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600620.SS$4.77-3.64%
Fair $4.77+0.0%

600620.SS

Shanghai Tianchen Co.,Ltd

Real Estate / Real Estate - DiversifiedShanghai

$4.77

-0.18 (-3.64%)

Fairly Valued+0.0%Fair Value $4.77Fund rank 24/100 · Data gapFallback financials|
SA 33/D
F-Score: 1/9
Low 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 6.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 4/100Data 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

33/100

D

Piotroski

1/9

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 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. ROE is 1.3%, below the 5% threshold
Thesis & Journal · 600620.SSLocal privado en este navegador · Shanghai Tianchen 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

$3.3B

P/E

477.0x

↑

EV/EBITDA

53.3x

↑

ROE

1.3%

↓

Gross Margin

43.0%

↓

Debt/Equity

0.17

↓
52-Week Range$5
$5$8

TradingView lightweight chart

600620.SS price, volumen y niveles de valoración

Último $4.770Periodo +72.6%
Fair value: $4.770

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

+7.0%

FCF CAGR

—

FCF margin

-170.0%

FCF / Net income

-26.78x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $299.0M · net income $19.0M · FCF $-508.2M

2022-FY → 2025-FY

Gross margin

43.0%-16.3% pts

Operating margin

9.0%-7.9% pts

Net margin

6.3%-8.4% pts

FCF margin

-170.0%-57.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$299.0M$299.0M$341.9M$297.4M$243.7M
Net Income$19.0M$19.0M$32.1M$21.8M$35.9M
EBITDA$56.2M$56.2M$101.6M$83.2M$51.9M
EPS0.030.030.050.030.05
Gross Margin43.0%43.0%44.1%61.9%59.3%
Operating Margin9.0%9.0%11.2%10.8%16.9%
Net Margin6.3%6.3%9.4%7.3%14.7%
Balance Sheet
Debt/Equity0.170.170.040.250.21
Current Ratio1.971.97———
Cash Flow
Free Cash Flow$-508.2M$-508.2M$18.7M$-32.9M$-275.4M
Returns
ROE1.3%1.3%2.1%1.4%1.8%
Valuation
P/E477.00477.0097.80307.67227.40
EV/EBITDA53.3453.3428.9879.68156.11
P/B2.082.082.034.294.14
Growth & Yield
Revenue Growth-12.5%-12.5%15.0%22.0%—
EPS Growth-40.0%-40.0%66.7%-40.0%—
Dividend Yield0.3%0.3%———

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

141.6%

muy exigente

EPS terminal req.

$0.42

Spread vs growth

-181.6%

5Y implied EPS CAGR

76.4%

muy exigente

EPS terminal req.

$0.51

Spread vs growth

-116.4%

10Y implied EPS CAGR

39.3%

muy exigente

EPS terminal req.

$0.82

Spread vs growth

-79.3%

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 -9.0%

Total return

-9.0%

Start / end P/E

105.2x → 159.0x

EPS bridge

0.05 → 0.03

Residual

-20.5%

EPS growth-40.0%
Multiple rerating+51.1%
Dividend+0.3%
Residual / FX / buybacks / cross-term-20.5%

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.