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600798.SS$3.65+10.12%
Fair $3.65+0.0%

600798.SS

Ningbo Marine Company Limited

Industrials / Marine ShippingShanghai

$3.65

+0.35 (+10.12%)

Fairly Valued+0.0%Fair Value $3.65Fund rank 38/100 · Data gapFallback financials|
SA 55/C
F-Score: 7/9
Margin CompressionLow 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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $564.2M · quality 76.3/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 77/100Data 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

55/100

C

Piotroski

7/9

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. Operating margin has declined for 3 consecutive years ROE is 0.7%, below the 5% threshold
Thesis & Journal · 600798.SSLocal privado en este navegador · Ningbo Marine Company Limited
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

$4.4B

P/E

73.0x

↑

EV/EBITDA

8.4x

↓

ROE

0.7%

↓

Gross Margin

7.1%

↓

Debt/Equity

0.19

↓
52-Week Range$4
$3$5

TradingView lightweight chart

600798.SS price, volumen y niveles de valoración

Último $3.810Periodo +7.7%
Fair value: $3.650

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

+9.2%

FCF CAGR

+33.8%

FCF margin

20.9%

FCF / Net income

20.61x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.70B · net income $27.4M · FCF $564.2M

2022-FY → 2025-FY

Gross margin

7.1%-10.1% pts

Operating margin

2.2%-10.5% pts

Net margin

1.0%-4.5% pts

FCF margin

20.9%+9.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.70B$2.70B$2.43B$2.27B$2.07B
Net Income$27.4M$27.4M$22.1M$111.8M$113.7M
EBITDA$596.0M$596.0M$583.8M$740.6M$715.9M
EPS0.020.020.020.090.09
Gross Margin7.1%7.1%7.7%17.7%17.2%
Operating Margin2.2%2.2%3.1%11.9%12.7%
Net Margin1.0%1.0%0.9%4.9%5.5%
Balance Sheet
Debt/Equity0.190.190.210.300.37
Current Ratio2.072.07———
Cash Flow
Free Cash Flow$564.2M$564.2M$328.3M$722.4M$235.6M
Returns
ROE0.7%0.7%0.6%2.8%2.9%
Valuation
P/E73.0073.00141.5040.5040.19
EV/EBITDA8.448.446.087.018.05
P/B1.261.260.791.141.17
Growth & Yield
Revenue Growth11.1%11.1%7.3%9.3%—
EPS Growth0.0%0.0%-78.4%-1.8%—
Dividend Yield0.5%0.5%———

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

153.0%

muy exigente

EPS terminal req.

$0.32

Spread vs growth

-153.0%

5Y implied EPS CAGR

81.3%

muy exigente

EPS terminal req.

$0.39

Spread vs growth

-81.3%

10Y implied EPS CAGR

41.2%

muy exigente

EPS terminal req.

$0.63

Spread vs growth

-41.2%

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 -22.2%

Total return

-22.2%

Start / end P/E

246.5x → 190.5x

EPS bridge

0.02 → 0.02

Residual

+0.0%

EPS growth+0.0%
Multiple rerating-22.7%
Dividend+0.5%
Residual / FX / buybacks / cross-term+0.0%

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.