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600622.SS$2.57-3.02%
Fair $2.57+0.0%

600622.SS

Everbright Jiabao Co., Ltd.

Real Estate / Real Estate - DiversifiedShanghai

$2.57

-0.08 (-3.02%)

Fairly Valued+0.0%Fair Value $2.57Fund rank 20/100 · Data gapFallback financials|
SA 2/F
F-Score: 4/9
High DebtDeclining RevenueMargin CompressionLow 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 0.0/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 30/100Data 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

2/100

F

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: 4unknown: 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. Debt-to-Equity ratio is 4.54, above the 2.0 threshold Revenue has declined for 3 consecutive years Operating margin has declined for 3 consecutive years
Thesis & Journal · 600622.SSLocal privado en este navegador · Everbright Jiabao 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

$3.9B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-65.9%

↓

Gross Margin

47.4%

↑

Debt/Equity

4.54

↑
52-Week Range$3
$2$4

TradingView lightweight chart

600622.SS price, volumen y niveles de valoración

Último $2.570Periodo +16.1%
Fair value: $2.570

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

-39.4%

FCF CAGR

—

FCF margin

21.4%

FCF / Net income

-0.19x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.24B · net income $-1.39B · FCF $266.0M

2022-FY → 2025-FY

Gross margin

47.4%+13.8% pts

Operating margin

13.5%-6.8% pts

Net margin

-112.0%-113.1% pts

FCF margin

21.4%+23.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.24B$1.24B$1.82B$4.39B$5.57B
Net Income$-1.39B$-1.39B$-1.39B$-2.11B$58.0M
EBITDA$-925.4M$-925.4M$-799.3M$-390.2M$1.43B
EPS-0.93-0.93-0.93-1.410.04
Gross Margin47.4%47.4%37.9%30.8%33.6%
Operating Margin13.5%13.5%15.7%16.8%20.3%
Net Margin-112.0%-112.0%-76.7%-48.1%1.0%
Balance Sheet
Debt/Equity4.544.543.032.351.74
Current Ratio0.640.64———
Cash Flow
Free Cash Flow$266.0M$266.0M$316.7M$417.5M$-110.2M
Returns
ROE-65.9%-65.9%-39.9%-43.3%0.8%
Valuation
P/E————81.50
EV/EBITDA————9.98
P/B1.821.821.240.790.67
Growth & Yield
Revenue Growth-31.7%-31.7%-58.6%-21.2%—
EPS Growth0.0%0.0%34.0%-3625.0%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -11.1%

Total return

-11.1%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.93 → -0.93

Residual

-11.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-11.1%

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.