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600609.SS$3.69+2.22%
Fair $3.69+0.0%

600609.SS

Shenyang Jinbei Automotive Company Limited

Consumer Cyclical / Auto PartsShanghai

$3.69

+0.08 (+2.22%)

Fairly Valued+0.0%Fair Value $3.69Fund rank 36/100 · Data gapFallback financials|
SA 36/D
F-Score: 3/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $457.1M · quality 75.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 66/100Data 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

3/9

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 · 600609.SSLocal privado en este navegador · Shenyang Jinbei Automotive Company Limited
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

$4.8B

P/E

23.1x

↑

EV/EBITDA

5.3x

↓

ROE

14.3%

↑

Gross Margin

16.3%

↓

Debt/Equity

0.01

↓
52-Week Range$4
$4$6

TradingView lightweight chart

600609.SS price, volumen y niveles de valoración

Último $3.690Periodo +7.8%
Fair value: $3.690

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

-6.8%

FCF CAGR

+39.8%

FCF margin

9.8%

FCF / Net income

1.91x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.56B · net income $235.0M · FCF $447.9M

2022-FY → 2025-FY

Gross margin

16.3%-0.5% pts

Operating margin

7.8%-0.4% pts

Net margin

5.2%+2.5% pts

FCF margin

9.8%+6.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.56B$4.56B$4.37B$5.14B$5.63B
Net Income$235.0M$235.0M$381.9M$121.6M$149.9M
EBITDA$596.0M$596.0M$712.1M$480.1M$560.9M
EPS0.180.180.290.090.11
Gross Margin16.3%16.3%17.1%17.7%16.8%
Operating Margin7.8%7.8%8.2%7.7%8.2%
Net Margin5.2%5.2%8.7%2.4%2.7%
Balance Sheet
Debt/Equity0.010.010.010.500.91
Current Ratio1.291.29———
Cash Flow
Free Cash Flow$447.9M$447.9M$457.1M$783.4M$163.9M
Returns
ROE14.3%14.3%27.4%11.5%16.1%
Valuation
P/E23.0623.0621.1053.4439.45
EV/EBITDA5.295.299.2511.209.68
P/B2.932.935.786.146.34
Growth & Yield
Revenue Growth4.3%4.3%-15.0%-8.7%—
EPS Growth-37.9%-37.9%222.2%-18.2%—
Dividend Yield0.6%0.6%———

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

22.1%

exigente

EPS terminal req.

$0.33

Spread vs growth

-60.0%

5Y implied EPS CAGR

17.1%

exigente

EPS terminal req.

$0.40

Spread vs growth

-55.0%

10Y implied EPS CAGR

13.5%

razonable

EPS terminal req.

$0.64

Spread vs growth

-51.4%

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 -32.8%

Total return

-32.8%

Start / end P/E

19.1x → 20.5x

EPS bridge

0.29 → 0.18

Residual

-2.8%

EPS growth-37.9%
Multiple rerating+7.3%
Dividend+0.6%
Residual / FX / buybacks / cross-term-2.8%

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.