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600035.SS$3.93+2.08%
Fair $3.93+0.0%

600035.SS

Hubei Chutian Smart Communication Co.,Ltd.

Industrials / Infrastructure OperationsShanghai

$3.93

+0.08 (+2.08%)

Fairly Valued+0.0%Fair Value $3.93Fund rank 28/100 · Data gapFallback financials|
SA 37/D
F-Score: 4/9
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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $604.8M · quality 42.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 35/100Data 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

37/100

D

Piotroski

4/9

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 · 600035.SSLocal privado en este navegador · Hubei Chutian Smart Communication 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

$6.3B

P/E

12.3x

↓

EV/EBITDA

8.0x

↓

ROE

6.1%

↑

Gross Margin

18.5%

↓

Debt/Equity

1.05

↑
52-Week Range$4
$4$5

TradingView lightweight chart

600035.SS price, volumen y niveles de valoración

Último $3.930Periodo +22.3%
Fair value: $3.930

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

+31.1%

FCF CAGR

—

FCF margin

-20.1%

FCF / Net income

-2.45x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.57B · net income $539.9M · FCF $-1.32B

2022-FY → 2025-FY

Gross margin

18.5%-32.8% pts

Operating margin

16.5%-29.8% pts

Net margin

8.2%-16.6% pts

FCF margin

-20.1%-72.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.57B$6.57B$4.39B$3.20B$2.92B
Net Income$539.9M$539.9M$767.6M$942.3M$722.6M
EBITDA$1.83B$1.83B$2.16B$2.29B$1.97B
EPS0.340.340.480.590.45
Gross Margin18.5%18.5%32.2%46.0%51.3%
Operating Margin16.5%16.5%29.0%42.2%46.4%
Net Margin8.2%8.2%17.5%29.5%24.8%
Balance Sheet
Debt/Equity1.051.050.860.881.02
Current Ratio0.520.52———
Cash Flow
Free Cash Flow$-1.32B$-1.32B$794.4M$604.8M$1.52B
Returns
ROE6.1%6.1%8.9%11.5%9.6%
Valuation
P/E12.2812.289.176.787.42
EV/EBITDA8.048.046.265.215.63
P/B0.700.700.820.780.72
Growth & Yield
Revenue Growth49.8%49.8%37.3%9.6%—
EPS Growth-29.2%-29.2%-18.6%31.1%—
Dividend Yield4.3%4.3%———

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

0.8%

fácil

EPS terminal req.

$0.35

Spread vs growth

-30.0%

5Y implied EPS CAGR

4.4%

fácil

EPS terminal req.

$0.42

Spread vs growth

-33.6%

10Y implied EPS CAGR

7.2%

razonable

EPS terminal req.

$0.68

Spread vs growth

-36.3%

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 -8.5%

Total return

-8.5%

Start / end P/E

9.4x → 11.6x

EPS bridge

0.48 → 0.34

Residual

-6.7%

EPS growth-29.2%
Multiple rerating+23.0%
Dividend+4.3%
Residual / FX / buybacks / cross-term-6.7%

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.