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600644.SS$11.22-2.26%
Fair $11.22+0.0%

600644.SS

Leshan Electric Power Co.,Ltd

Utilities / Utilities - Regulated ElectricShanghai

$11.22

-0.26 (-2.26%)

Fairly Valued+0.0%Fair Value $11.22Fund rank 24/100 · Data gapFallback financials|
SA 30/D
F-Score: 4/9
Margin CompressionLow 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 17%

FCF escenarios

weak_data · normalized FCF $-10.1M · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 9/100Data 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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Operating margin has declined for 3 consecutive years ROE is 1.1%, below the 5% threshold
Thesis & Journal · 600644.SSLocal privado en este navegador · Leshan Electric Power 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

$6.5B

P/E

280.3x

↑

EV/EBITDA

26.6x

↑

ROE

1.1%

↓

Gross Margin

15.5%

↓

Debt/Equity

0.42

↓
52-Week Range$11
$10$18

TradingView lightweight chart

600644.SS price, volumen y niveles de valoración

Último $11.22Periodo +340.1%
Fair value: $11.22

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

+5.7%

FCF CAGR

—

FCF margin

-0.3%

FCF / Net income

-0.43x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.40B · net income $23.3M · FCF $-10.1M

2022-FY → 2025-FY

Gross margin

15.5%-3.6% pts

Operating margin

0.6%-2.0% pts

Net margin

0.7%-1.8% pts

FCF margin

-0.3%+1.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.40B$3.40B$3.20B$2.99B$2.87B
Net Income$23.3M$23.3M$22.6M$24.3M$70.6M
EBITDA$255.5M$255.5M$254.9M$249.9M$316.4M
EPS0.040.040.040.050.13
Gross Margin15.5%15.5%15.8%16.3%19.1%
Operating Margin0.6%0.6%1.3%1.3%2.6%
Net Margin0.7%0.7%0.7%0.8%2.5%
Balance Sheet
Debt/Equity0.420.420.480.450.42
Current Ratio0.500.50———
Cash Flow
Free Cash Flow$-10.1M$-10.1M$-39.4M$57.0M$-58.6M
Returns
ROE1.1%1.1%1.2%1.3%3.9%
Valuation
P/E280.25280.25137.23158.5461.78
EV/EBITDA26.6326.6314.4117.5915.79
P/B3.103.101.682.122.44
Growth & Yield
Revenue Growth6.2%6.2%7.0%3.9%—
EPS Growth-2.6%-2.6%-7.1%-65.6%—

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

190.1%

muy exigente

EPS terminal req.

$1.00

Spread vs growth

-192.7%

5Y implied EPS CAGR

96.8%

muy exigente

EPS terminal req.

$1.20

Spread vs growth

-99.4%

10Y implied EPS CAGR

47.1%

muy exigente

EPS terminal req.

$1.94

Spread vs growth

-49.8%

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 -19.5%

Total return

-19.5%

Start / end P/E

332.5x → 275.0x

EPS bridge

0.04 → 0.04

Residual

+0.5%

EPS growth-2.6%
Multiple rerating-17.3%
Dividend+0.0%
Residual / FX / buybacks / cross-term+0.5%

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.