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600266.SS$4.86+1.25%
Fair $4.86+0.0%

600266.SS

Beijing Urban Construction Investment & Development Co., Ltd.

Real Estate / Real Estate - DevelopmentShanghai

$4.86

+0.06 (+1.25%)

Fairly Valued+0.0%Fair Value $4.86Fund rank 25/100 · Data gapFallback financials|
SA 25/D
F-Score: 6/9
Low 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 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 42/100Data 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

25/100

D

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. 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. ROE is -2.0%, below the 5% threshold
Thesis & Journal · 600266.SSLocal privado en este navegador · Beijing Urban Construction Investment & 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

$10.1B

P/E

N/A

•

EV/EBITDA

35.3x

↑

ROE

-2.0%

↓

Gross Margin

20.0%

↓

Debt/Equity

1.84

↑
52-Week Range$5
$4$8

TradingView lightweight chart

600266.SS price, volumen y niveles de valoración

Último $4.860Periodo +92.2%
Fair value: $4.860

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

+7.2%

FCF CAGR

-59.1%

FCF margin

1.8%

FCF / Net income

-1.35x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $30.28B · net income $-413.2M · FCF $558.8M

2022-FY → 2025-FY

Gross margin

20.0%+6.2% pts

Operating margin

10.3%+3.6% pts

Net margin

-1.4%+2.4% pts

FCF margin

1.8%-31.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$30.28B$30.28B$25.44B$20.36B$24.56B
Net Income$-413.2M$-413.2M$-951.0M$558.9M$-926.2M
EBITDA$1.02B$1.02B$-481.9M$1.40B$-67.6M
EPS-0.29-0.29-0.550.16-0.56
Gross Margin20.0%20.0%15.8%20.4%13.7%
Operating Margin10.3%10.3%7.7%7.7%6.7%
Net Margin-1.4%-1.4%-3.7%2.7%-3.8%
Balance Sheet
Debt/Equity1.841.841.651.601.86
Current Ratio2.042.04———
Cash Flow
Free Cash Flow$558.8M$558.8M$5.50B$13.01B$8.19B
Returns
ROE-2.0%-2.0%-4.3%2.4%-3.8%
Valuation
P/E———29.70—
EV/EBITDA35.2935.29—28.93—
P/B0.340.340.360.700.31
Growth & Yield
Revenue Growth19.0%19.0%24.9%-17.1%—
EPS Growth47.5%47.5%-454.3%127.9%—
Dividend Yield1.0%1.0%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 +10.5%

Total return

+10.5%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.55 → -0.29

Residual

+9.5%

EPS growthn/d
Multiple reratingn/d
Dividend+1.0%
Residual / FX / buybacks / cross-term+9.5%

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.