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v0.1
600197.SS$12.36-3.21%
Fair $12.36+0.0%

600197.SS

Xinjiang Yilite Industry Co.,Ltd

Consumer Defensive / Beverages - Wineries & DistilleriesShanghai

$12.36

-0.41 (-3.21%)

Fairly Valued+0.0%Fair Value $12.36Fund rank 25/100 · Data gapFallback financials|
SA 39/D
F-Score: 1/9
Declining Revenue

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 19%

FCF escenarios

weak_data · normalized FCF $-64.4M · quality 49.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 10/100Data 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

39/100

D

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: 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. Revenue has declined for 2 consecutive years
Thesis & Journal · 600197.SSLocal privado en este navegador · Xinjiang Yilite 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

$5.8B

P/E

33.4x

↑

EV/EBITDA

12.6x

↑

ROE

5.6%

↓

Gross Margin

51.1%

↑

Debt/Equity

0.17

↓
52-Week Range$12
$12$17

TradingView lightweight chart

600197.SS price, volumen y niveles de valoración

Último $12.36Periodo +164.9%
Fair value: $12.36

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

+2.0%

FCF CAGR

—

FCF margin

-17.4%

FCF / Net income

-1.38x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.72B · net income $216.4M · FCF $-299.4M

2022-FY → 2025-FY

Gross margin

51.1%+3.0% pts

Operating margin

19.2%+5.1% pts

Net margin

12.6%+2.4% pts

FCF margin

-17.4%+1.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.72B$1.72B$2.20B$2.23B$1.62B
Net Income$216.4M$216.4M$285.8M$339.9M$165.4M
EBITDA$460.7M$460.7M$572.7M$578.8M$356.6M
EPS0.460.460.610.720.35
Gross Margin51.1%51.1%52.3%48.2%48.0%
Operating Margin19.2%19.2%19.7%20.5%14.1%
Net Margin12.6%12.6%13.0%15.2%10.2%
Balance Sheet
Debt/Equity0.170.170.070.050.05
Current Ratio2.132.13———
Cash Flow
Free Cash Flow$-299.4M$-299.4M$-64.4M$28.5M$-312.0M
Returns
ROE5.6%5.6%7.4%8.9%4.5%
Valuation
P/E33.4133.4125.5529.2868.70
EV/EBITDA12.6412.6412.5816.5229.66
P/B1.511.511.882.613.03
Growth & Yield
Revenue Growth-21.8%-21.8%-1.3%37.5%—
EPS Growth-24.4%-24.4%-15.5%105.6%—
Dividend Yield3.5%3.5%———

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

33.8%

muy exigente

EPS terminal req.

$1.10

Spread vs growth

-58.3%

5Y implied EPS CAGR

23.7%

exigente

EPS terminal req.

$1.33

Spread vs growth

-48.2%

10Y implied EPS CAGR

16.7%

exigente

EPS terminal req.

$2.14

Spread vs growth

-41.1%

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 -13.2%

Total return

-13.2%

Start / end P/E

24.5x → 27.0x

EPS bridge

0.61 → 0.46

Residual

-2.5%

EPS growth-24.4%
Multiple rerating+10.2%
Dividend+3.5%
Residual / FX / buybacks / cross-term-2.5%

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.