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603008.SS$9.74+4.96%
Fair $9.74+0.0%

603008.SS

Sleemon Healthy Sleep Technology Co., Ltd.

Consumer Cyclical / Furnishings, Fixtures & AppliancesShanghai

$9.74

+0.46 (+4.96%)

Fairly Valued+0.0%Fair Value $9.74Fund rank 32/100 · Data gapFallback financials|
SA 34/D
F-Score: 5/9

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $425.2M · quality 61.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 49/100Data 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

34/100

D

Piotroski

5/9

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 · 603008.SSLocal privado en este navegador · Sleemon Healthy Sleep Technology 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

$3.6B

P/E

27.1x

↑

EV/EBITDA

5.9x

↓

ROE

6.8%

↑

Gross Margin

35.8%

↑

Debt/Equity

0.68

↑
52-Week Range$10
$8$24

TradingView lightweight chart

603008.SS price, volumen y niveles de valoración

Último $9.740Periodo +25.3%
Fair value: $9.740

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

—

FCF margin

2.8%

FCF / Net income

1.04x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.82B · net income $241.4M · FCF $249.9M

2022-FY → 2025-FY

Gross margin

35.8%+3.4% pts

Operating margin

5.3%+0.1% pts

Net margin

2.7%-0.3% pts

FCF margin

2.8%+3.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$8.82B$8.82B$8.73B$8.68B$7.84B
Net Income$241.4M$241.4M$322.4M$428.9M$237.5M
EBITDA$654.8M$654.8M$691.3M$876.7M$655.9M
EPS0.650.650.851.110.62
Gross Margin35.8%35.8%33.7%34.4%32.4%
Operating Margin5.3%5.3%4.9%7.1%5.2%
Net Margin2.7%2.7%3.7%4.9%3.0%
Balance Sheet
Debt/Equity0.680.680.590.490.70
Current Ratio1.031.03———
Cash Flow
Free Cash Flow$249.9M$249.9M$425.2M$680.4M$-13.3M
Returns
ROE6.8%6.8%8.6%11.6%6.8%
Valuation
P/E27.0627.0619.0615.2652.08
EV/EBITDA5.905.908.717.3419.47
P/B1.021.021.631.773.54
Growth & Yield
Revenue Growth1.0%1.0%0.6%10.7%—
EPS Growth-23.5%-23.5%-23.4%79.0%—
Dividend Yield8.6%8.6%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

10.0%

razonable

EPS terminal req.

$0.86

Spread vs growth

-33.5%

5Y implied EPS CAGR

10.0%

razonable

EPS terminal req.

$1.05

Spread vs growth

-33.5%

10Y implied EPS CAGR

10.0%

razonable

EPS terminal req.

$1.68

Spread vs growth

-33.5%

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 -36.1%

Total return

-36.1%

Start / end P/E

20.7x → 15.0x

EPS bridge

0.85 → 0.65

Residual

+6.5%

EPS growth-23.5%
Multiple rerating-27.7%
Dividend+8.6%
Residual / FX / buybacks / cross-term+6.5%

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.