%-11.5% pts

Net margin

-4.7%-18.0% pts

FCF margin

-30.1%-20.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$578.8M$578.8M$652.6M$704.5M$751.6M
Net Income$-27.0M$-27.0M$13.6M$67.7M$100.6M
EBITDA$33.0M$33.0M$73.8M$134.2M$195.1M
EPS-0.17-0.170.080.480.82
Gross Margin32.7%32.7%33.7%33.2%33.7%
Operating Margin9.8%9.8%14.2%17.1%21.2%
Net Margin-4.7%-4.7%2.1%9.6%13.4%
Balance Sheet
Debt/Equity0.880.880.680.540.90
Current Ratio1.611.61———
Cash Flow
Free Cash Flow$-174.5M$-174.5M$-323.8M$-313.7M$-73.4M
Returns
ROE-1.9%-1.9%0.9%4.5%14.2%
Valuation
P/E——153.7542.75—
EV/EBITDA90.3090.3038.9923.28—
P/B1.531.531.411.91—
Growth & Yield
Revenue Growth-11.3%-11.3%-7.4%-6.3%—
EPS Growth-312.5%-312.5%-83.3%-41.5%—
Dividend Yield0.7%0.7%———

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 +0.2%

Total return

+0.2%

Start / end P/E

n/dx → n/dx

EPS bridge

0.08 → -0.17

Residual

-0.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.7%
Residual / FX / buybacks / cross-term-0.5%

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.