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600137.SS$20.53-4.24%
Fair $20.53+0.0%

600137.SS

Sichuan Langsha Holding Ltd.

Consumer Cyclical / Apparel ManufacturingShanghai

$20.53

-0.91 (-4.24%)

Fairly Valued+0.0%Fair Value $20.53Fund rank 32/100 · Data gapFallback financials|
SA 40/C
F-Score: 6/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $69.4M · quality 59.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 71/100Data 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

40/100

C

Piotroski

6/9

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 600137.SSLocal privado en este navegador · Sichuan Langsha Holding 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

$2.0B

P/E

64.2x

↑

EV/EBITDA

32.0x

↑

ROE

5.8%

↑

Gross Margin

24.9%

↓

Debt/Equity

N/A

•
52-Week Range$21
$17$25

TradingView lightweight chart

600137.SS price, volumen y niveles de valoración

Último $20.53Periodo +140.3%
Fair value: $20.53

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

+6.1%

FCF CAGR

+9.8%

FCF margin

18.5%

FCF / Net income

2.23x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $389.8M · net income $32.3M · FCF $72.2M

2022-FY → 2025-FY

Gross margin

24.9%+7.4% pts

Operating margin

10.3%+2.0% pts

Net margin

8.3%+3.0% pts

FCF margin

18.5%+1.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$389.8M$389.8M$379.8M$387.8M$326.8M
Net Income$32.3M$32.3M$23.4M$22.6M$17.3M
EBITDA$46.1M$46.1M$37.8M$39.4M$32.2M
EPS0.330.330.240.230.18
Gross Margin24.9%24.9%20.4%18.0%17.5%
Operating Margin10.3%10.3%8.4%8.7%8.3%
Net Margin8.3%8.3%6.2%5.8%5.3%
Balance Sheet
Debt/Equity——0.000.00—
Current Ratio3.603.60———
Cash Flow
Free Cash Flow$72.2M$72.2M$11.5M$69.4M$54.6M
Returns
ROE5.8%5.8%4.3%4.2%3.3%
Valuation
P/E64.1664.1657.7277.8184.21
EV/EBITDA32.0232.0223.4432.9032.73
P/B3.603.602.503.292.77
Growth & Yield
Revenue Growth2.7%2.7%-2.1%18.7%—
EPS Growth37.8%37.8%3.4%30.9%—
Dividend Yield0.9%0.9%———

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

76.4%

muy exigente

EPS terminal req.

$1.82

Spread vs growth

-38.6%

5Y implied EPS CAGR

46.0%

muy exigente

EPS terminal req.

$2.20

Spread vs growth

-8.3%

10Y implied EPS CAGR

26.7%

muy exigente

EPS terminal req.

$3.55

Spread vs growth

11.0%

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

84.8x → 61.8x

EPS bridge

0.24 → 0.33

Residual

-10.2%

EPS growth+37.8%
Multiple rerating-27.1%
Dividend+0.9%
Residual / FX / buybacks / cross-term-10.2%

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.