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603097.SS$27.15-2.65%
Fair $27.15+0.0%

603097.SS

Jiangsu Huachen Transformer Co., Ltd.

Technology / Electronic ComponentsShanghai

$27.15

-0.74 (-2.65%)

Fairly Valued+0.0%Fair Value $27.15Fund rank 27/100 · Data gapFallback financials|
SA 38/D
F-Score: 3/9

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 33% · confianza 23%

FCF escenarios

weak_data · normalized FCF $-154.3M · quality 63.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 30/100Data 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

38/100

D

Piotroski

3/9

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 · 603097.SSLocal privado en este navegador · Jiangsu Huachen Transformer 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

$4.5B

P/E

87.6x

↑

EV/EBITDA

39.4x

↑

ROE

6.2%

↑

Gross Margin

16.2%

↓

Debt/Equity

0.53

↑
52-Week Range$27
$21$43

TradingView lightweight chart

603097.SS price, volumen y niveles de valoración

Último $27.15Periodo +121.1%
Fair value: $27.15

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

+30.1%

FCF CAGR

—

FCF margin

-6.8%

FCF / Net income

-2.19x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.26B · net income $70.4M · FCF $-154.3M

2022-FY → 2025-FY

Gross margin

16.2%-5.0% pts

Operating margin

6.7%-2.2% pts

Net margin

3.1%-5.8% pts

FCF margin

-6.8%+9.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.26B$2.26B$1.58B$1.51B$1.02B
Net Income$70.4M$70.4M$91.6M$121.5M$91.3M
EBITDA$120.4M$120.4M$144.6M$160.8M$109.8M
EPS0.440.440.570.760.64
Gross Margin16.2%16.2%21.0%22.5%21.2%
Operating Margin6.7%6.7%9.4%11.4%9.0%
Net Margin3.1%3.1%5.8%8.0%8.9%
Balance Sheet
Debt/Equity0.530.530.460.310.17
Current Ratio1.521.52———
Cash Flow
Free Cash Flow$-154.3M$-154.3M$-213.4M$-148.7M$-170.1M
Returns
ROE6.2%6.2%9.0%13.1%11.0%
Valuation
P/E87.5887.5837.0736.2928.03
EV/EBITDA39.3639.3625.7628.4222.67
P/B3.833.833.334.743.07
Growth & Yield
Revenue Growth42.7%42.7%4.7%47.4%—
EPS Growth-22.8%-22.8%-25.0%18.8%—
Dividend Yield0.7%0.7%———

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

76.3%

muy exigente

EPS terminal req.

$2.41

Spread vs growth

-99.1%

5Y implied EPS CAGR

46.0%

muy exigente

EPS terminal req.

$2.92

Spread vs growth

-68.8%

10Y implied EPS CAGR

26.7%

muy exigente

EPS terminal req.

$4.69

Spread vs growth

-49.5%

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 +18.8%

Total return

+18.8%

Start / end P/E

40.4x → 61.7x

EPS bridge

0.57 → 0.44

Residual

-12.1%

EPS growth-22.8%
Multiple rerating+52.9%
Dividend+0.7%
Residual / FX / buybacks / cross-term-12.1%

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.