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600593.SS$38.33+1.59%
Fair $38.33+0.0%

600593.SS

Dalian Sunasia Tourism Holding CO.,LTD

Consumer Cyclical / LeisureShanghai

$38.33

+0.60 (+1.59%)

Fairly Valued+0.0%Fair Value $38.33Fund rank 25/100 · Data gapFallback financials|
SA 38/D
F-Score: 7/9
High Debt

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 20%

FCF escenarios

weak_data · normalized FCF $120.8M · quality 26.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 46/100Data 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

38/100

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Debt-to-Equity ratio is 3.12, above the 2.0 threshold
Thesis & Journal · 600593.SSLocal privado en este navegador · Dalian Sunasia Tourism Holding 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

$5.0B

P/E

95.8x

↑

EV/EBITDA

27.1x

↑

ROE

14.1%

↑

Gross Margin

59.5%

↑

Debt/Equity

3.12

↑
52-Week Range$38
$28$67

TradingView lightweight chart

600593.SS price, volumen y niveles de valoración

Último $38.33Periodo +242.4%
Fair value: $38.33

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

+47.7%

FCF CAGR

—

FCF margin

23.8%

FCF / Net income

4.43x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $506.7M · net income $27.3M · FCF $120.8M

2022-FY → 2025-FY

Gross margin

59.5%+43.5% pts

Operating margin

35.3%+76.8% pts

Net margin

5.4%+54.1% pts

FCF margin

23.8%+37.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$506.7M$506.7M$505.2M$468.1M$157.2M
Net Income$27.3M$27.3M$-70.2M$34.4M$-76.6M
EBITDA$200.2M$200.2M$74.8M$160.3M$-18.9M
EPS0.210.21-0.540.27-0.60
Gross Margin59.5%59.5%59.7%61.5%16.0%
Operating Margin35.3%35.3%29.8%36.7%-41.6%
Net Margin5.4%5.4%-13.9%7.3%-48.8%
Balance Sheet
Debt/Equity3.123.123.703.043.75
Current Ratio0.210.21———
Cash Flow
Free Cash Flow$120.8M$120.8M$110.0M$146.5M$-20.9M
Returns
ROE14.1%14.1%-47.2%15.5%-40.5%
Valuation
P/E95.8395.83—101.52—
EV/EBITDA27.0627.0663.5125.32—
P/B25.7325.7329.0615.6910.26
Growth & Yield
Revenue Growth0.3%0.3%7.9%197.8%—
EPS Growth138.9%138.9%-300.0%145.0%—

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

153.0%

muy exigente

EPS terminal req.

$3.40

Spread vs growth

-14.1%

5Y implied EPS CAGR

81.3%

muy exigente

EPS terminal req.

$4.12

Spread vs growth

57.6%

10Y implied EPS CAGR

41.2%

muy exigente

EPS terminal req.

$6.63

Spread vs growth

97.7%

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 +22.1%

Total return

+22.1%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.54 → 0.21

Residual

+22.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+22.1%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.