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600729.SS$20.51+2.29%
Fair $20.51+0.0%

600729.SS

Chongqing Chongbai Technology Group Co., Ltd.

Consumer Cyclical / Department StoresShanghai

$20.51

+0.46 (+2.29%)

Fairly Valued+0.0%Fair Value $20.51Fund rank 33/100 · Data gapFallback financials|
SA 31/D
F-Score: 4/9
Declining Revenue

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.7B · quality 63.7/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 64/100Data 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

31/100

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: 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. Revenue has declined for 2 consecutive years
Thesis & Journal · 600729.SSLocal privado en este navegador · Chongqing Chongbai Technology 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

$9.0B

P/E

10.6x

↓

EV/EBITDA

5.1x

↓

ROE

13.3%

↑

Gross Margin

28.6%

↓

Debt/Equity

0.73

↑
52-Week Range$21
$19$32

TradingView lightweight chart

600729.SS price, volumen y niveles de valoración

Último $20.51Periodo +39.5%
Fair value: $20.51

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

-7.1%

FCF CAGR

+73.9%

FCF margin

11.3%

FCF / Net income

1.60x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $14.70B · net income $1.05B · FCF $1.67B

2022-FY → 2025-FY

Gross margin

28.6%+2.5% pts

Operating margin

5.9%+1.6% pts

Net margin

7.1%+2.3% pts

FCF margin

11.3%+9.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$14.70B$14.70B$17.14B$18.99B$18.30B
Net Income$1.05B$1.05B$1.31B$1.31B$883.4M
EBITDA$1.94B$1.94B$2.34B$2.39B$1.94B
EPS2.382.382.992.982.23
Gross Margin28.6%28.6%26.5%25.7%26.1%
Operating Margin5.9%5.9%6.2%6.0%4.3%
Net Margin7.1%7.1%7.7%6.9%4.8%
Balance Sheet
Debt/Equity0.730.730.720.810.93
Current Ratio0.830.83———
Cash Flow
Free Cash Flow$1.67B$1.67B$1.88B$1.32B$317.2M
Returns
ROE13.3%13.3%17.6%19.4%17.1%
Valuation
P/E10.6310.639.109.2810.38
EV/EBITDA5.155.155.365.655.93
P/B1.151.151.601.801.78
Growth & Yield
Revenue Growth-14.2%-14.2%-9.8%3.8%—
EPS Growth-20.4%-20.4%0.3%33.6%—
Dividend Yield7.4%7.4%———

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

-8.6%

fácil

EPS terminal req.

$1.82

Spread vs growth

-11.8%

5Y implied EPS CAGR

-1.5%

fácil

EPS terminal req.

$2.20

Spread vs growth

-18.9%

10Y implied EPS CAGR

4.1%

fácil

EPS terminal req.

$3.55

Spread vs growth

-24.5%

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 -26.8%

Total return

-26.8%

Start / end P/E

10.4x → 8.6x

EPS bridge

2.99 → 2.38

Residual

+3.6%

EPS growth-20.4%
Multiple rerating-17.4%
Dividend+7.4%
Residual / FX / buybacks / cross-term+3.6%

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.