StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
600738.SS$4.34+2.28%
Fair $4.34+0.0%

600738.SS

Lanzhou Lishang Guochao Industrial Group Co.,Ltd

Consumer Cyclical / Department StoresShanghai

$4.34

+0.10 (+2.28%)

Fairly Valued+0.0%Fair Value $4.34Fund rank 37/100 · Data gapFallback financials|
SA 45/C
F-Score: 6/9
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $220.4M · quality 78.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 75/100Data 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

45/100

C

Piotroski

6/9

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 · 600738.SSLocal privado en este navegador · Lanzhou Lishang Guochao Industrial 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

$3.3B

P/E

19.7x

↑

EV/EBITDA

8.7x

↓

ROE

7.8%

↑

Gross Margin

65.6%

↑

Debt/Equity

0.19

↓
52-Week Range$4
$4$6

TradingView lightweight chart

600738.SS price, volumen y niveles de valoración

Último $4.480Periodo +26.9%
Fair value: $4.340

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

+21.2%

FCF margin

34.8%

FCF / Net income

1.34x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $633.8M · net income $164.0M · FCF $220.4M

2022-FY → 2025-FY

Gross margin

65.6%+19.9% pts

Operating margin

39.5%+23.2% pts

Net margin

25.9%+14.5% pts

FCF margin

34.8%+18.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$633.8M$633.8M$666.0M$880.4M$756.4M
Net Income$164.0M$164.0M$72.6M$82.6M$86.4M
EBITDA$372.7M$372.7M$268.7M$316.0M$311.7M
EPS0.220.220.100.110.11
Gross Margin65.6%65.6%66.6%54.7%45.7%
Operating Margin39.5%39.5%40.9%29.8%16.3%
Net Margin25.9%25.9%10.9%9.4%11.4%
Balance Sheet
Debt/Equity0.190.190.320.320.40
Current Ratio0.600.60———
Cash Flow
Free Cash Flow$220.4M$220.4M$106.9M$241.4M$123.8M
Returns
ROE7.8%7.8%3.8%4.3%4.5%
Valuation
P/E19.7319.7343.5048.0065.00
EV/EBITDA8.728.7212.8712.9719.51
P/B1.551.551.632.042.94
Growth & Yield
Revenue Growth-4.8%-4.8%-24.3%16.4%—
EPS Growth120.0%120.0%-9.1%0.0%—
Dividend Yield0.3%0.3%———

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

20.5%

exigente

EPS terminal req.

$0.39

Spread vs growth

99.5%

5Y implied EPS CAGR

16.2%

exigente

EPS terminal req.

$0.47

Spread vs growth

103.8%

10Y implied EPS CAGR

13.1%

razonable

EPS terminal req.

$0.75

Spread vs growth

106.9%

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 -12.0%

Total return

-12.0%

Start / end P/E

51.1x → 20.4x

EPS bridge

0.10 → 0.22

Residual

-72.2%

EPS growth+120.0%
Multiple rerating-60.1%
Dividend+0.3%
Residual / FX / buybacks / cross-term-72.2%

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.