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601857.SS$10.82-0.46%
Fair $10.82+0.0%

601857.SS

PetroChina Company Limited

Energy / Oil & Gas IntegratedShanghai

$10.82

-0.05 (-0.46%)

Fairly Valued+0.0%Fair Value $10.82Fund rank 36/100 · Data gapFallback financials|
SA 54/C
F-Score: 4/9
Declining RevenueMargin Compression

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 $119.7B · quality 80.3/100

Data gap 36/100
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

54/100

C

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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 Operating margin has declined for 3 consecutive years
Thesis & Journal · 601857.SSLocal privado en este navegador · PetroChina Company 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

$1.98T

P/E

12.6x

↓

EV/EBITDA

4.4x

↓

ROE

9.9%

↑

Gross Margin

21.6%

↓

Debt/Equity

0.22

↓
52-Week Range$11
$8$14

TradingView lightweight chart

601857.SS price, volumen y niveles de valoración

Último $10.82Periodo -75.4%
Fair value: $10.82

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

-4.0%

FCF CAGR

-7.2%

FCF margin

4.2%

FCF / Net income

0.76x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.86T · net income $157.30B · FCF $119.72B

2022-FY → 2025-FY

Gross margin

21.6%-0.4% pts

Operating margin

8.4%-1.3% pts

Net margin

5.5%+0.9% pts

FCF margin

4.2%-0.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2864.47B$2864.47B$2937.98B$3012.81B$3239.17B
Net Income$157.30B$157.30B$164.68B$161.41B$148.74B
EBITDA$477.52B$477.52B$491.82B$484.59B$446.98B
EPS0.860.860.900.880.81
Gross Margin21.6%21.6%22.6%23.6%22.0%
Operating Margin8.4%8.4%9.0%9.6%9.7%
Net Margin5.5%5.5%5.6%5.4%4.6%
Balance Sheet
Debt/Equity0.220.220.230.280.33
Current Ratio1.131.13———
Cash Flow
Free Cash Flow$119.72B$119.72B$103.88B$174.34B$150.02B
Returns
ROE9.9%9.9%10.9%11.1%10.9%
Valuation
P/E12.5812.589.838.516.14
EV/EBITDA4.394.393.583.132.54
P/B1.251.251.070.950.67
Growth & Yield
Revenue Growth-2.5%-2.5%-2.5%-7.0%—
EPS Growth-4.4%-4.4%2.3%8.6%—
Dividend Yield4.3%4.3%———

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

3.7%

fácil

EPS terminal req.

$0.96

Spread vs growth

-8.2%

5Y implied EPS CAGR

6.2%

razonable

EPS terminal req.

$1.16

Spread vs growth

-10.6%

10Y implied EPS CAGR

8.1%

razonable

EPS terminal req.

$1.87

Spread vs growth

-12.5%

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 +36.6%

Total return

+36.6%

Start / end P/E

9.1x → 12.6x

EPS bridge

0.90 → 0.86

Residual

-1.7%

EPS growth-4.4%
Multiple rerating+38.4%
Dividend+4.3%
Residual / FX / buybacks / cross-term-1.7%

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.