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601579.SS$16.33-2.91%
Fair $16.33+0.0%

601579.SS

Kuaijishan Shaoxing Rice Wine Co., Ltd.

Consumer Defensive / Beverages - Wineries & DistilleriesShanghai

$16.33

-0.49 (-2.91%)

Fairly Valued+0.0%Fair Value $16.33Fund rank 38/100 · Data gapFallback financials|
SA 49/C
F-Score: 6/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $264.1M · quality 77.7/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 78/100Data 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

6/9

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 · 601579.SSLocal privado en este navegador · Kuaijishan Shaoxing Rice Wine 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

$7.8B

P/E

28.6x

↑

EV/EBITDA

16.3x

↑

ROE

6.5%

↓

Gross Margin

56.7%

↑

Debt/Equity

0.02

↓
52-Week Range$16
$15$27

TradingView lightweight chart

601579.SS price, volumen y niveles de valoración

Último $16.33Periodo +156.0%
Fair value: $16.33

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

+14.1%

FCF CAGR

-4.6%

FCF margin

7.3%

FCF / Net income

0.54x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.82B · net income $244.6M · FCF $133.2M

2022-FY → 2025-FY

Gross margin

56.7%+13.8% pts

Operating margin

19.0%+3.0% pts

Net margin

13.4%+1.6% pts

FCF margin

7.3%-5.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.82B$1.82B$1.63B$1.41B$1.23B
Net Income$244.6M$244.6M$196.2M$166.6M$144.8M
EBITDA$440.2M$440.2M$398.1M$367.1M$338.8M
EPS0.520.520.410.350.30
Gross Margin56.7%56.7%52.1%46.9%42.8%
Operating Margin19.0%19.0%15.6%16.2%15.9%
Net Margin13.4%13.4%12.0%11.8%11.8%
Balance Sheet
Debt/Equity0.020.020.00—0.01
Current Ratio3.243.24———
Cash Flow
Free Cash Flow$133.2M$133.2M$264.1M$300.0M$153.5M
Returns
ROE6.5%6.5%5.3%4.6%3.9%
Valuation
P/E28.6528.6525.5430.3145.53
EV/EBITDA16.3416.3410.5211.8017.51
P/B2.042.041.351.391.79
Growth & Yield
Revenue Growth11.7%11.7%15.6%15.0%—
EPS Growth26.8%26.8%17.1%16.7%—
Dividend Yield1.8%1.8%———

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

40.7%

muy exigente

EPS terminal req.

$1.45

Spread vs growth

-13.9%

5Y implied EPS CAGR

27.5%

muy exigente

EPS terminal req.

$1.75

Spread vs growth

-0.7%

10Y implied EPS CAGR

18.4%

exigente

EPS terminal req.

$2.82

Spread vs growth

8.4%

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 -2.3%

Total return

-2.3%

Start / end P/E

41.5x → 31.4x

EPS bridge

0.41 → 0.52

Residual

-6.5%

EPS growth+26.8%
Multiple rerating-24.4%
Dividend+1.8%
Residual / FX / buybacks / cross-term-6.5%

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.