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603073.SS$17.91-3.19%
Fair $17.91+0.0%

603073.SS

Zhejiang Cady Industry Co., Ltd.

Consumer Cyclical / Textile ManufacturingShanghai

$17.91

-0.59 (-3.19%)

Fairly Valued+0.0%Fair Value $17.91Fund rank 26/100 · Data gapFallback financials|
SA 40/C
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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-69.2M · quality 44.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

40/100

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: 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 · 603073.SSLocal privado en este navegador · Zhejiang Cady Industry 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

$2.1B

P/E

35.1x

↑

EV/EBITDA

12.7x

↑

ROE

5.0%

↑

Gross Margin

25.0%

↓

Debt/Equity

0.02

↓
52-Week Range$18
$15$22

TradingView lightweight chart

603073.SS price, volumen y niveles de valoración

Último $17.91Periodo -37.3%
Fair value: $17.91

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

+3.1%

FCF CAGR

—

FCF margin

-12.3%

FCF / Net income

-1.43x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $806.1M · net income $69.6M · FCF $-99.5M

2022-FY → 2025-FY

Gross margin

25.0%-1.8% pts

Operating margin

11.0%-5.7% pts

Net margin

8.6%-6.3% pts

FCF margin

-12.3%-26.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$806.1M$806.1M$770.8M$709.4M$735.7M
Net Income$69.6M$69.6M$100.1M$103.9M$109.8M
EBITDA$151.9M$151.9M$170.1M$172.0M$184.5M
EPS0.600.600.860.961.26
Gross Margin25.0%25.0%26.5%25.1%26.9%
Operating Margin11.0%11.0%13.7%12.9%16.7%
Net Margin8.6%8.6%13.0%14.7%14.9%
Balance Sheet
Debt/Equity0.020.020.160.090.14
Current Ratio3.003.00———
Cash Flow
Free Cash Flow$-99.5M$-99.5M$-69.2M$51.5M$106.8M
Returns
ROE5.0%5.0%7.4%8.1%15.2%
Valuation
P/E35.1235.1215.9321.06—
EV/EBITDA12.7112.718.279.82—
P/B1.501.501.181.70—
Growth & Yield
Revenue Growth4.6%4.6%8.7%-3.6%—
EPS Growth-30.2%-30.2%-10.4%-23.8%—
Dividend Yield1.6%1.6%———

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

38.4%

muy exigente

EPS terminal req.

$1.59

Spread vs growth

-68.6%

5Y implied EPS CAGR

26.2%

muy exigente

EPS terminal req.

$1.92

Spread vs growth

-56.5%

10Y implied EPS CAGR

17.8%

exigente

EPS terminal req.

$3.10

Spread vs growth

-48.1%

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 +9.7%

Total return

+9.7%

Start / end P/E

19.3x → 29.8x

EPS bridge

0.86 → 0.60

Residual

-16.6%

EPS growth-30.2%
Multiple rerating+54.9%
Dividend+1.6%
Residual / FX / buybacks / cross-term-16.6%

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.