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600626.SS$3.66-2.92%
Fair $3.66+0.0%

600626.SS

Shanghai Shenda Co., Ltd

Consumer Cyclical / Textile ManufacturingShanghai

$3.66

-0.11 (-2.92%)

Fairly Valued+0.0%Fair Value $3.66Fund rank 28/100 · Data gapFallback financials|
SA 26/D
F-Score: 5/9
Low Profitability

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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $372.3M · quality 45.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

26/100

D

Piotroski

5/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is 0.1%, below the 5% threshold
Thesis & Journal · 600626.SSLocal privado en este navegador · Shanghai Shenda 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

$4.8B

P/E

122.0x

↑

EV/EBITDA

8.4x

↓

ROE

0.1%

↓

Gross Margin

10.2%

↓

Debt/Equity

1.03

↑
52-Week Range$4
$3$6

TradingView lightweight chart

600626.SS price, volumen y niveles de valoración

Último $3.660Periodo +28.2%
Fair value: $3.660

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

-1.5%

FCF CAGR

—

FCF margin

3.5%

FCF / Net income

92.35x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $10.74B · net income $4.0M · FCF $372.3M

2022-FY → 2025-FY

Gross margin

10.2%+1.9% pts

Operating margin

2.1%+2.7% pts

Net margin

0.0%+1.7% pts

FCF margin

3.5%+3.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$10.74B$10.74B$11.82B$11.67B$11.24B
Net Income$4.0M$4.0M$57.6M$-347.1M$-190.7M
EBITDA$733.1M$733.1M$846.0M$401.7M$481.5M
EPS0.000.000.04-0.29-0.17
Gross Margin10.2%10.2%9.8%7.5%8.3%
Operating Margin2.1%2.1%1.7%-1.1%-0.6%
Net Margin0.0%0.0%0.5%-3.0%-1.7%
Balance Sheet
Debt/Equity1.031.031.101.251.15
Current Ratio1.081.08———
Cash Flow
Free Cash Flow$372.3M$372.3M$500.5M$-422.6M$-9.6M
Returns
ROE0.1%0.1%1.8%-10.9%-6.1%
Valuation
P/E122.00122.0076.38——
EV/EBITDA8.458.457.0715.6711.91
P/B1.461.461.381.411.28
Growth & Yield
Revenue Growth-9.1%-9.1%1.3%3.8%—
EPS Growth-92.9%-92.9%115.0%-68.6%—

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

371.4%

muy exigente

EPS terminal req.

$0.32

Spread vs growth

-464.3%

5Y implied EPS CAGR

163.4%

muy exigente

EPS terminal req.

$0.39

Spread vs growth

-256.3%

10Y implied EPS CAGR

70.2%

muy exigente

EPS terminal req.

$0.63

Spread vs growth

-163.1%

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 +2.2%

Total return

+2.2%

Start / end P/E

82.1x → 1180.6x

EPS bridge

0.04 → 0.00

Residual

-1242.8%

EPS growth-92.9%
Multiple rerating+1337.9%
Dividend+0.0%
Residual / FX / buybacks / cross-term-1242.8%

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.