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601500.SS$4.19-0.71%
Fair $4.19+0.0%

601500.SS

Jiangsu General Science Technology Co., Ltd.

Consumer Cyclical / Auto PartsShanghai

$4.19

-0.03 (-0.71%)

Fairly Valued+0.0%Fair Value $4.19Fund rank 24/100 · Data gapFallback financials|
SA 29/D
F-Score: 5/9
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 19%

FCF escenarios

weak_data · normalized FCF $-534.8M · quality 48.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

29/100

D

Piotroski

5/9

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 3.2%, below the 5% threshold
Thesis & Journal · 601500.SSLocal privado en este navegador · Jiangsu General Science Technology 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

$6.7B

P/E

27.9x

↑

EV/EBITDA

12.4x

↑

ROE

3.2%

↓

Gross Margin

13.1%

↓

Debt/Equity

0.90

↑
52-Week Range$4
$4$5

TradingView lightweight chart

601500.SS price, volumen y niveles de valoración

Último $4.190Periodo -29.0%
Fair value: $4.190

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

+27.3%

FCF CAGR

—

FCF margin

-6.3%

FCF / Net income

-2.66x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.50B · net income $201.4M · FCF $-534.8M

2022-FY → 2025-FY

Gross margin

13.1%+2.5% pts

Operating margin

6.8%+4.6% pts

Net margin

2.4%+2.0% pts

FCF margin

-6.3%+8.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$8.50B$8.50B$6.96B$5.06B$4.12B
Net Income$201.4M$201.4M$373.9M$216.3M$17.0M
EBITDA$920.4M$920.4M$978.0M$691.5M$481.7M
EPS0.130.130.240.140.01
Gross Margin13.1%13.1%16.4%15.5%10.5%
Operating Margin6.8%6.8%8.7%7.9%2.1%
Net Margin2.4%2.4%5.4%4.3%0.4%
Balance Sheet
Debt/Equity0.900.900.950.580.82
Current Ratio0.890.89———
Cash Flow
Free Cash Flow$-534.8M$-534.8M$-1.97B$-355.1M$-595.4M
Returns
ROE3.2%3.2%6.3%3.9%0.4%
Valuation
P/E27.9327.9321.1729.43377.00
EV/EBITDA12.4112.4112.3112.2618.89
P/B1.041.041.341.151.49
Growth & Yield
Revenue Growth22.1%22.1%37.4%22.9%—
EPS Growth-45.8%-45.8%71.4%1300.0%—

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

41.9%

muy exigente

EPS terminal req.

$0.37

Spread vs growth

-87.8%

5Y implied EPS CAGR

28.2%

muy exigente

EPS terminal req.

$0.45

Spread vs growth

-74.0%

10Y implied EPS CAGR

18.7%

exigente

EPS terminal req.

$0.72

Spread vs growth

-64.6%

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 -12.2%

Total return

-12.2%

Start / end P/E

19.9x → 32.2x

EPS bridge

0.24 → 0.13

Residual

-28.5%

EPS growth-45.8%
Multiple rerating+62.2%
Dividend+0.0%
Residual / FX / buybacks / cross-term-28.5%

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.