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600189.SS$7.88-4.14%
Fair $7.88+0.0%

600189.SS

Jilin Quanyangquan Co., Ltd.

Consumer Defensive / Beverages - Non-AlcoholicShanghai

$7.88

-0.34 (-4.14%)

Fairly Valued+0.0%Fair Value $7.88Fund rank 32/100 · Data gapFallback financials|
SA 36/D
F-Score: 8/9
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 $130.9M · quality 59.7/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 75/100Data 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

36/100

D

Piotroski

8/9

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 1.2%, below the 5% threshold
Thesis & Journal · 600189.SSLocal privado en este navegador · Jilin Quanyangquan 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

$5.6B

P/E

262.7x

↑

EV/EBITDA

34.4x

↑

ROE

1.2%

↓

Gross Margin

36.4%

↑

Debt/Equity

1.20

↑
52-Week Range$8
$7$9

TradingView lightweight chart

600189.SS price, volumen y niveles de valoración

Último $7.880Periodo +64.8%
Fair value: $7.880

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

-0.3%

FCF CAGR

-19.5%

FCF margin

10.4%

FCF / Net income

8.68x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.26B · net income $15.1M · FCF $130.9M

2022-FY → 2025-FY

Gross margin

36.4%+2.2% pts

Operating margin

12.9%+2.0% pts

Net margin

1.2%-3.4% pts

FCF margin

10.4%-9.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.26B$1.26B$1.20B$1.12B$1.27B
Net Income$15.1M$15.1M$6.1M$-457.2M$57.7M
EBITDA$201.1M$201.1M$136.7M$-317.9M$180.0M
EPS0.020.020.01-0.640.08
Gross Margin36.4%36.4%31.9%32.4%34.2%
Operating Margin12.9%12.9%5.6%4.8%10.9%
Net Margin1.2%1.2%0.5%-40.7%4.5%
Balance Sheet
Debt/Equity1.201.201.251.301.01
Current Ratio1.081.08———
Cash Flow
Free Cash Flow$130.9M$130.9M$87.9M$184.8M$250.9M
Returns
ROE1.2%1.2%0.5%-38.3%3.5%
Valuation
P/E262.67262.67682.00—84.75
EV/EBITDA34.4134.4135.39—34.15
P/B4.844.843.465.982.96
Growth & Yield
Revenue Growth5.0%5.0%6.8%-11.6%—
EPS Growth100.0%100.0%101.6%-900.0%—

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

227.0%

muy exigente

EPS terminal req.

$0.70

Spread vs growth

-127.0%

5Y implied EPS CAGR

111.5%

muy exigente

EPS terminal req.

$0.85

Spread vs growth

-11.5%

10Y implied EPS CAGR

52.5%

muy exigente

EPS terminal req.

$1.36

Spread vs growth

47.5%

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 +8.5%

Total return

+8.5%

Start / end P/E

726.0x → 394.0x

EPS bridge

0.01 → 0.02

Residual

-45.7%

EPS growth+100.0%
Multiple rerating-45.7%
Dividend+0.0%
Residual / FX / buybacks / cross-term-45.7%

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.