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603109.SS$19.30-0.92%
Fair $19.30+0.0%

603109.SS

Senci Electric Machinery Co.,Ltd.

Industrials / Specialty Industrial MachineryShanghai

$19.30

-0.18 (-0.92%)

Fairly Valued+0.0%Fair Value $19.30Fund rank 26/100 · Data gapFallback financials|
SA 32/D
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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-23.5M · 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

32/100

D

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 · 603109.SSLocal privado en este navegador · Senci Electric Machinery 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

$4.0B

P/E

36.4x

↑

EV/EBITDA

12.5x

↑

ROE

6.9%

↑

Gross Margin

24.2%

↓

Debt/Equity

0.27

↓
52-Week Range$19
$19$41

TradingView lightweight chart

603109.SS price, volumen y niveles de valoración

Último $19.30Periodo +2.1%
Fair value: $19.30

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

+2.4%

FCF CAGR

—

FCF margin

-2.1%

FCF / Net income

-0.45x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.93B · net income $133.8M · FCF $-60.8M

2022-FY → 2025-FY

Gross margin

24.2%+1.2% pts

Operating margin

5.3%-2.8% pts

Net margin

4.6%-2.9% pts

FCF margin

-2.1%-14.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.93B$2.93B$2.74B$2.66B$2.73B
Net Income$133.8M$133.8M$193.7M$226.1M$204.3M
EBITDA$253.1M$253.1M$300.8M$340.0M$298.7M
EPS0.710.710.931.090.99
Gross Margin24.2%24.2%26.5%27.0%23.0%
Operating Margin5.3%5.3%8.6%10.8%8.1%
Net Margin4.6%4.6%7.1%8.5%7.5%
Balance Sheet
Debt/Equity0.270.270.200.220.23
Current Ratio1.651.65———
Cash Flow
Free Cash Flow$-60.8M$-60.8M$-23.5M$-20.7M$348.0M
Returns
ROE6.9%6.9%10.1%12.5%12.1%
Valuation
P/E36.4236.4217.4714.9515.42
EV/EBITDA12.4812.488.748.067.94
P/B1.851.851.771.871.86
Growth & Yield
Revenue Growth6.9%6.9%3.0%-2.4%—
EPS Growth-23.2%-23.2%-14.6%10.3%—
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

33.8%

muy exigente

EPS terminal req.

$1.71

Spread vs growth

-57.1%

5Y implied EPS CAGR

23.7%

exigente

EPS terminal req.

$2.07

Spread vs growth

-47.0%

10Y implied EPS CAGR

16.7%

exigente

EPS terminal req.

$3.34

Spread vs growth

-39.9%

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 -32.1%

Total return

-32.1%

Start / end P/E

31.3x → 27.0x

EPS bridge

0.93 → 0.71

Residual

+3.1%

EPS growth-23.2%
Multiple rerating-13.5%
Dividend+1.5%
Residual / FX / buybacks / cross-term+3.1%

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.