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600017.SS$2.85+2.89%
Fair $2.85+0.0%

600017.SS

Rizhao Port Co.,Ltd

Industrials / Marine ShippingShanghai

$2.85

+0.08 (+2.89%)

Fairly Valued+0.0%Fair Value $2.85Fund rank 21/100 · Data gapFallback financials|
SA 22/D
F-Score: 3/9
Low 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 14%

FCF escenarios

weak_data · normalized FCF $-230.0M · quality 28.3/100

Data gap 21/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

22/100

D

Piotroski

3/9

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. ROE is 3.5%, below the 5% threshold
Thesis & Journal · 600017.SSLocal privado en este navegador · Rizhao Port 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

$8.8B

P/E

20.4x

↑

EV/EBITDA

8.3x

↓

ROE

3.5%

↓

Gross Margin

20.2%

↓

Debt/Equity

1.25

↑
52-Week Range$3
$3$3

TradingView lightweight chart

600017.SS price, volumen y niveles de valoración

Último $2.850Periodo +32.6%
Fair value: $2.850

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

-2.6%

FCF CAGR

—

FCF margin

-0.8%

FCF / Net income

-0.13x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.82B · net income $494.8M · FCF $-64.9M

2022-FY → 2025-FY

Gross margin

20.2%-2.9% pts

Operating margin

14.8%-2.4% pts

Net margin

6.3%-2.0% pts

FCF margin

-0.8%-0.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.82B$7.82B$8.46B$8.16B$8.46B
Net Income$494.8M$494.8M$654.9M$640.7M$708.3M
EBITDA$3.02B$3.02B$3.24B$3.16B$2.79B
EPS0.160.160.210.210.23
Gross Margin20.2%20.2%23.6%22.9%23.1%
Operating Margin14.8%14.8%18.0%18.5%17.2%
Net Margin6.3%6.3%7.7%7.9%8.4%
Balance Sheet
Debt/Equity1.251.251.231.180.81
Current Ratio0.370.37———
Cash Flow
Free Cash Flow$-64.9M$-64.9M$-230.0M$-671.1M$-34.2M
Returns
ROE3.5%3.5%4.8%4.8%4.6%
Valuation
P/E20.3620.3614.5713.1012.13
EV/EBITDA8.328.327.747.177.07
P/B0.630.630.690.630.55
Growth & Yield
Revenue Growth-7.6%-7.6%3.7%-3.6%—
EPS Growth-23.8%-23.8%0.0%-8.7%—
Dividend Yield4.2%4.2%———

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

16.5%

exigente

EPS terminal req.

$0.25

Spread vs growth

-40.3%

5Y implied EPS CAGR

13.8%

razonable

EPS terminal req.

$0.31

Spread vs growth

-37.7%

10Y implied EPS CAGR

11.9%

razonable

EPS terminal req.

$0.49

Spread vs growth

-35.7%

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 -13.0%

Total return

-13.0%

Start / end P/E

16.4x → 17.8x

EPS bridge

0.21 → 0.16

Residual

-2.1%

EPS growth-23.8%
Multiple rerating+8.7%
Dividend+4.2%
Residual / FX / buybacks / cross-term-2.1%

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.