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600054.SS$11.16-0.36%
Fair $11.16+0.0%

600054.SS

Huangshan Tourism Development Co.,Ltd.

Consumer Cyclical / LodgingShanghai

$11.16

-0.04 (-0.36%)

Fairly Valued+0.0%Fair Value $11.16Fund rank 31/100 · Data gapFallback financials|
SA 41/C
F-Score: 4/9

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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $270.3M · quality 53.0/100

Data gap 31/100
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

41/100

C

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: 0unknown: 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.
Thesis & Journal · 600054.SSLocal privado en este navegador · Huangshan Tourism Development 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

$8.1B

P/E

27.9x

↑

EV/EBITDA

9.5x

↑

ROE

6.1%

↑

Gross Margin

46.9%

↑

Debt/Equity

0.07

↓
52-Week Range$11
$11$15

TradingView lightweight chart

600054.SS price, volumen y niveles de valoración

Último $11.16Periodo +187.4%
Fair value: $11.16

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

+38.2%

FCF CAGR

—

FCF margin

6.7%

FCF / Net income

0.48x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.11B · net income $292.5M · FCF $141.0M

2022-FY → 2025-FY

Gross margin

46.9%+26.5% pts

Operating margin

23.6%+49.8% pts

Net margin

13.9%+30.2% pts

FCF margin

6.7%+23.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.11B$2.11B$1.93B$1.93B$799.9M
Net Income$292.5M$292.5M$315.0M$422.9M$-130.4M
EBITDA$711.7M$711.7M$721.4M$844.1M$58.4M
EPS0.400.400.430.58-0.18
Gross Margin46.9%46.9%51.8%54.0%20.4%
Operating Margin23.6%23.6%27.7%32.6%-26.2%
Net Margin13.9%13.9%16.3%21.9%-16.3%
Balance Sheet
Debt/Equity0.070.070.060.080.09
Current Ratio3.113.11———
Cash Flow
Free Cash Flow$141.0M$141.0M$270.3M$508.4M$-135.0M
Returns
ROE6.1%6.1%6.8%9.4%-3.2%
Valuation
P/E27.9027.9024.6319.53—
EV/EBITDA9.519.518.627.90127.42
P/B1.711.711.671.842.12
Growth & Yield
Revenue Growth9.2%9.2%0.1%141.2%—
EPS Growth-7.0%-7.0%-25.9%422.2%—
Dividend Yield2.2%2.2%———

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

35.3%

muy exigente

EPS terminal req.

$0.99

Spread vs growth

-42.3%

5Y implied EPS CAGR

24.5%

exigente

EPS terminal req.

$1.20

Spread vs growth

-31.5%

10Y implied EPS CAGR

17.0%

exigente

EPS terminal req.

$1.93

Spread vs growth

-24.0%

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 -1.3%

Total return

-1.3%

Start / end P/E

26.9x → 27.9x

EPS bridge

0.43 → 0.40

Residual

-0.3%

EPS growth-7.0%
Multiple rerating+3.8%
Dividend+2.2%
Residual / FX / buybacks / cross-term-0.3%

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.