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600784.SS$7.50-1.96%
Fair $7.50+0.0%

600784.SS

Luyin Investment Group Co.,Ltd.

Basic Materials / SteelShanghai

$7.50

-0.15 (-1.96%)

Fairly Valued+0.0%Fair Value $7.50Fund rank 26/100 · Data gapFallback financials|
SA 39/D
F-Score: 3/9

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 18%

FCF escenarios

weak_data · normalized FCF $113.0M · quality 44.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

39/100

D

Piotroski

3/9

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 commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 600784.SSLocal privado en este navegador · Luyin Investment 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

$5.1B

P/E

35.7x

↑

EV/EBITDA

13.1x

↑

ROE

5.2%

↑

Gross Margin

23.7%

↑

Debt/Equity

0.51

↑
52-Week Range$8
$6$9

TradingView lightweight chart

600784.SS price, volumen y niveles de valoración

Último $7.500Periodo +129.0%
Fair value: $7.500

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

-4.0%

FCF CAGR

—

FCF margin

2.1%

FCF / Net income

0.41x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.35B · net income $169.5M · FCF $69.7M

2022-FY → 2025-FY

Gross margin

23.7%+3.0% pts

Operating margin

7.4%-1.5% pts

Net margin

5.1%-3.5% pts

FCF margin

2.1%+15.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.35B$3.35B$3.38B$3.35B$3.79B
Net Income$169.5M$169.5M$301.4M$263.6M$324.8M
EBITDA$490.0M$490.0M$637.0M$614.5M$618.1M
EPS0.250.250.450.390.49
Gross Margin23.7%23.7%25.8%24.3%20.7%
Operating Margin7.4%7.4%12.0%9.2%8.9%
Net Margin5.1%5.1%8.9%7.9%8.6%
Balance Sheet
Debt/Equity0.510.510.440.490.57
Current Ratio1.131.13———
Cash Flow
Free Cash Flow$69.7M$69.7M$113.0M$339.1M$-492.9M
Returns
ROE5.2%5.2%9.6%9.1%12.3%
Valuation
P/E35.7135.7112.2415.9213.02
EV/EBITDA13.1213.127.448.458.88
P/B1.551.551.171.451.60
Growth & Yield
Revenue Growth-0.7%-0.7%0.9%-11.6%—
EPS Growth-44.4%-44.4%15.4%-20.4%—
Dividend Yield0.9%0.9%———

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

38.6%

muy exigente

EPS terminal req.

$0.67

Spread vs growth

-83.0%

5Y implied EPS CAGR

26.4%

muy exigente

EPS terminal req.

$0.81

Spread vs growth

-70.8%

10Y implied EPS CAGR

17.9%

exigente

EPS terminal req.

$1.30

Spread vs growth

-62.3%

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 +22.8%

Total return

+22.8%

Start / end P/E

13.7x → 30.0x

EPS bridge

0.45 → 0.25

Residual

-53.1%

EPS growth-44.4%
Multiple rerating+119.5%
Dividend+0.9%
Residual / FX / buybacks / cross-term-53.1%

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.