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601200.SS$7.84+2.48%
Fair $7.84+0.0%

601200.SS

Shanghai Environment Group Co., Ltd.

Industrials / Waste ManagementShanghai

$7.84

+0.19 (+2.48%)

Fairly Valued+0.0%Fair Value $7.84Fund rank 34/100 · Data gapFallback financials|
SA 34/D
F-Score: 7/9
Declining Revenue

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $864.3M · quality 67.7/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 72/100Data 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

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: 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. Revenue has declined for 2 consecutive years
Thesis & Journal · 601200.SSLocal privado en este navegador · Shanghai Environment 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

$10.6B

P/E

17.4x

↑

EV/EBITDA

11.7x

↑

ROE

5.2%

↓

Gross Margin

26.7%

↑

Debt/Equity

0.89

↑
52-Week Range$8
$7$9

TradingView lightweight chart

601200.SS price, volumen y niveles de valoración

Último $7.840Periodo -58.2%
Fair value: $7.840

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

-0.1%

FCF CAGR

+12.1%

FCF margin

17.4%

FCF / Net income

1.81x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.26B · net income $603.1M · FCF $1.09B

2022-FY → 2025-FY

Gross margin

26.7%+0.2% pts

Operating margin

18.5%+0.0% pts

Net margin

9.6%+1.4% pts

FCF margin

17.4%+5.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.26B$6.26B$6.30B$6.38B$6.29B
Net Income$603.1M$603.1M$568.6M$546.5M$519.5M
EBITDA$1.70B$1.70B$1.67B$1.72B$1.71B
EPS0.450.450.420.410.39
Gross Margin26.7%26.7%25.9%26.6%26.4%
Operating Margin18.5%18.5%17.9%18.2%18.5%
Net Margin9.6%9.6%9.0%8.6%8.3%
Balance Sheet
Debt/Equity0.890.890.900.970.95
Current Ratio1.071.07———
Cash Flow
Free Cash Flow$1.09B$1.09B$864.3M$327.4M$774.8M
Returns
ROE5.2%5.2%5.1%5.1%5.1%
Valuation
P/E17.4217.4218.3918.7219.35
EV/EBITDA11.6611.6611.6311.2510.86
P/B0.900.900.930.960.98
Growth & Yield
Revenue Growth-0.6%-0.6%-1.3%1.5%—
EPS Growth6.1%6.1%4.0%5.2%—
Dividend Yield1.3%1.3%———

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

15.8%

exigente

EPS terminal req.

$0.70

Spread vs growth

-9.7%

5Y implied EPS CAGR

13.4%

razonable

EPS terminal req.

$0.84

Spread vs growth

-7.4%

10Y implied EPS CAGR

11.7%

razonable

EPS terminal req.

$1.36

Spread vs growth

-5.6%

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 -0.4%

Total return

-0.4%

Start / end P/E

18.9x → 17.5x

EPS bridge

0.42 → 0.45

Residual

-0.4%

EPS growth+6.1%
Multiple rerating-7.3%
Dividend+1.3%
Residual / FX / buybacks / cross-term-0.4%

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.