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600239.SS$1.55+0.00%
Fair $1.55+0.0%

600239.SS

Yunnan Metropolitan RealEstate Development Co.Ltd

Real Estate / Real Estate - DevelopmentShanghai

$1.55

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $1.55Fund rank 18/100 · Data gapFallback financials|
SA 3/F
F-Score: 3/9
High DebtDeclining RevenueLow Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 0.0/100

Data gap 18/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

3/100

F

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 3unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. Debt-to-Equity ratio is 4.59, above the 2.0 threshold Revenue has declined for 3 consecutive years ROE is -27.6%, below the 5% threshold
Thesis & Journal · 600239.SSLocal privado en este navegador · Yunnan Metropolitan RealEstate Development 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

$2.5B

P/E

N/A

•

EV/EBITDA

25.2x

↑

ROE

-27.6%

↓

Gross Margin

33.2%

↓

Debt/Equity

4.59

↑
52-Week Range$2
$1$3

TradingView lightweight chart

600239.SS price, volumen y niveles de valoración

Último $1.550Periodo +3.0%
Fair value: $1.550

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

-11.9%

FCF CAGR

-63.5%

FCF margin

43.6%

FCF / Net income

-2.69x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.75B · net income $-285.0M · FCF $765.5M

2022-FY → 2025-FY

Gross margin

33.2%-2.7% pts

Operating margin

8.8%+4.3% pts

Net margin

-16.2%+16.4% pts

FCF margin

43.6%-571.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.75B$1.75B$1.93B$1.95B$2.57B
Net Income$-285.0M$-285.0M$-49.5M$-75.8M$-837.8M
EBITDA$258.2M$258.2M$454.7M$548.9M$574.5M
EPS-0.18-0.18-0.03-0.05-0.52
Gross Margin33.2%33.2%35.0%37.9%35.8%
Operating Margin8.8%8.8%11.9%16.3%4.5%
Net Margin-16.2%-16.2%-2.6%-3.9%-32.6%
Balance Sheet
Debt/Equity4.594.594.003.513.29
Current Ratio0.680.68———
Cash Flow
Free Cash Flow$765.5M$765.5M$-44.1M$1.24B$15.81B
Returns
ROE-27.6%-27.6%-3.8%-5.5%-57.9%
Valuation
EV/EBITDA25.1625.1618.9715.4412.49
P/B2.382.383.073.252.06
Growth & Yield
Revenue Growth-9.1%-9.1%-1.1%-24.0%—
EPS Growth-500.0%-500.0%40.0%90.4%—

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 -37.2%

Total return

-37.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.03 → -0.18

Residual

-37.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-37.2%

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.