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603151.SS$13.25-4.54%
Fair $13.25+0.0%

603151.SS

Shandong Teamgene Technology Co., Ltd.

Consumer Defensive / Farm ProductsShanghai

$13.25

-0.63 (-4.54%)

Fairly Valued+0.0%Fair Value $13.25Fund rank 25/100 · Data gapFallback financials|
SA 38/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 20%

FCF escenarios

weak_data · normalized FCF $-314.5M · quality 55.3/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

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 · 603151.SSLocal privado en este navegador · Shandong Teamgene 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

$2.3B

P/E

26.0x

↑

EV/EBITDA

13.4x

↑

ROE

8.1%

↑

Gross Margin

7.6%

↓

Debt/Equity

0.86

↑
52-Week Range$13
$13$31

TradingView lightweight chart

603151.SS price, volumen y niveles de valoración

Último $13.25Periodo -47.0%
Fair value: $13.25

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

+50.9%

FCF CAGR

—

FCF margin

-13.2%

FCF / Net income

-6.80x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.70B · net income $110.8M · FCF $-754.0M

2022-FY → 2025-FY

Gross margin

7.6%-6.1% pts

Operating margin

4.3%-3.4% pts

Net margin

1.9%-5.3% pts

FCF margin

-13.2%-6.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.70B$5.70B$2.54B$1.65B$1.66B
Net Income$110.8M$110.8M$50.1M$83.9M$120.4M
EBITDA$230.8M$230.8M$122.1M$129.4M$154.3M
EPS0.650.650.300.500.91
Gross Margin7.6%7.6%9.2%13.0%13.7%
Operating Margin4.3%4.3%3.8%6.1%7.7%
Net Margin1.9%1.9%2.0%5.1%7.3%
Balance Sheet
Debt/Equity0.860.860.200.080.02
Current Ratio1.361.36———
Cash Flow
Free Cash Flow$-754.0M$-754.0M$-224.1M$-314.5M$-113.3M
Returns
ROE8.1%8.1%4.0%6.8%9.8%
Valuation
P/E25.9825.9832.3729.9623.09
EV/EBITDA13.4413.4413.9317.1913.35
P/B1.631.631.302.052.26
Growth & Yield
Revenue Growth124.2%124.2%54.4%-0.7%—
EPS Growth118.7%118.7%-40.2%-44.9%—
Dividend Yield1.4%1.4%———

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

21.7%

exigente

EPS terminal req.

$1.18

Spread vs growth

97.0%

5Y implied EPS CAGR

16.9%

exigente

EPS terminal req.

$1.42

Spread vs growth

101.8%

10Y implied EPS CAGR

13.4%

razonable

EPS terminal req.

$2.29

Spread vs growth

105.3%

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 -13.0%

Total return

-13.0%

Start / end P/E

51.9x → 20.3x

EPS bridge

0.30 → 0.65

Residual

-72.2%

EPS growth+118.7%
Multiple rerating-60.9%
Dividend+1.4%
Residual / FX / buybacks / cross-term-72.2%

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.