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600300.SS$3.23+0.91%
Fair $3.23+0.0%

600300.SS

V V Food & Beverage Co.,Ltd

Consumer Defensive / Packaged FoodsShanghai

$3.23

+0.03 (+0.91%)

Fairly Valued+0.0%Fair Value $3.23Fund rank 34/100 · Data gapFallback financials|
SA 48/C
F-Score: 4/9
Declining Revenue

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $611.4M · quality 68.7/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 55/100Data 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

48/100

C

Piotroski

4/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Revenue has declined for 3 consecutive years
Thesis & Journal · 600300.SSLocal privado en este navegador · V V Food & Beverage 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

$5.2B

P/E

14.7x

↓

EV/EBITDA

5.8x

↓

ROE

9.2%

↑

Gross Margin

28.4%

↑

Debt/Equity

0.08

↓
52-Week Range$3
$3$4

TradingView lightweight chart

600300.SS price, volumen y niveles de valoración

Último $3.310Periodo +8.4%
Fair value: $3.230

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

-7.4%

FCF CAGR

+78.7%

FCF margin

26.0%

FCF / Net income

2.60x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.35B · net income $334.5M · FCF $870.8M

2022-FY → 2025-FY

Gross margin

28.4%+7.7% pts

Operating margin

12.9%+4.6% pts

Net margin

10.0%+7.7% pts

FCF margin

26.0%+22.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.35B$3.35B$3.66B$4.04B$4.22B
Net Income$334.5M$334.5M$411.1M$209.5M$95.3M
EBITDA$647.4M$647.4M$768.6M$571.6M$498.9M
EPS0.210.210.250.130.06
Gross Margin28.4%28.4%27.0%22.2%20.8%
Operating Margin12.9%12.9%13.7%9.3%8.3%
Net Margin10.0%10.0%11.2%5.2%2.3%
Balance Sheet
Debt/Equity0.080.080.060.130.33
Current Ratio2.032.03———
Cash Flow
Free Cash Flow$870.8M$870.8M$259.0M$611.4M$152.5M
Returns
ROE9.2%9.2%11.8%6.6%3.1%
Valuation
P/E14.6814.6812.2823.7757.17
EV/EBITDA5.845.845.768.2711.78
P/B1.421.421.451.571.78
Growth & Yield
Revenue Growth-8.4%-8.4%-9.4%-4.4%—
EPS Growth-16.0%-16.0%92.3%116.7%—
Dividend Yield3.4%3.4%———

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

10.9%

razonable

EPS terminal req.

$0.29

Spread vs growth

-26.9%

5Y implied EPS CAGR

10.6%

razonable

EPS terminal req.

$0.35

Spread vs growth

-26.6%

10Y implied EPS CAGR

10.3%

razonable

EPS terminal req.

$0.56

Spread vs growth

-26.3%

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 -3.6%

Total return

-3.6%

Start / end P/E

14.2x → 15.8x

EPS bridge

0.25 → 0.21

Residual

-1.7%

EPS growth-16.0%
Multiple rerating+10.7%
Dividend+3.4%
Residual / FX / buybacks / cross-term-1.7%

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.