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600262.SS$22.45-1.10%
Fair $22.45+0.0%

600262.SS

Inner Mongolia North Hauler Joint Stock Co., Ltd.

Industrials / Farm & Heavy Construction MachineryShanghai

$22.45

-0.25 (-1.10%)

Fairly Valued+0.0%Fair Value $22.45Fund rank 36/100 · Data gapFallback financials|
SA 56/C
F-Score: 5/9

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 $164.7M · quality 76.3/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 70/100Data 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

56/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 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.
Thesis & Journal · 600262.SSLocal privado en este navegador · Inner Mongolia North Hauler Joint Stock 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

$3.8B

P/E

16.8x

↑

EV/EBITDA

10.7x

↑

ROE

11.0%

↑

Gross Margin

19.1%

↓

Debt/Equity

0.06

↓
52-Week Range$22
$20$35

TradingView lightweight chart

600262.SS price, volumen y niveles de valoración

Último $22.45Periodo +51.2%
Fair value: $22.45

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

+21.0%

FCF CAGR

+65.6%

FCF margin

11.9%

FCF / Net income

1.95x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.92B · net income $178.9M · FCF $348.0M

2021-FY → 2024-FY

Gross margin

19.1%+5.2% pts

Operating margin

11.5%+9.0% pts

Net margin

6.1%+0.5% pts

FCF margin

11.9%+7.3% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$2.92B$2.92B$2.40B$2.23B$1.65B
Net Income$178.9M$178.9M$141.7M$118.8M$93.2M
EBITDA$285.4M$285.4M$239.7M$213.4M$143.5M
EPS1.051.050.830.700.55
Gross Margin19.1%19.1%19.8%18.2%14.0%
Operating Margin11.5%11.5%9.9%7.2%2.5%
Net Margin6.1%6.1%5.9%5.3%5.7%
Balance Sheet
Debt/Equity0.060.060.070.140.15
Current Ratio1.541.54———
Cash Flow
Free Cash Flow$348.0M$348.0M$164.7M$127.4M$76.6M
Returns
ROE11.0%11.0%9.5%8.6%7.2%
Valuation
P/E16.7516.7523.2823.4446.44
EV/EBITDA10.7110.7111.8711.5328.67
P/B2.352.352.222.013.34
Growth & Yield
Revenue Growth21.4%21.4%7.5%35.8%—
EPS Growth26.5%26.5%18.6%27.3%—
Dividend Yield1.4%1.4%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

23.8%

exigente

EPS terminal req.

$1.99

Spread vs growth

2.7%

5Y implied EPS CAGR

18.1%

exigente

EPS terminal req.

$2.41

Spread vs growth

8.4%

10Y implied EPS CAGR

14.0%

razonable

EPS terminal req.

$3.88

Spread vs growth

12.5%

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 +7.6%

Total return

+7.6%

Start / end P/E

25.5x → 21.4x

EPS bridge

0.83 → 1.05

Residual

-4.2%

EPS growth+26.5%
Multiple rerating-16.0%
Dividend+1.4%
Residual / FX / buybacks / cross-term-4.2%

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.