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600834.SS$7.59-2.06%
Fair $7.59+0.0%

600834.SS

Shanghai Shentong Metro Co.,Ltd.

Industrials / RailroadsShanghai

$7.59

-0.16 (-2.06%)

Fairly Valued+0.0%Fair Value $7.59Fund rank 32/100 · Data gapFallback financials|
SA 42/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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $382.3M · quality 55.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 38/100Data 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

42/100

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 3.1%, below the 5% threshold
Thesis & Journal · 600834.SSLocal privado en este navegador · Shanghai Shentong Metro 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

$3.6B

P/E

75.9x

↑

EV/EBITDA

30.3x

↑

ROE

3.1%

↓

Gross Margin

20.2%

↓

Debt/Equity

0.04

↓
52-Week Range$8
$8$10

TradingView lightweight chart

600834.SS price, volumen y niveles de valoración

Último $7.590Periodo +82.1%
Fair value: $7.590

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

+20.2%

FCF CAGR

+100.1%

FCF margin

64.1%

FCF / Net income

7.05x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $596.3M · net income $54.2M · FCF $382.3M

2022-FY → 2025-FY

Gross margin

20.2%-13.0% pts

Operating margin

10.7%-11.3% pts

Net margin

9.1%-12.2% pts

FCF margin

64.1%+50.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$596.3M$596.3M$585.9M$625.9M$343.1M
Net Income$54.2M$54.2M$51.8M$72.5M$73.0M
EBITDA$120.7M$120.7M$114.1M$144.2M$129.0M
EPS0.110.110.110.150.15
Gross Margin20.2%20.2%22.9%25.1%33.2%
Operating Margin10.7%10.7%13.2%17.2%22.0%
Net Margin9.1%9.1%8.8%11.6%21.3%
Balance Sheet
Debt/Equity0.040.040.090.280.06
Current Ratio4.454.45———
Cash Flow
Free Cash Flow$382.3M$382.3M$763.2M$-225.8M$47.7M
Returns
ROE3.1%3.1%3.1%4.2%4.5%
Valuation
P/E75.9075.9068.9156.2754.53
EV/EBITDA30.3530.3529.5529.8127.27
P/B2.152.152.102.352.44
Growth & Yield
Revenue Growth1.8%1.8%-6.4%82.4%—
EPS Growth0.0%0.0%-26.7%0.0%—
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

82.9%

muy exigente

EPS terminal req.

$0.67

Spread vs growth

-82.9%

5Y implied EPS CAGR

49.3%

muy exigente

EPS terminal req.

$0.81

Spread vs growth

-49.3%

10Y implied EPS CAGR

28.1%

muy exigente

EPS terminal req.

$1.31

Spread vs growth

-28.1%

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 -7.0%

Total return

-7.0%

Start / end P/E

74.5x → 69.0x

EPS bridge

0.11 → 0.11

Residual

+0.0%

EPS growth+0.0%
Multiple rerating-7.4%
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.