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600962.SS$24.94-2.81%
Fair $24.94+0.0%

600962.SS

SDIC Zhonglu Fruit Juice Co.,Ltd.

Consumer Defensive / Packaged FoodsShanghai

$24.94

-0.72 (-2.81%)

Fairly Valued+0.0%Fair Value $24.94Fund rank 20/100 · Data gapFallback financials|
SA 49/C
F-Score: 8/9
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 34% · confianza 14%

FCF escenarios

weak_data · normalized FCF $-182.8M · quality 25.7/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 11/100Data 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

49/100

C

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: 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 4.3%, below the 5% threshold
Thesis & Journal · 600962.SSLocal privado en este navegador · SDIC Zhonglu Fruit Juice 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

$6.5B

P/E

356.3x

↑

EV/EBITDA

52.8x

↑

ROE

4.3%

↓

Gross Margin

16.7%

↓

Debt/Equity

1.60

↑
52-Week Range$25
$13$29

TradingView lightweight chart

600962.SS price, volumen y niveles de valoración

Último $24.94Periodo +383.6%
Fair value: $24.94

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

+4.7%

FCF CAGR

-2.5%

FCF margin

10.3%

FCF / Net income

4.99x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.98B · net income $40.9M · FCF $204.3M

2022-FY → 2025-FY

Gross margin

16.7%-5.3% pts

Operating margin

4.9%-2.2% pts

Net margin

2.1%-3.3% pts

FCF margin

10.3%-2.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.98B$1.98B$1.99B$1.49B$1.73B
Net Income$40.9M$40.9M$29.3M$58.2M$92.1M
EBITDA$149.4M$149.4M$134.0M$154.1M$197.6M
EPS0.160.160.110.220.35
Gross Margin16.7%16.7%15.5%22.7%22.1%
Operating Margin4.9%4.9%4.1%7.8%7.2%
Net Margin2.1%2.1%1.5%3.9%5.3%
Balance Sheet
Debt/Equity1.601.601.861.531.59
Current Ratio1.221.22———
Cash Flow
Free Cash Flow$204.3M$204.3M$-307.3M$-182.8M$220.6M
Returns
ROE4.3%4.3%3.3%6.8%11.9%
Valuation
P/E356.29356.29109.2352.3437.49
EV/EBITDA52.8152.8135.1127.1622.58
P/B6.896.893.563.574.46
Growth & Yield
Revenue Growth-0.2%-0.2%33.6%-13.9%—
EPS Growth39.9%39.9%-49.7%-36.8%—

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

142.0%

muy exigente

EPS terminal req.

$2.21

Spread vs growth

-102.2%

5Y implied EPS CAGR

76.6%

muy exigente

EPS terminal req.

$2.68

Spread vs growth

-36.7%

10Y implied EPS CAGR

39.4%

muy exigente

EPS terminal req.

$4.31

Spread vs growth

0.5%

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 +67.7%

Total return

+67.7%

Start / end P/E

133.2x → 159.8x

EPS bridge

0.11 → 0.16

Residual

+7.9%

EPS growth+39.9%
Multiple rerating+19.9%
Dividend+0.0%
Residual / FX / buybacks / cross-term+7.9%

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.