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603048.SS$19.90-2.50%
Fair $19.90+0.0%

603048.SS

Zhejiang Liming Intelligent Manufacturing Co.,Ltd.

Consumer Cyclical / Auto PartsShanghai

$19.90

-0.51 (-2.50%)

Fairly Valued+0.0%Fair Value $19.90Fund rank 28/100 · Data gapFallback financials|
SA 41/C
F-Score: 5/9
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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $46.7M · quality 49.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data 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

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: 1unknown: 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. ROE is 2.5%, below the 5% threshold
Thesis & Journal · 603048.SSLocal privado en este navegador · Zhejiang Liming Intelligent Manufacturing 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

$2.9B

P/E

86.5x

↑

EV/EBITDA

25.1x

↑

ROE

2.5%

↓

Gross Margin

34.3%

↑

Debt/Equity

0.05

↓
52-Week Range$20
$17$26

TradingView lightweight chart

603048.SS price, volumen y niveles de valoración

Último $19.90Periodo -20.4%
Fair value: $19.90

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

+12.0%

FCF CAGR

—

FCF margin

6.4%

FCF / Net income

1.50x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $727.0M · net income $31.2M · FCF $46.7M

2022-FY → 2025-FY

Gross margin

34.3%+7.2% pts

Operating margin

8.9%+3.3% pts

Net margin

4.3%+0.3% pts

FCF margin

6.4%+29.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$727.0M$727.0M$644.7M$612.5M$518.1M
Net Income$31.2M$31.2M$53.4M$45.9M$20.9M
EBITDA$114.6M$114.6M$130.1M$109.3M$74.3M
EPS0.210.210.360.310.14
Gross Margin34.3%34.3%33.4%30.7%27.0%
Operating Margin8.9%8.9%9.0%9.9%5.6%
Net Margin4.3%4.3%8.3%7.5%4.0%
Balance Sheet
Debt/Equity0.050.050.030.070.12
Current Ratio1.951.95———
Cash Flow
Free Cash Flow$46.7M$46.7M$66.4M$-11.1M$-118.0M
Returns
ROE2.5%2.5%4.2%3.5%1.6%
Valuation
P/E86.5286.5237.0363.81107.71
EV/EBITDA25.0925.0914.2925.6227.96
P/B2.342.341.542.251.75
Growth & Yield
Revenue Growth12.8%12.8%5.3%18.2%—
EPS Growth-41.7%-41.7%16.1%121.4%—
Dividend Yield1.7%1.7%———

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

103.3%

muy exigente

EPS terminal req.

$1.77

Spread vs growth

-145.0%

5Y implied EPS CAGR

59.0%

muy exigente

EPS terminal req.

$2.14

Spread vs growth

-100.7%

10Y implied EPS CAGR

32.3%

muy exigente

EPS terminal req.

$3.44

Spread vs growth

-73.9%

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 +3.1%

Total return

+3.1%

Start / end P/E

54.5x → 94.8x

EPS bridge

0.36 → 0.21

Residual

-30.8%

EPS growth-41.7%
Multiple rerating+73.9%
Dividend+1.7%
Residual / FX / buybacks / cross-term-30.8%

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.