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600268.SS$14.17+3.66%
Fair $14.17+0.0%

600268.SS

Guodian Nanjing Automation Co., Ltd.

Technology / Consumer ElectronicsShanghai

$14.17

+0.50 (+3.66%)

Fairly Valued+0.0%Fair Value $14.17Fund rank 38/100 · Data gapFallback financials|
SA 58/C
F-Score: 6/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $844.4M · quality 81.7/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 82/100Data 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

58/100

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: 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 · 600268.SSLocal privado en este navegador · Guodian Nanjing Automation 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

$14.4B

P/E

28.3x

↑

EV/EBITDA

11.0x

↓

ROE

12.8%

↑

Gross Margin

26.3%

↓

Debt/Equity

0.10

↓
52-Week Range$14
$7$17

TradingView lightweight chart

600268.SS price, volumen y niveles de valoración

Último $14.17Periodo +240.5%
Fair value: $14.17

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

+11.2%

FCF CAGR

+27.8%

FCF margin

8.8%

FCF / Net income

1.76x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $9.64B · net income $480.1M · FCF $844.4M

2022-FY → 2025-FY

Gross margin

26.3%+2.7% pts

Operating margin

10.4%+2.4% pts

Net margin

5.0%+2.8% pts

FCF margin

8.8%+3.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$9.64B$9.64B$9.03B$7.62B$7.01B
Net Income$480.1M$480.1M$340.6M$226.9M$152.3M
EBITDA$1.08B$1.08B$872.9M$708.5M$619.9M
EPS0.470.470.340.220.15
Gross Margin26.3%26.3%23.4%24.1%23.6%
Operating Margin10.4%10.4%8.2%7.7%8.0%
Net Margin5.0%5.0%3.8%3.0%2.2%
Balance Sheet
Debt/Equity0.100.100.090.180.22
Current Ratio1.431.43———
Cash Flow
Free Cash Flow$844.4M$844.4M$1.02B$812.1M$404.3M
Returns
ROE12.8%12.8%10.2%7.2%5.5%
Valuation
P/E28.3428.3418.9426.4037.92
EV/EBITDA10.9810.984.686.718.34
P/B3.873.871.931.902.07
Growth & Yield
Revenue Growth6.8%6.8%18.5%8.8%—
EPS Growth38.2%38.2%54.5%46.7%—
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%

3Y implied EPS CAGR

38.8%

muy exigente

EPS terminal req.

$1.26

Spread vs growth

-0.6%

5Y implied EPS CAGR

26.5%

muy exigente

EPS terminal req.

$1.52

Spread vs growth

11.8%

10Y implied EPS CAGR

18.0%

exigente

EPS terminal req.

$2.45

Spread vs growth

20.3%

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 +82.9%

Total return

+82.9%

Start / end P/E

22.9x → 30.1x

EPS bridge

0.34 → 0.47

Residual

+12.1%

EPS growth+38.2%
Multiple rerating+31.6%
Dividend+1.0%
Residual / FX / buybacks / cross-term+12.1%

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.