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603075.SS$25.28-10.00%
Fair $25.28+0.0%

603075.SS

Hangzhou Heatwell Electric Heating Technology Co., Ltd.

Industrials / Specialty Industrial MachineryShanghai

$25.28

-2.81 (-10.00%)

Fairly Valued+0.0%Fair Value $25.28Fund rank 33/100 · Data gapFallback financials|
SA 66/B
F-Score: 7/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $235.6M · quality 63.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 52/100Data 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

66/100

B

Piotroski

7/9

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 · 603075.SSLocal privado en este navegador · Hangzhou Heatwell Electric Heating 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

$10.2B

P/E

30.8x

↑

EV/EBITDA

19.9x

↑

ROE

14.9%

↑

Gross Margin

30.5%

↑

Debt/Equity

0.11

↓
52-Week Range$25
$19$29

TradingView lightweight chart

603075.SS price, volumen y niveles de valoración

Último $25.28Periodo -35.3%
Fair value: $25.28

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

+8.0%

FCF CAGR

+773.9%

FCF margin

11.1%

FCF / Net income

0.73x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.13B · net income $323.1M · FCF $235.6M

2022-FY → 2025-FY

Gross margin

30.5%+1.4% pts

Operating margin

17.3%+1.8% pts

Net margin

15.2%+0.9% pts

FCF margin

11.1%+11.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.13B$2.13B$1.92B$1.68B$1.69B
Net Income$323.1M$323.1M$299.7M$250.0M$241.5M
EBITDA$495.0M$495.0M$460.5M$393.7M$397.7M
EPS0.810.810.750.680.67
Gross Margin30.5%30.5%31.1%30.4%29.1%
Operating Margin17.3%17.3%17.5%17.0%15.4%
Net Margin15.2%15.2%15.6%14.9%14.3%
Balance Sheet
Debt/Equity0.110.110.150.160.52
Current Ratio2.452.45———
Cash Flow
Free Cash Flow$235.6M$235.6M$131.9M$257.1M$352977.79
Returns
ROE14.9%14.9%14.3%12.5%23.2%
Valuation
P/E30.8330.8324.1738.96—
EV/EBITDA19.9419.9415.4423.95—
P/B4.644.643.454.89—
Growth & Yield
Revenue Growth10.5%10.5%14.8%-0.6%—
EPS Growth8.0%8.0%10.3%1.5%—
Dividend Yield2.5%2.5%———

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

40.4%

muy exigente

EPS terminal req.

$2.24

Spread vs growth

-32.4%

5Y implied EPS CAGR

27.4%

muy exigente

EPS terminal req.

$2.71

Spread vs growth

-19.4%

10Y implied EPS CAGR

18.4%

exigente

EPS terminal req.

$4.37

Spread vs growth

-10.4%

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 +28.2%

Total return

+28.2%

Start / end P/E

26.8x → 31.2x

EPS bridge

0.75 → 0.81

Residual

+1.3%

EPS growth+8.0%
Multiple rerating+16.4%
Dividend+2.5%
Residual / FX / buybacks / cross-term+1.3%

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.