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600785.SS$16.54+1.41%
Fair $16.54+0.0%

600785.SS

Yinchuan Xinhua Commercial (Group) Co., Ltd.

Consumer Cyclical / Department StoresShanghai

$16.54

+0.23 (+1.41%)

Fairly Valued+0.0%Fair Value $16.54Fund rank 33/100 · Data gapFallback financials|
SA 34/D
F-Score: 3/9
Low 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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $571.9M · quality 64.3/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 81/100Data 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

34/100

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: 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. ROE is 3.3%, below the 5% threshold
Thesis & Journal · 600785.SSLocal privado en este navegador · Yinchuan Xinhua Commercial (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

$3.7B

P/E

61.3x

↑

EV/EBITDA

9.6x

↑

ROE

3.3%

↓

Gross Margin

25.0%

↓

Debt/Equity

1.40

↑
52-Week Range$17
$11$28

TradingView lightweight chart

600785.SS price, volumen y niveles de valoración

Último $16.54Periodo +591.1%
Fair value: $16.54

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

+0.5%

FCF CAGR

+22.7%

FCF margin

12.8%

FCF / Net income

10.28x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.97B · net income $74.5M · FCF $765.7M

2022-FY → 2025-FY

Gross margin

25.0%-0.3% pts

Operating margin

4.8%+1.4% pts

Net margin

1.2%-0.3% pts

FCF margin

12.8%+5.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.97B$5.97B$6.12B$6.07B$5.88B
Net Income$74.5M$74.5M$134.9M$136.1M$93.5M
EBITDA$661.2M$661.2M$746.6M$719.4M$658.4M
EPS0.330.330.600.600.41
Gross Margin25.0%25.0%26.8%26.8%25.3%
Operating Margin4.8%4.8%5.1%5.1%3.5%
Net Margin1.2%1.2%2.2%2.2%1.6%
Balance Sheet
Debt/Equity1.401.401.341.641.77
Current Ratio0.560.56———
Cash Flow
Free Cash Flow$765.7M$765.7M$562.7M$571.9M$414.9M
Returns
ROE3.3%3.3%6.0%6.3%4.6%
Valuation
P/E61.2661.2617.4324.5545.49
EV/EBITDA9.599.596.638.9311.26
P/B1.661.661.051.552.08
Growth & Yield
Revenue Growth-2.4%-2.4%0.8%3.1%—
EPS Growth-45.0%-45.0%0.0%46.3%—
Dividend Yield2.1%2.1%———

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

64.5%

muy exigente

EPS terminal req.

$1.47

Spread vs growth

-109.5%

5Y implied EPS CAGR

40.0%

muy exigente

EPS terminal req.

$1.78

Spread vs growth

-85.0%

10Y implied EPS CAGR

24.1%

exigente

EPS terminal req.

$2.86

Spread vs growth

-69.1%

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 +34.4%

Total return

+34.4%

Start / end P/E

20.8x → 50.1x

EPS bridge

0.60 → 0.33

Residual

-63.3%

EPS growth-45.0%
Multiple rerating+140.6%
Dividend+2.1%
Residual / FX / buybacks / cross-term-63.3%

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.