StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
603029.SS$16.78-3.29%
Fair $16.78+0.0%

603029.SS

Shandong Swan CottonIndustrial Machinery Stock Co.,Ltd.

Industrials / Specialty Industrial MachineryShanghai

$16.78

-0.57 (-3.29%)

Fairly Valued+0.0%Fair Value $16.78Fund rank 24/100 · Data gapFallback financials|
SA 41/C
F-Score: 4/9

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 18%

FCF escenarios

weak_data · normalized FCF $-35.5M · quality 43.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

41/100

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: 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 · 603029.SSLocal privado en este navegador · Shandong Swan CottonIndustrial Machinery 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

$2.0B

P/E

27.1x

↑

EV/EBITDA

14.3x

↑

ROE

7.8%

↑

Gross Margin

30.6%

↑

Debt/Equity

0.17

↓
52-Week Range$17
$17$22

TradingView lightweight chart

603029.SS price, volumen y niveles de valoración

Último $16.78Periodo +54.2%
Fair value: $16.78

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

+14.0%

FCF CAGR

—

FCF margin

-3.7%

FCF / Net income

-0.48x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $958.7M · net income $74.6M · FCF $-35.5M

2022-FY → 2025-FY

Gross margin

30.6%-2.6% pts

Operating margin

13.5%+4.6% pts

Net margin

7.8%-1.1% pts

FCF margin

-3.7%+7.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$958.7M$958.7M$771.5M$704.2M$647.3M
Net Income$74.6M$74.6M$69.3M$65.4M$57.5M
EBITDA$129.7M$129.7M$111.8M$106.0M$91.8M
EPS0.620.620.570.540.47
Gross Margin30.6%30.6%35.2%32.4%33.2%
Operating Margin13.5%13.5%12.7%10.3%8.9%
Net Margin7.8%7.8%9.0%9.3%8.9%
Balance Sheet
Debt/Equity0.170.170.140.050.21
Current Ratio1.601.60———
Cash Flow
Free Cash Flow$-35.5M$-35.5M$-79.2M$117.9M$-73.1M
Returns
ROE7.8%7.8%7.7%7.7%7.2%
Valuation
P/E27.0627.0627.8940.2262.00
EV/EBITDA14.3414.3415.2621.6536.22
P/B2.122.122.163.104.46
Growth & Yield
Revenue Growth24.3%24.3%9.6%8.8%—
EPS Growth8.8%8.8%5.6%14.9%—
Dividend Yield1.0%1.0%———

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

33.9%

muy exigente

EPS terminal req.

$1.49

Spread vs growth

-25.1%

5Y implied EPS CAGR

23.8%

exigente

EPS terminal req.

$1.80

Spread vs growth

-15.0%

10Y implied EPS CAGR

16.7%

exigente

EPS terminal req.

$2.90

Spread vs growth

-7.9%

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 -11.7%

Total return

-11.7%

Start / end P/E

33.7x → 27.1x

EPS bridge

0.57 → 0.62

Residual

-1.7%

EPS growth+8.8%
Multiple rerating-19.7%
Dividend+1.0%
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.