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600897.SS$15.06-0.33%
Fair $15.06+0.0%

600897.SS

Xiamen International Airport Co.,Ltd

Industrials / Airports & Air ServicesShanghai

$15.06

-0.05 (-0.33%)

Fairly Valued+0.0%Fair Value $15.06Fund rank 38/100 · Data gapFallback financials|
SA 66/B
F-Score: 8/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $631.1M · 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 79/100Data 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

66/100

B

Piotroski

8/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 600897.SSLocal privado en este navegador · Xiamen International Airport 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

$6.3B

P/E

12.3x

↓

EV/EBITDA

6.2x

↓

ROE

10.7%

↑

Gross Margin

39.7%

↑

Debt/Equity

0.01

↓
52-Week Range$15
$14$22

TradingView lightweight chart

600897.SS price, volumen y niveles de valoración

Último $15.06Periodo +210.1%
Fair value: $15.06

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

+27.2%

FCF CAGR

+109.8%

FCF margin

35.0%

FCF / Net income

1.40x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.07B · net income $518.3M · FCF $725.5M

2022-FY → 2025-FY

Gross margin

39.7%+38.4% pts

Operating margin

33.0%+34.1% pts

Net margin

25.0%+22.2% pts

FCF margin

35.0%+27.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.07B$2.07B$1.88B$1.70B$1.01B
Net Income$518.3M$518.3M$431.1M$354.0M$28.1M
EBITDA$995.1M$995.1M$869.6M$763.9M$304.6M
EPS1.241.241.030.850.07
Gross Margin39.7%39.7%32.5%32.5%1.2%
Operating Margin33.0%33.0%28.4%26.4%-1.1%
Net Margin25.0%25.0%22.9%20.9%2.8%
Balance Sheet
Debt/Equity0.010.010.030.040.03
Current Ratio4.564.56———
Cash Flow
Free Cash Flow$725.5M$725.5M$631.1M$560.8M$78.6M
Returns
ROE10.7%10.7%9.7%8.5%0.7%
Valuation
P/E12.3412.3413.7514.95165.10
EV/EBITDA6.226.226.786.9815.40
P/B1.301.301.331.281.21
Growth & Yield
Revenue Growth10.0%10.0%11.0%68.6%—
EPS Growth20.4%20.4%21.2%1114.3%—
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

2.5%

fácil

EPS terminal req.

$1.34

Spread vs growth

17.9%

5Y implied EPS CAGR

5.5%

razonable

EPS terminal req.

$1.62

Spread vs growth

14.9%

10Y implied EPS CAGR

7.7%

razonable

EPS terminal req.

$2.60

Spread vs growth

12.7%

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 +5.5%

Total return

+5.5%

Start / end P/E

14.1x → 12.1x

EPS bridge

1.03 → 1.24

Residual

-2.9%

EPS growth+20.4%
Multiple rerating-14.1%
Dividend+2.1%
Residual / FX / buybacks / cross-term-2.9%

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.