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600382.SS$8.00-1.23%
Fair $8.00+0.0%

600382.SS

Guangdong Mingzhu Group Co.,Ltd

Technology / Electronic ComponentsShanghai

$8.00

-0.10 (-1.23%)

Fairly Valued+0.0%Fair Value $8.00Fund rank 25/100 · Data gapFallback financials|
SA 50/C
F-Score: 8/9

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 34% · confianza 20%

FCF escenarios

weak_data · normalized FCF $-98.3M · quality 55.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

50/100

C

Piotroski

8/9

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 · 600382.SSLocal privado en este navegador · Guangdong Mingzhu 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

$5.6B

P/E

27.6x

↑

EV/EBITDA

13.2x

↑

ROE

6.0%

↑

Gross Margin

62.6%

↑

Debt/Equity

0.03

↓
52-Week Range$8
$5$10

TradingView lightweight chart

600382.SS price, volumen y niveles de valoración

Último $8.000Periodo +167.2%
Fair value: $8.000

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

+1.2%

FCF CAGR

—

FCF margin

3.8%

FCF / Net income

0.20x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $970.2M · net income $184.1M · FCF $37.3M

2022-FY → 2025-FY

Gross margin

62.6%-8.9% pts

Operating margin

49.9%-6.4% pts

Net margin

19.0%-12.7% pts

FCF margin

3.8%+25.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$970.2M$970.2M$429.9M$682.4M$935.2M
Net Income$184.1M$184.1M$5.5M$154.3M$295.9M
EBITDA$368.7M$368.7M$117.3M$327.0M$522.9M
EPS0.280.280.010.200.38
Gross Margin62.6%62.6%53.8%68.5%71.4%
Operating Margin49.9%49.9%30.3%52.5%56.3%
Net Margin19.0%19.0%1.3%22.6%31.6%
Balance Sheet
Debt/Equity0.030.030.040.090.07
Current Ratio4.844.84———
Cash Flow
Free Cash Flow$37.3M$37.3M$-98.3M$-166.5M$-205.6M
Returns
ROE6.0%6.0%0.2%4.9%8.1%
Valuation
P/E27.5927.59419.0023.5511.03
EV/EBITDA13.2313.2316.3811.026.32
P/B1.711.710.831.150.89
Growth & Yield
Revenue Growth125.7%125.7%-37.0%-27.0%—
EPS Growth2700.0%2700.0%-95.0%-47.4%—
Dividend Yield6.3%6.3%———

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

36.4%

muy exigente

EPS terminal req.

$0.71

Spread vs growth

2663.6%

5Y implied EPS CAGR

25.1%

muy exigente

EPS terminal req.

$0.86

Spread vs growth

2674.9%

10Y implied EPS CAGR

17.3%

exigente

EPS terminal req.

$1.38

Spread vs growth

2682.7%

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 +67.3%

Total return

+67.3%

Start / end P/E

497.0x → 28.6x

EPS bridge

0.01 → 0.28

Residual

-2544.8%

EPS growth+2700.0%
Multiple rerating-94.3%
Dividend+6.3%
Residual / FX / buybacks / cross-term-2544.8%

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.