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v0.1
600129.SS$14.59+0.48%
Fair $14.59+0.0%

600129.SS

Chongqing Taiji Industry(Group) Co.,Ltd

Healthcare / Drug Manufacturers - Specialty & GenericShanghai

$14.59

+0.07 (+0.48%)

Fairly Valued+0.0%Fair Value $14.59Fund rank 22/100 · Data gapFallback financials|
SA 24/D
F-Score: 5/9
Declining RevenueLow 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 $-164.1M · quality 28.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

24/100

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. Revenue has declined for 2 consecutive years ROE is 3.4%, below the 5% threshold
Thesis & Journal · 600129.SSLocal privado en este navegador · Chongqing Taiji Industry(Group) 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

$8.0B

P/E

69.5x

↑

EV/EBITDA

14.8x

↑

ROE

3.4%

↑

Gross Margin

29.6%

↓

Debt/Equity

1.55

↑
52-Week Range$15
$14$26

TradingView lightweight chart

600129.SS price, volumen y niveles de valoración

Último $14.59Periodo +57.4%
Fair value: $14.59

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

-9.4%

FCF CAGR

-63.5%

FCF margin

0.6%

FCF / Net income

0.50x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $10.50B · net income $120.6M · FCF $60.7M

2022-FY → 2025-FY

Gross margin

29.6%-15.8% pts

Operating margin

4.1%-1.5% pts

Net margin

1.1%-1.4% pts

FCF margin

0.6%-8.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$10.50B$10.50B$12.39B$15.62B$14.13B
Net Income$120.6M$120.6M$26.7M$822.1M$354.4M
EBITDA$830.8M$830.8M$887.3M$1.60B$1.03B
EPS0.220.220.051.480.64
Gross Margin29.6%29.6%39.3%48.6%45.4%
Operating Margin4.1%4.1%4.9%8.5%5.7%
Net Margin1.1%1.1%0.2%5.3%2.5%
Balance Sheet
Debt/Equity1.551.551.461.171.48
Current Ratio0.740.74———
Cash Flow
Free Cash Flow$60.7M$60.7M$-1.46B$-164.1M$1.25B
Returns
ROE3.4%3.4%0.8%22.7%11.5%
Valuation
P/E69.4869.48448.2031.0748.22
EV/EBITDA14.8414.8418.2917.3718.78
P/B2.282.283.427.055.53
Growth & Yield
Revenue Growth-15.2%-15.2%-20.7%10.6%—
EPS Growth340.0%340.0%-96.6%131.3%—

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

80.5%

muy exigente

EPS terminal req.

$1.29

Spread vs growth

259.5%

5Y implied EPS CAGR

48.1%

muy exigente

EPS terminal req.

$1.57

Spread vs growth

291.9%

10Y implied EPS CAGR

27.6%

muy exigente

EPS terminal req.

$2.52

Spread vs growth

312.4%

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 -33.4%

Total return

-33.4%

Start / end P/E

438.0x → 66.3x

EPS bridge

0.05 → 0.22

Residual

-288.5%

EPS growth+340.0%
Multiple rerating-84.9%
Dividend+0.0%
Residual / FX / buybacks / cross-term-288.5%

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.