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600512.SS$2.24+1.36%
Fair $2.24+0.0%

600512.SS

Tengda Construction Group Co., Ltd.

Industrials / Engineering & ConstructionShanghai

$2.24

+0.03 (+1.36%)

Fairly Valued+0.0%Fair Value $2.24Fund rank 24/100 · Data gapFallback financials|
SA 36/D
F-Score: 7/9
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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-217.4M · quality 43.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

36/100

D

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: 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. ROE is 0.5%, below the 5% threshold
Thesis & Journal · 600512.SSLocal privado en este navegador · Tengda Construction 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

$3.6B

P/E

112.0x

↑

EV/EBITDA

5.8x

↓

ROE

0.5%

↓

Gross Margin

11.6%

↓

Debt/Equity

0.01

↓
52-Week Range$2
$2$3

TradingView lightweight chart

600512.SS price, volumen y niveles de valoración

Último $2.240Periodo +8.9%
Fair value: $2.240

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

-6.0%

FCF CAGR

-9.7%

FCF margin

2.2%

FCF / Net income

3.51x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.85B · net income $30.7M · FCF $107.7M

2022-FY → 2025-FY

Gross margin

11.6%-1.5% pts

Operating margin

3.5%-1.6% pts

Net margin

0.6%+0.4% pts

FCF margin

2.2%-0.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.85B$4.85B$3.72B$4.06B$5.84B
Net Income$30.7M$30.7M$26.0M$47.1M$16.5M
EBITDA$112.5M$112.5M$125.4M$200.7M$282.3M
EPS0.020.020.020.030.01
Gross Margin11.6%11.6%11.5%10.2%13.0%
Operating Margin3.5%3.5%0.8%-0.6%5.2%
Net Margin0.6%0.6%0.7%1.2%0.3%
Balance Sheet
Debt/Equity0.010.010.000.070.08
Current Ratio1.711.71———
Cash Flow
Free Cash Flow$107.7M$107.7M$-217.4M$-279.2M$146.5M
Returns
ROE0.5%0.5%0.4%0.8%0.3%
Valuation
P/E112.00112.00111.5083.67260.00
EV/EBITDA5.805.802.538.828.49
P/B0.560.560.470.640.71
Growth & Yield
Revenue Growth30.3%30.3%-8.5%-30.4%—
EPS Growth0.0%0.0%-33.3%200.0%—
Dividend Yield0.9%0.9%———

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

115.0%

muy exigente

EPS terminal req.

$0.20

Spread vs growth

-115.0%

5Y implied EPS CAGR

64.4%

muy exigente

EPS terminal req.

$0.24

Spread vs growth

-64.4%

10Y implied EPS CAGR

34.5%

muy exigente

EPS terminal req.

$0.39

Spread vs growth

-34.5%

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 -1.3%

Total return

-1.3%

Start / end P/E

114.5x → 112.0x

EPS bridge

0.02 → 0.02

Residual

+0.0%

EPS growth+0.0%
Multiple rerating-2.2%
Dividend+0.9%
Residual / FX / buybacks / cross-term+0.0%

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.