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600287.SS$5.32+4.11%
Fair $5.32+0.0%

600287.SS

Soho Fashion Group Co., Ltd.

Consumer Cyclical / Textile ManufacturingShanghai

$5.32

+0.21 (+4.11%)

Fairly Valued+0.0%Fair Value $5.32Fund rank 34/100 · Data gapFallback financials|
SA 37/D
F-Score: 4/9
Low Profitability

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 32% · confianza 25%

FCF escenarios

weak_data · normalized FCF $118.4M · quality 72.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 50/100Data 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

37/100

D

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 5Warnings: 1unknown: 5
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. ROE is 1.1%, below the 5% threshold
Thesis & Journal · 600287.SSLocal privado en este navegador · Soho Fashion Group 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

$2.3B

P/E

106.4x

↑

EV/EBITDA

13.3x

↑

ROE

1.1%

↓

Gross Margin

17.1%

↓

Debt/Equity

0.02

↓
52-Week Range$5
$5$7

TradingView lightweight chart

600287.SS price, volumen y niveles de valoración

Último $5.320Periodo -29.6%
Fair value: $5.320

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2025 · 4 años de histórico normalizado

Revenue CAGR

-10.6%

FCF CAGR

—

FCF margin

4.8%

FCF / Net income

4.72x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.47B · net income $25.1M · FCF $118.4M

2021-FY → 2025-FY

Gross margin

17.1%— pts

Operating margin

2.2%— pts

Net margin

1.0%— pts

FCF margin

4.8%— pts
MetricTTM
2025
2024
2023
2022
2021
Income Statement
Revenue$2.47B$2.47B———$3.88B
Net Income$25.1M$25.1M$48.9M$71.0M$60.0M—
EBITDA$117.0M$117.0M$162.3M$214.2M$193.3M—
EPS0.060.060.110.160.14—
Gross Margin17.1%17.1%————
Operating Margin2.2%2.2%————
Net Margin1.0%1.0%————
Balance Sheet
Debt/Equity0.020.020.060.380.47—
Current Ratio3.563.56————
Cash Flow
Free Cash Flow$118.4M$118.4M$496.7M$-36.6M$56.1M—
Returns
ROE1.1%1.1%2.3%3.9%3.5%—
Valuation
P/E106.40106.4036.4337.9937.70—
EV/EBITDA13.3213.327.4812.2710.80—
P/B0.980.980.851.491.31—
Growth & Yield
EPS Growth-48.7%-48.7%-31.0%18.2%——

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

101.7%

muy exigente

EPS terminal req.

$0.47

Spread vs growth

-150.4%

5Y implied EPS CAGR

58.3%

muy exigente

EPS terminal req.

$0.57

Spread vs growth

-106.9%

10Y implied EPS CAGR

31.9%

muy exigente

EPS terminal req.

$0.92

Spread vs growth

-80.6%

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 +5.8%

Total return

+5.8%

Start / end P/E

44.9x → 92.5x

EPS bridge

0.11 → 0.06

Residual

-51.6%

EPS growth-48.7%
Multiple rerating+106.0%
Dividend+0.0%
Residual / FX / buybacks / cross-term-51.6%

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.