StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
600020.SS$4.08+1.75%
Fair $4.08+0.0%

600020.SS

Henan Zhongyuan Expressway Company Limited

Industrials / Infrastructure OperationsShanghai

$4.08

+0.07 (+1.75%)

Fairly Valued+0.0%Fair Value $4.08Fund rank 19/100 · Data gapFallback financials|
SA 29/D
F-Score: 5/9
High DebtLow 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 10%

FCF escenarios

weak_data · normalized FCF $550.4M · quality 20.3/100

Data gap 19/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

29/100

D

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: 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. Debt-to-Equity ratio is 2.18, above the 2.0 threshold ROE is 4.0%, below the 5% threshold
Thesis & Journal · 600020.SSLocal privado en este navegador · Henan Zhongyuan Expressway Company Limited
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

$9.2B

P/E

17.0x

↓

EV/EBITDA

14.3x

↑

ROE

4.0%

↓

Gross Margin

35.8%

↑

Debt/Equity

2.18

↑
52-Week Range$4
$4$5

TradingView lightweight chart

600020.SS price, volumen y niveles de valoración

Último $4.080Periodo +49.9%
Fair value: $4.080

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

-3.8%

FCF CAGR

—

FCF margin

8.3%

FCF / Net income

0.88x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.60B · net income $628.5M · FCF $550.4M

2022-FY → 2025-FY

Gross margin

35.8%+15.3% pts

Operating margin

33.8%+15.7% pts

Net margin

9.5%+7.6% pts

FCF margin

8.3%+29.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.60B$6.60B$6.97B$5.70B$7.41B
Net Income$628.5M$628.5M$886.9M$828.4M$140.2M
EBITDA$3.12B$3.12B$3.32B$3.37B$2.52B
EPS0.230.230.340.320.02
Gross Margin35.8%35.8%33.0%41.8%20.5%
Operating Margin33.8%33.8%30.1%37.7%18.1%
Net Margin9.5%9.5%12.7%14.5%1.9%
Balance Sheet
Debt/Equity2.182.182.222.062.62
Current Ratio1.561.56———
Cash Flow
Free Cash Flow$550.4M$550.4M$-941.9M$1.33B$-1.56B
Returns
ROE4.0%4.0%5.8%5.6%1.1%
Valuation
P/E17.0017.0012.0711.90156.22
EV/EBITDA14.3414.3413.2311.8121.38
P/B0.720.720.710.671.74
Growth & Yield
Revenue Growth-5.3%-5.3%22.2%-23.0%—
EPS Growth-32.2%-32.2%6.5%1616.8%—
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

16.4%

exigente

EPS terminal req.

$0.36

Spread vs growth

-48.6%

5Y implied EPS CAGR

13.8%

razonable

EPS terminal req.

$0.44

Spread vs growth

-46.0%

10Y implied EPS CAGR

11.9%

razonable

EPS terminal req.

$0.71

Spread vs growth

-44.0%

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 -9.6%

Total return

-9.6%

Start / end P/E

14.0x → 17.8x

EPS bridge

0.34 → 0.23

Residual

-8.7%

EPS growth-32.2%
Multiple rerating+27.1%
Dividend+4.2%
Residual / FX / buybacks / cross-term-8.7%

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.