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601789.SS$4.91-2.58%
Fair $4.91+0.0%

601789.SS

Ningbo Construction Co., Ltd.

Industrials / Engineering & ConstructionShanghai

$4.91

-0.13 (-2.58%)

Fairly Valued+0.0%Fair Value $4.91Fund rank 25/100 · Data gapFallback financials|
SA 18/F
F-Score: 2/9

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 34% · confianza 16%

FCF escenarios

weak_data · normalized FCF $-80.1M · quality 36.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

18/100

F

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: 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 · 601789.SSLocal privado en este navegador · Ningbo Construction 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

$7.5B

P/E

19.6x

↑

EV/EBITDA

10.7x

↑

ROE

5.1%

↓

Gross Margin

9.3%

↓

Debt/Equity

1.72

↑
52-Week Range$5
$5$8

TradingView lightweight chart

601789.SS price, volumen y niveles de valoración

Último $4.910Periodo -12.6%
Fair value: $4.910

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

-0.6%

FCF CAGR

—

FCF margin

-1.2%

FCF / Net income

-1.14x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $21.47B · net income $235.9M · FCF $-268.0M

2022-FY → 2025-FY

Gross margin

9.3%+1.3% pts

Operating margin

3.8%+0.8% pts

Net margin

1.1%-0.5% pts

FCF margin

-1.2%-5.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$21.47B$21.47B$21.06B$22.67B$21.87B
Net Income$235.9M$235.9M$308.3M$329.4M$348.6M
EBITDA$727.3M$727.3M$782.3M$707.3M$735.7M
EPS0.210.210.270.280.30
Gross Margin9.3%9.3%9.6%8.8%8.0%
Operating Margin3.8%3.8%3.8%3.4%3.0%
Net Margin1.1%1.1%1.5%1.5%1.6%
Balance Sheet
Debt/Equity1.721.721.270.980.80
Current Ratio0.950.95———
Cash Flow
Free Cash Flow$-268.0M$-268.0M$-80.1M$1.03B$852.0M
Returns
ROE5.1%5.1%6.2%6.9%6.9%
Valuation
P/E19.6419.6415.3714.5814.81
EV/EBITDA10.7410.747.056.097.48
P/B1.221.220.951.001.02
Growth & Yield
Revenue Growth1.9%1.9%-7.1%3.7%—
EPS Growth-22.8%-22.8%-5.4%-6.8%—
Dividend Yield2.0%2.0%———

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

28.3%

muy exigente

EPS terminal req.

$0.44

Spread vs growth

-51.1%

5Y implied EPS CAGR

20.6%

exigente

EPS terminal req.

$0.53

Spread vs growth

-43.5%

10Y implied EPS CAGR

15.2%

exigente

EPS terminal req.

$0.85

Spread vs growth

-38.0%

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 -9.7%

Total return

-9.7%

Start / end P/E

20.8x → 23.8x

EPS bridge

0.27 → 0.21

Residual

-3.3%

EPS growth-22.8%
Multiple rerating+14.5%
Dividend+2.0%
Residual / FX / buybacks / cross-term-3.3%

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.