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601616.SS$4.30+1.65%
Fair $4.30+0.0%

601616.SS

Shanghai Guangdian Electric Group Co., Ltd.

Technology / Electronics & Computer DistributionShanghai

$4.30

+0.07 (+1.65%)

Fairly Valued+0.0%Fair Value $4.30Fund rank 37/100 · Data gapFallback financials|
SA 29/D
F-Score: 2/9
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $126.9M · quality 77.0/100

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

29/100

D

Piotroski

2/9

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 -1.4%, below the 5% threshold
Thesis & Journal · 601616.SSLocal privado en este navegador · Shanghai Guangdian Electric 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

$3.7B

P/E

N/A

•

EV/EBITDA

99.8x

↑

ROE

-1.4%

↓

Gross Margin

26.1%

↓

Debt/Equity

0.03

↓
52-Week Range$4
$4$7

TradingView lightweight chart

601616.SS price, volumen y niveles de valoración

Último $4.300Periodo -56.8%
Fair value: $4.300

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

-8.0%

FCF CAGR

-34.0%

FCF margin

4.5%

FCF / Net income

-0.98x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $766.4M · net income $-34.7M · FCF $34.2M

2022-FY → 2025-FY

Gross margin

26.1%-4.9% pts

Operating margin

-4.4%-11.3% pts

Net margin

-4.5%-10.6% pts

FCF margin

4.5%-7.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$766.4M$766.4M$1.04B$756.8M$983.8M
Net Income$-34.7M$-34.7M$74.7M$14.6M$59.4M
EBITDA$28.3M$28.3M$152.8M$108.7M$158.3M
EPS-0.04-0.040.090.020.07
Gross Margin26.1%26.1%27.8%30.7%31.0%
Operating Margin-4.4%-4.4%5.2%2.4%7.0%
Net Margin-4.5%-4.5%7.2%1.9%6.0%
Balance Sheet
Debt/Equity0.030.03—0.010.02
Current Ratio3.823.82———
Cash Flow
Free Cash Flow$34.2M$34.2M$130.9M$126.9M$118.9M
Returns
ROE-1.4%-1.4%3.0%0.6%2.4%
Valuation
P/E——42.97210.1851.40
EV/EBITDA99.7899.7815.5017.7912.55
P/B1.521.521.311.251.24
Growth & Yield
Revenue Growth-26.1%-26.1%37.0%-23.1%—
EPS Growth-146.4%-146.4%424.0%-75.4%—
Dividend Yield1.6%1.6%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +13.9%

Total return

+13.9%

Start / end P/E

n/dx → n/dx

EPS bridge

0.09 → -0.04

Residual

+12.3%

EPS growthn/d
Multiple reratingn/d
Dividend+1.6%
Residual / FX / buybacks / cross-term+12.3%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.