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600693.SS$10.73+6.45%
Fair $10.73+0.0%

600693.SS

Fujian Dongbai (Group) Co.,Ltd.

Consumer Cyclical / Department StoresShanghai

$10.73

+0.65 (+6.45%)

Fairly Valued+0.0%Fair Value $10.73Fund rank 24/100 · Data gapFallback financials|
SA 30/D
F-Score: 8/9
High DebtLow 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 35% · confianza 12%

FCF escenarios

weak_data · normalized FCF $360.9M · quality 30.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

8/9

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. Debt-to-Equity ratio is 2.01, above the 2.0 threshold ROE is 1.3%, below the 5% threshold
Thesis & Journal · 600693.SSLocal privado en este navegador · Fujian Dongbai (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

$9.3B

P/E

178.8x

↑

EV/EBITDA

23.5x

↑

ROE

1.3%

↓

Gross Margin

58.6%

↑

Debt/Equity

2.01

↑
52-Week Range$11
$6$23

TradingView lightweight chart

600693.SS price, volumen y niveles de valoración

Último $10.73Periodo +601.0%
Fair value: $10.73

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

+3.4%

FCF CAGR

—

FCF margin

26.3%

FCF / Net income

10.60x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.85B · net income $45.8M · FCF $485.2M

2022-FY → 2025-FY

Gross margin

58.6%+7.0% pts

Operating margin

30.6%+11.4% pts

Net margin

2.5%+1.2% pts

FCF margin

26.3%+46.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.85B$1.85B$1.82B$1.89B$1.67B
Net Income$45.8M$45.8M$43.5M$35.0M$21.8M
EBITDA$669.3M$669.3M$627.7M$728.4M$568.4M
EPS0.050.050.050.040.03
Gross Margin58.6%58.6%58.0%59.2%51.6%
Operating Margin30.6%30.6%30.1%30.6%19.3%
Net Margin2.5%2.5%2.4%1.9%1.3%
Balance Sheet
Debt/Equity2.012.012.031.841.91
Current Ratio0.690.69———
Cash Flow
Free Cash Flow$485.2M$485.2M$-347.3M$360.9M$-335.5M
Returns
ROE1.3%1.3%1.2%1.0%0.6%
Valuation
P/E178.83178.83132.40101.24176.00
EV/EBITDA23.4823.4819.9213.2718.13
P/B2.622.621.641.021.10
Growth & Yield
Revenue Growth1.7%1.7%-3.7%12.8%—
EPS Growth5.2%5.2%24.1%61.2%—
Dividend Yield0.8%0.8%———

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

162.6%

muy exigente

EPS terminal req.

$0.95

Spread vs growth

-157.4%

5Y implied EPS CAGR

85.4%

muy exigente

EPS terminal req.

$1.15

Spread vs growth

-80.2%

10Y implied EPS CAGR

42.8%

muy exigente

EPS terminal req.

$1.86

Spread vs growth

-37.6%

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 +58.8%

Total return

+58.8%

Start / end P/E

135.8x → 204.0x

EPS bridge

0.05 → 0.05

Residual

+2.6%

EPS growth+5.2%
Multiple rerating+50.2%
Dividend+0.8%
Residual / FX / buybacks / cross-term+2.6%

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.