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600191.SS$10.51-3.04%
Fair $10.51+0.0%

600191.SS

Baotou Huazi Industry Co., Ltd

Consumer Defensive / ConfectionersShanghai

$10.51

-0.33 (-3.04%)

Fairly Valued+0.0%Fair Value $10.51Fund rank 26/100 · Data gapFallback financials|
SA 48/C
F-Score: 6/9
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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $-212.7M · quality 62.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data 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

48/100

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: 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 1.6%, below the 5% threshold
Thesis & Journal · 600191.SSLocal privado en este navegador · Baotou Huazi Industry 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

$5.1B

P/E

75.1x

↑

EV/EBITDA

78.1x

↑

ROE

1.6%

↓

Gross Margin

8.3%

↓

Debt/Equity

0.10

↓
52-Week Range$11
$7$14

TradingView lightweight chart

600191.SS price, volumen y niveles de valoración

Último $10.51Periodo +101.5%
Fair value: $10.51

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+130.3%

FCF CAGR

—

FCF margin

-41.3%

FCF / Net income

-8.36x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $515.7M · net income $25.4M · FCF $-212.7M

2021-FY → 2024-FY

Gross margin

8.3%-10.6% pts

Operating margin

-1.4%+71.4% pts

Net margin

4.9%-18.7% pts

FCF margin

-41.3%+1.4% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$515.7M$515.7M$637.4M$368.5M$42.2M
Net Income$25.4M$25.4M$18.9M$-165.1M$10.0M
EBITDA$70.1M$70.1M$69.7M$-132.4M$21.8M
EPS0.050.050.04-0.34—
Gross Margin8.3%8.3%8.6%11.2%18.9%
Operating Margin-1.4%-1.4%1.1%-0.8%-72.8%
Net Margin4.9%4.9%3.0%-44.8%23.6%
Balance Sheet
Debt/Equity0.100.100.180.20—
Current Ratio0.610.61———
Cash Flow
Free Cash Flow$-212.7M$-212.7M$-64.2M$-240.6M$-18.0M
Returns
ROE1.6%1.6%1.2%-11.1%0.6%
Valuation
P/E75.0775.07152.75——
EV/EBITDA78.1078.1044.53—79.86
P/B3.263.261.871.721.09
Growth & Yield
Revenue Growth-19.1%-19.1%73.0%772.4%—
EPS Growth25.0%25.0%111.8%——

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

165.2%

muy exigente

EPS terminal req.

$0.93

Spread vs growth

-140.2%

5Y implied EPS CAGR

86.5%

muy exigente

EPS terminal req.

$1.13

Spread vs growth

-61.5%

10Y implied EPS CAGR

43.2%

muy exigente

EPS terminal req.

$1.82

Spread vs growth

-18.2%

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 +35.8%

Total return

+35.8%

Start / end P/E

193.5x → 210.2x

EPS bridge

0.04 → 0.05

Residual

+2.2%

EPS growth+25.0%
Multiple rerating+8.6%
Dividend+0.0%
Residual / FX / buybacks / cross-term+2.2%

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.