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603099.SS$39.90+1.79%
Fair $39.90+0.0%

603099.SS

Changbai Mountain Tourism Co., Ltd.

Consumer Cyclical / Travel ServicesShanghai

$39.90

+0.70 (+1.79%)

Fairly Valued+0.0%Fair Value $39.90Fund rank 29/100 · Data gapFallback financials|
SA 58/C
F-Score: 4/9

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 21%

FCF escenarios

weak_data · normalized FCF $41.9M · quality 49.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

58/100

C

Piotroski

4/9

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 · 603099.SSLocal privado en este navegador · Changbai Mountain Tourism 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

$10.9B

P/E

81.4x

↑

EV/EBITDA

41.5x

↑

ROE

8.6%

↑

Gross Margin

37.5%

↑

Debt/Equity

0.07

↓
52-Week Range$40
$32$60

TradingView lightweight chart

603099.SS price, volumen y niveles de valoración

Último $39.90Periodo +510.1%
Fair value: $39.90

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

+59.4%

FCF CAGR

—

FCF margin

2.9%

FCF / Net income

0.18x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $787.8M · net income $129.3M · FCF $22.8M

2022-FY → 2025-FY

Gross margin

37.5%+47.3% pts

Operating margin

23.3%+58.3% pts

Net margin

16.4%+45.9% pts

FCF margin

2.9%+25.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$787.8M$787.8M$743.3M$620.4M$194.7M
Net Income$129.3M$129.3M$144.3M$138.1M$-57.4M
EBITDA$250.8M$250.8M$269.7M$242.1M$-17.1M
EPS0.480.480.540.52-0.22
Gross Margin37.5%37.5%41.7%43.0%-9.8%
Operating Margin23.3%23.3%29.0%30.1%-35.0%
Net Margin16.4%16.4%19.4%22.3%-29.5%
Balance Sheet
Debt/Equity0.070.070.120.070.10
Current Ratio3.413.41———
Cash Flow
Free Cash Flow$22.8M$22.8M$41.9M$163.6M$-44.3M
Returns
ROE8.6%8.6%12.4%13.3%-6.3%
Valuation
P/E81.4381.4372.0742.17—
EV/EBITDA41.5141.5138.0123.49—
P/B7.187.188.955.602.90
Growth & Yield
Revenue Growth6.0%6.0%19.8%218.7%—
EPS Growth-11.1%-11.1%3.8%336.4%—
Dividend Yield0.2%0.2%———

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

94.7%

muy exigente

EPS terminal req.

$3.54

Spread vs growth

-105.8%

5Y implied EPS CAGR

54.9%

muy exigente

EPS terminal req.

$4.28

Spread vs growth

-66.0%

10Y implied EPS CAGR

30.5%

muy exigente

EPS terminal req.

$6.90

Spread vs growth

-41.7%

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 +22.4%

Total return

+22.4%

Start / end P/E

60.5x → 83.1x

EPS bridge

0.54 → 0.48

Residual

-4.2%

EPS growth-11.1%
Multiple rerating+37.4%
Dividend+0.2%
Residual / FX / buybacks / cross-term-4.2%

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.