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603076.SS$24.95-4.15%
Fair $24.95+0.0%

603076.SS

Ningbo Lehui International Engineering Equipment Co.,Ltd

Industrials / Specialty Industrial MachineryShanghai

$24.95

-1.08 (-4.15%)

Fairly Valued+0.0%Fair Value $24.95Fund rank 30/100 · Data gapFallback financials|
SA 43/C
F-Score: 7/9
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 $213.7M · quality 51.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

43/100

C

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: 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 2.1%, below the 5% threshold
Thesis & Journal · 603076.SSLocal privado en este navegador · Ningbo Lehui International Engineering Equipment 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

$3.0B

P/E

113.4x

↑

EV/EBITDA

25.3x

↑

ROE

2.1%

↓

Gross Margin

22.0%

↓

Debt/Equity

0.47

↑
52-Week Range$25
$23$41

TradingView lightweight chart

603076.SS price, volumen y niveles de valoración

Último $24.95Periodo +23.1%
Fair value: $24.95

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

+9.4%

FCF CAGR

—

FCF margin

24.0%

FCF / Net income

14.31x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.58B · net income $26.5M · FCF $378.5M

2022-FY → 2025-FY

Gross margin

22.0%-0.9% pts

Operating margin

3.3%-0.6% pts

Net margin

1.7%-0.1% pts

FCF margin

24.0%+51.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.58B$1.58B$1.49B$1.65B$1.20B
Net Income$26.5M$26.5M$21.1M$19.7M$21.9M
EBITDA$124.1M$124.1M$135.0M$102.0M$67.8M
EPS0.220.220.170.160.18
Gross Margin22.0%22.0%24.5%21.8%22.9%
Operating Margin3.3%3.3%4.3%4.8%3.8%
Net Margin1.7%1.7%1.4%1.2%1.8%
Balance Sheet
Debt/Equity0.470.470.660.740.64
Current Ratio1.281.28———
Cash Flow
Free Cash Flow$378.5M$378.5M$213.7M$-101.6M$-334.5M
Returns
ROE2.1%2.1%1.6%1.5%1.7%
Valuation
P/E113.41113.41128.06162.31207.50
EV/EBITDA25.3025.3023.0935.7770.94
P/B2.332.332.072.423.47
Growth & Yield
Revenue Growth5.8%5.8%-9.8%37.2%—
EPS Growth29.4%29.4%6.3%-11.1%—
Dividend Yield1.5%1.5%———

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

115.9%

muy exigente

EPS terminal req.

$2.21

Spread vs growth

-86.5%

5Y implied EPS CAGR

64.9%

muy exigente

EPS terminal req.

$2.68

Spread vs growth

-35.4%

10Y implied EPS CAGR

34.7%

muy exigente

EPS terminal req.

$4.31

Spread vs growth

-5.3%

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 -0.1%

Total return

-0.1%

Start / end P/E

149.1x → 113.4x

EPS bridge

0.17 → 0.22

Residual

-7.0%

EPS growth+29.4%
Multiple rerating-23.9%
Dividend+1.5%
Residual / FX / buybacks / cross-term-7.0%

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.