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600684.SS$3.77+1.89%
Fair $3.77+0.0%

600684.SS

Guangzhou Pearl River Development Group Co., Ltd.

Real Estate / Real Estate - DevelopmentShanghai

$3.77

+0.07 (+1.89%)

Fairly Valued+0.0%Fair Value $3.77Fund rank 31/100 · Data gapFallback financials|
SA 41/C
F-Score: 5/9

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 31/100
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

41/100

C

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: 0unknown: 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.
Thesis & Journal · 600684.SSLocal privado en este navegador · Guangzhou Pearl River Development Group 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

$4.2B

P/E

62.8x

↑

EV/EBITDA

15.7x

↑

ROE

5.8%

↑

Gross Margin

19.1%

↓

Debt/Equity

0.08

↓
52-Week Range$4
$3$7

TradingView lightweight chart

600684.SS price, volumen y niveles de valoración

Último $3.770Periodo +215.0%
Fair value: $3.770

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

-32.1%

FCF CAGR

—

FCF margin

3.0%

FCF / Net income

0.64x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.59B · net income $74.0M · FCF $47.4M

2022-FY → 2025-FY

Gross margin

19.1%+4.6% pts

Operating margin

7.7%+7.3% pts

Net margin

4.7%+40.0% pts

FCF margin

3.0%+6.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.59B$1.59B$1.56B$3.27B$5.08B
Net Income$74.0M$74.0M$15.6M$-63.0M$-1.80B
EBITDA$165.3M$165.3M$114.7M$293.3M$-1.52B
EPS0.080.080.02-0.07-2.11
Gross Margin19.1%19.1%20.2%16.8%14.5%
Operating Margin7.7%7.7%7.5%5.5%0.4%
Net Margin4.7%4.7%1.0%-1.9%-35.4%
Balance Sheet
Debt/Equity0.080.080.382.6914.31
Current Ratio2.392.39———
Cash Flow
Free Cash Flow$47.4M$47.4M$214.3M$-136.4M$-189.9M
Returns
ROE5.8%5.8%3.4%-14.2%-254.8%
Valuation
P/E62.8362.83155.50——
EV/EBITDA15.7015.7018.1910.70—
P/B2.752.755.266.964.82
Growth & Yield
Revenue Growth1.9%1.9%-52.4%-35.6%—
EPS Growth300.0%300.0%128.6%96.7%—

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

61.1%

muy exigente

EPS terminal req.

$0.33

Spread vs growth

238.9%

5Y implied EPS CAGR

38.3%

muy exigente

EPS terminal req.

$0.40

Spread vs growth

261.7%

10Y implied EPS CAGR

23.3%

exigente

EPS terminal req.

$0.65

Spread vs growth

276.7%

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 +5.9%

Total return

+5.9%

Start / end P/E

178.0x → 47.1x

EPS bridge

0.02 → 0.08

Residual

-220.6%

EPS growth+300.0%
Multiple rerating-73.5%
Dividend+0.0%
Residual / FX / buybacks / cross-term-220.6%

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.