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v0.1
600603.SS$4.95-0.40%
Fair $4.95+0.0%

600603.SS

Guanghui Logistics Co.Ltd

Real Estate / Real Estate ServicesShanghai

$4.95

-0.02 (-0.40%)

Fairly Valued+0.0%Fair Value $4.95Fund rank 33/100 · Data gapFallback financials|
SA 30/D
F-Score: 4/9
Declining RevenueLow Profitability

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 25.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 67/100Data 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

30/100

D

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: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled. Revenue has declined for 2 consecutive years ROE is 5.0%, below the 5% threshold
Thesis & Journal · 600603.SSLocal privado en este navegador · Guanghui Logistics 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

$5.8B

P/E

35.4x

↑

EV/EBITDA

11.5x

↓

ROE

5.0%

↑

Gross Margin

36.4%

↓

Debt/Equity

0.89

↑
52-Week Range$5
$5$10

TradingView lightweight chart

600603.SS price, volumen y niveles de valoración

Último $4.950Periodo -23.1%
Fair value: $4.950

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

+8.4%

FCF CAGR

+13.6%

FCF margin

40.5%

FCF / Net income

2.98x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.71B · net income $368.1M · FCF $1.10B

2022-FY → 2025-FY

Gross margin

36.4%+8.1% pts

Operating margin

23.8%-1.5% pts

Net margin

13.6%+6.3% pts

FCF margin

40.5%+5.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.71B$2.71B$3.74B$4.93B$2.13B
Net Income$368.1M$368.1M$508.9M$583.3M$155.0M
EBITDA$1.07B$1.07B$1.46B$1.58B$614.6M
EPS0.310.310.430.490.13
Gross Margin36.4%36.4%41.6%36.2%28.2%
Operating Margin23.8%23.8%33.8%28.6%25.3%
Net Margin13.6%13.6%13.6%11.8%7.3%
Balance Sheet
Debt/Equity0.890.891.031.170.97
Current Ratio0.520.52———
Cash Flow
Free Cash Flow$1.10B$1.10B$1.21B$71.6M$748.1M
Returns
ROE5.0%5.0%7.3%9.0%2.9%
Valuation
P/E35.3635.3620.7215.5164.69
EV/EBITDA11.4611.4612.0710.0623.62
P/B0.800.801.511.391.89
Growth & Yield
Revenue Growth-27.5%-27.5%-24.2%132.0%—
EPS Growth-27.9%-27.9%-12.2%276.9%—

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

12.3%

razonable

EPS terminal req.

$0.44

Spread vs growth

-40.2%

5Y implied EPS CAGR

11.4%

razonable

EPS terminal req.

$0.53

Spread vs growth

-39.3%

10Y implied EPS CAGR

10.7%

razonable

EPS terminal req.

$0.86

Spread vs growth

-38.6%

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 -32.4%

Total return

-32.4%

Start / end P/E

17.0x → 16.0x

EPS bridge

0.43 → 0.31

Residual

+1.7%

EPS growth-27.9%
Multiple rerating-6.2%
Dividend+0.0%
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.