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600180.SS$1.48+5.22%
Fair $1.48+0.0%

600180.SS

CCS Supply Chain Management Co., Ltd.

Industrials / Integrated Freight & LogisticsShanghai

$1.48

+0.07 (+5.22%)

Fairly Valued+0.0%Fair Value $1.48Fund rank 22/100 · Data gapFallback financials|
SA 8/F
F-Score: 1/9
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 16%

FCF escenarios

weak_data · normalized FCF $-885.4M · quality 33.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

8/100

F

Piotroski

1/9

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 3 consecutive years ROE is -67.4%, below the 5% threshold
Thesis & Journal · 600180.SSLocal privado en este navegador · CCS Supply Chain Management 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

$1.6B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-67.4%

↓

Gross Margin

2.9%

↓

Debt/Equity

1.13

↑
52-Week Range$1
$1$5

TradingView lightweight chart

600180.SS price, volumen y niveles de valoración

Último $1.410Periodo -85.8%
Fair value: $1.480

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

-27.2%

FCF CAGR

—

FCF margin

-2.8%

FCF / Net income

0.19x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $21.54B · net income $-3.13B · FCF $-603.1M

2022-FY → 2025-FY

Gross margin

2.9%+0.6% pts

Operating margin

0.9%-0.1% pts

Net margin

-14.5%-15.4% pts

FCF margin

-2.8%-8.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$21.54B$21.54B$31.50B$40.09B$55.87B
Net Income$-3.13B$-3.13B$66.6M$294.3M$459.2M
EBITDA$-2.61B$-2.61B$523.8M$743.1M$977.4M
EPS-2.90-2.900.060.280.44
Gross Margin2.9%2.9%3.7%1.9%2.2%
Operating Margin0.9%0.9%1.8%0.2%1.0%
Net Margin-14.5%-14.5%0.2%0.7%0.8%
Balance Sheet
Debt/Equity1.131.130.570.360.37
Current Ratio0.610.61———
Cash Flow
Free Cash Flow$-603.1M$-603.1M$-1.07B$-885.4M$3.19B
Returns
ROE-67.4%-67.4%0.8%3.7%6.1%
Valuation
P/E——63.9222.6013.07
EV/EBITDA——9.527.625.31
P/B0.340.340.540.840.80
Growth & Yield
Revenue Growth-31.6%-31.6%-21.4%-28.2%—
EPS Growth-4798.5%-4798.5%-77.7%-37.4%—
Dividend Yield3.2%3.2%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -65.8%

Total return

-65.8%

Start / end P/E

n/dx → n/dx

EPS bridge

0.06 → -2.90

Residual

-68.9%

EPS growthn/d
Multiple reratingn/d
Dividend+3.2%
Residual / FX / buybacks / cross-term-68.9%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.