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601686.SS$5.39+3.26%
Fair $5.39+0.0%

601686.SS

Tianjin You Fa Steel Pipe Group Stock Co., Ltd.

Basic Materials / SteelShanghai

$5.39

+0.17 (+3.26%)

Fairly Valued+0.0%Fair Value $5.39Fund rank 27/100 · Data gapFallback financials|
SA 44/C
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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $528.8M · quality 44.7/100

Data gap 27/100
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

44/100

C

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Revenue has declined for 3 consecutive years
Thesis & Journal · 601686.SSLocal privado en este navegador · Tianjin You Fa Steel Pipe Group Stock 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

$7.9B

P/E

11.2x

↓

EV/EBITDA

0.2x

↓

ROE

10.1%

↑

Gross Margin

3.2%

↓

Debt/Equity

0.44

↑
52-Week Range$5
$5$7

TradingView lightweight chart

601686.SS price, volumen y niveles de valoración

Último $5.390Periodo -70.9%
Fair value: $5.390

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

-9.1%

FCF CAGR

—

FCF margin

1.0%

FCF / Net income

0.78x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $50.67B · net income $679.8M · FCF $528.8M

2022-FY → 2025-FY

Gross margin

3.2%+1.3% pts

Operating margin

1.8%+0.8% pts

Net margin

1.3%+0.9% pts

FCF margin

1.0%+2.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$50.67B$50.67B$54.82B$60.92B$67.36B
Net Income$679.8M$679.8M$424.8M$569.9M$297.0M
EBITDA$1.64B$1.64B$1.44B$1.48B$1.01B
EPS0.470.470.300.400.21
Gross Margin3.2%3.2%3.0%2.9%1.9%
Operating Margin1.8%1.8%1.7%1.6%1.0%
Net Margin1.3%1.3%0.8%0.9%0.4%
Balance Sheet
Debt/Equity0.440.440.510.600.78
Current Ratio1.231.23———
Cash Flow
Free Cash Flow$528.8M$528.8M$969.8M$6.7M$-696.1M
Returns
ROE10.1%10.1%6.3%8.5%4.6%
Valuation
P/E11.2311.2317.4715.9728.52
EV/EBITDA0.220.22-1.146.349.64
P/B1.151.151.101.361.32
Growth & Yield
Revenue Growth-7.6%-7.6%-10.0%-9.6%—
EPS Growth56.7%56.7%-25.0%90.5%—
Dividend Yield11.5%11.5%———

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

0.6%

fácil

EPS terminal req.

$0.48

Spread vs growth

56.1%

5Y implied EPS CAGR

4.2%

fácil

EPS terminal req.

$0.58

Spread vs growth

52.4%

10Y implied EPS CAGR

7.1%

razonable

EPS terminal req.

$0.93

Spread vs growth

49.6%

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 +3.0%

Total return

+3.0%

Start / end P/E

19.6x → 11.5x

EPS bridge

0.30 → 0.47

Residual

-23.6%

EPS growth+56.7%
Multiple rerating-41.6%
Dividend+11.5%
Residual / FX / buybacks / cross-term-23.6%

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.