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v0.1
600099.SS$9.65-2.82%
Fair $9.65+0.0%

600099.SS

Linhai Co.,Ltd.

Consumer Cyclical / Auto PartsShanghai

$9.65

-0.28 (-2.82%)

Fairly Valued+0.0%Fair Value $9.65Fund rank 36/100 · Data gapFallback financials|
SA 52/C
F-Score: 7/9
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $111.9M · quality 73.7/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 69/100Data 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

52/100

C

Piotroski

7/9

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 4.5%, below the 5% threshold
Thesis & Journal · 600099.SSLocal privado en este navegador · Linhai 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

$2.1B

P/E

80.4x

↑

EV/EBITDA

46.0x

↑

ROE

4.5%

↓

Gross Margin

13.2%

↓

Debt/Equity

0.02

↓
52-Week Range$10
$10$12

TradingView lightweight chart

600099.SS price, volumen y niveles de valoración

Último $9.650Periodo +126.1%
Fair value: $9.650

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

+15.7%

FCF CAGR

+56.3%

FCF margin

9.9%

FCF / Net income

4.56x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.13B · net income $24.6M · FCF $111.9M

2022-FY → 2025-FY

Gross margin

13.2%+0.7% pts

Operating margin

2.3%+0.6% pts

Net margin

2.2%+0.9% pts

FCF margin

9.9%+5.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.13B$1.13B$1.05B$694.8M$730.4M
Net Income$24.6M$24.6M$18.4M$13.3M$9.3M
EBITDA$41.8M$41.8M$34.7M$25.4M$23.0M
EPS0.110.110.080.060.04
Gross Margin13.2%13.2%11.8%13.6%12.4%
Operating Margin2.3%2.3%1.4%3.0%1.6%
Net Margin2.2%2.2%1.8%1.9%1.3%
Balance Sheet
Debt/Equity0.020.020.060.060.06
Current Ratio1.101.10———
Cash Flow
Free Cash Flow$111.9M$111.9M$91.9M$126.2M$29.3M
Returns
ROE4.5%4.5%3.5%2.6%1.9%
Valuation
P/E80.4280.4298.69163.61203.72
EV/EBITDA45.9545.9547.6277.3878.57
P/B3.873.873.474.273.78
Growth & Yield
Revenue Growth7.7%7.7%51.2%-4.9%—
EPS Growth33.3%33.3%37.7%41.9%—
Dividend Yield0.3%0.3%———

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

97.0%

muy exigente

EPS terminal req.

$0.86

Spread vs growth

-63.7%

5Y implied EPS CAGR

56.0%

muy exigente

EPS terminal req.

$1.04

Spread vs growth

-22.7%

10Y implied EPS CAGR

31.0%

muy exigente

EPS terminal req.

$1.67

Spread vs growth

2.3%

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 -12.1%

Total return

-12.1%

Start / end P/E

131.1x → 86.2x

EPS bridge

0.08 → 0.11

Residual

-11.4%

EPS growth+33.3%
Multiple rerating-34.3%
Dividend+0.3%
Residual / FX / buybacks / cross-term-11.4%

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.