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600335.SS$5.63-0.71%
Fair $5.63+0.0%

600335.SS

Sinomach Automobile Co.,Ltd.

Consumer Cyclical / Auto & Truck DealershipsShanghai

$5.63

-0.04 (-0.71%)

Fairly Valued+0.0%Fair Value $5.63Fund rank 25/100 · Data gapFallback financials|
SA 46/C
F-Score: 7/9
Declining RevenueLow 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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $1.6B · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 7/100Data 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

46/100

C

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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 2 consecutive years ROE is 3.6%, below the 5% threshold
Thesis & Journal · 600335.SSLocal privado en este navegador · Sinomach Automobile 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

$8.4B

P/E

20.1x

↑

EV/EBITDA

3.4x

↓

ROE

3.6%

↓

Gross Margin

8.1%

↓

Debt/Equity

0.17

↓
52-Week Range$6
$5$7

TradingView lightweight chart

600335.SS price, volumen y niveles de valoración

Último $5.630Periodo +48.8%
Fair value: $5.630

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

-3.5%

FCF CAGR

—

FCF margin

8.4%

FCF / Net income

7.12x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $35.60B · net income $421.4M · FCF $3.00B

2022-FY → 2025-FY

Gross margin

8.1%-0.0% pts

Operating margin

1.9%-0.8% pts

Net margin

1.2%+0.4% pts

FCF margin

8.4%+16.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$35.60B$35.60B$42.02B$43.52B$39.57B
Net Income$421.4M$421.4M$392.5M$20.8M$318.6M
EBITDA$1.41B$1.41B$1.34B$865.7M$1.11B
EPS0.280.280.260.010.22
Gross Margin8.1%8.1%7.3%7.2%8.1%
Operating Margin1.9%1.9%1.7%2.0%2.7%
Net Margin1.2%1.2%0.9%0.0%0.8%
Balance Sheet
Debt/Equity0.170.170.280.240.29
Current Ratio1.231.23———
Cash Flow
Free Cash Flow$3.00B$3.00B$1.57B$-609.6M$-3.32B
Returns
ROE3.6%3.6%3.4%0.2%2.8%
Valuation
P/E20.1120.1122.56633.8136.67
EV/EBITDA3.393.394.7814.0710.65
P/B0.730.730.781.211.04
Growth & Yield
Revenue Growth-15.3%-15.3%-3.4%10.0%—
EPS Growth7.4%7.4%1787.8%-93.6%—
Dividend Yield1.9%1.9%———

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

21.0%

exigente

EPS terminal req.

$0.50

Spread vs growth

-13.6%

5Y implied EPS CAGR

16.5%

exigente

EPS terminal req.

$0.60

Spread vs growth

-9.1%

10Y implied EPS CAGR

13.2%

razonable

EPS terminal req.

$0.97

Spread vs growth

-5.8%

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 -13.7%

Total return

-13.7%

Start / end P/E

25.4x → 20.0x

EPS bridge

0.26 → 0.28

Residual

-1.6%

EPS growth+7.4%
Multiple rerating-21.4%
Dividend+1.9%
Residual / FX / buybacks / cross-term-1.6%

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.