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601798.SS$7.76-2.51%
Fair $7.76+0.0%

601798.SS

Lanpec Technologies Limited

Energy / Oil & Gas Equipment & ServicesShanghai

$7.76

-0.20 (-2.51%)

Fairly Valued+0.0%Fair Value $7.76Fund rank 30/100 · Data gapFallback financials|
SA 32/D
F-Score: 8/9
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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $101.9M · quality 54.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 43/100Data 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

32/100

D

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: 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. ROE is 3.8%, below the 5% threshold
Thesis & Journal · 601798.SSLocal privado en este navegador · Lanpec Technologies Limited
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

$2.8B

P/E

48.5x

↑

EV/EBITDA

29.5x

↑

ROE

3.8%

↓

Gross Margin

25.8%

↓

Debt/Equity

0.20

↓
52-Week Range$8
$7$12

TradingView lightweight chart

601798.SS price, volumen y niveles de valoración

Último $7.760Periodo -39.7%
Fair value: $7.760

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

+4.5%

FCF CAGR

+92.2%

FCF margin

10.3%

FCF / Net income

2.09x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $992.3M · net income $48.6M · FCF $101.9M

2022-FY → 2025-FY

Gross margin

25.8%+12.7% pts

Operating margin

5.6%+8.7% pts

Net margin

4.9%+26.1% pts

FCF margin

10.3%+8.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$992.3M$992.3M$675.4M$1.12B$869.9M
Net Income$48.6M$48.6M$-88.4M$-139.6M$-184.2M
EBITDA$90.2M$90.2M$-27.7M$-59.0M$-105.9M
EPS0.140.14-0.25-0.39-0.52
Gross Margin25.8%25.8%13.3%12.7%13.2%
Operating Margin5.6%5.6%-10.3%0.1%-3.1%
Net Margin4.9%4.9%-13.1%-12.5%-21.2%
Balance Sheet
Debt/Equity0.200.200.230.380.35
Current Ratio1.391.39———
Cash Flow
Free Cash Flow$101.9M$101.9M$129.1M$46.0M$14.4M
Returns
ROE3.8%3.8%-7.1%-10.9%-12.9%
Valuation
P/E48.5048.50———
EV/EBITDA29.4829.48———
P/B2.102.101.872.161.76
Growth & Yield
Revenue Growth46.9%46.9%-39.4%28.2%—
EPS Growth156.0%156.0%35.9%25.0%—

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

70.1%

muy exigente

EPS terminal req.

$0.69

Spread vs growth

85.9%

5Y implied EPS CAGR

42.9%

muy exigente

EPS terminal req.

$0.83

Spread vs growth

113.1%

10Y implied EPS CAGR

25.4%

muy exigente

EPS terminal req.

$1.34

Spread vs growth

130.6%

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 -0.9%

Total return

-0.9%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.25 → 0.14

Residual

-0.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-0.9%

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.