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601599.SS$3.37+3.69%
Fair $3.37+0.0%

601599.SS

Zhewen Pictures Group co.,ltd

Consumer Cyclical / Textile ManufacturingShanghai

$3.37

+0.12 (+3.69%)

Fairly Valued+0.0%Fair Value $3.37Fund rank 37/100 · Data gapFallback financials|
SA 47/C
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 $170.1M · quality 74.3/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 71/100Data 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

47/100

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: 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 · 601599.SSLocal privado en este navegador · Zhewen Pictures 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

$3.9B

P/E

33.7x

↑

EV/EBITDA

11.9x

↑

ROE

8.8%

↑

Gross Margin

18.0%

↓

Debt/Equity

0.22

↓
52-Week Range$3
$3$6

TradingView lightweight chart

601599.SS price, volumen y niveles de valoración

Último $3.370Periodo -39.8%
Fair value: $3.370

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

+5.7%

FCF CAGR

+1.1%

FCF margin

9.4%

FCF / Net income

2.28x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.23B · net income $132.7M · FCF $302.3M

2022-FY → 2025-FY

Gross margin

18.0%+1.7% pts

Operating margin

10.9%+2.8% pts

Net margin

4.1%+1.1% pts

FCF margin

9.4%-1.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.23B$3.23B$3.04B$2.87B$2.73B
Net Income$132.7M$132.7M$120.1M$100.6M$81.8M
EBITDA$268.8M$268.8M$200.6M$225.4M$188.3M
EPS0.110.110.100.090.07
Gross Margin18.0%18.0%15.0%16.3%16.3%
Operating Margin10.9%10.9%6.5%7.6%8.1%
Net Margin4.1%4.1%4.0%3.5%3.0%
Balance Sheet
Debt/Equity0.220.220.290.250.42
Current Ratio1.551.55———
Cash Flow
Free Cash Flow$302.3M$302.3M$170.1M$60.8M$292.1M
Returns
ROE8.8%8.8%7.9%7.2%6.3%
Valuation
P/E33.7033.7034.1042.6744.86
EV/EBITDA11.9011.9016.5315.4816.13
P/B2.692.692.713.082.83
Growth & Yield
Revenue Growth6.2%6.2%6.1%4.9%—
EPS Growth10.0%10.0%11.1%28.6%—

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

39.6%

muy exigente

EPS terminal req.

$0.30

Spread vs growth

-29.6%

5Y implied EPS CAGR

26.9%

muy exigente

EPS terminal req.

$0.36

Spread vs growth

-16.9%

10Y implied EPS CAGR

18.1%

exigente

EPS terminal req.

$0.58

Spread vs growth

-8.1%

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 -7.4%

Total return

-7.4%

Start / end P/E

36.4x → 30.6x

EPS bridge

0.10 → 0.11

Residual

-1.6%

EPS growth+10.0%
Multiple rerating-15.8%
Dividend+0.0%
Residual / FX / buybacks / cross-term-1.6%

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.