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603180.SS$17.29-2.10%
Fair $17.29+0.0%

603180.SS

GoldenHome Living Co., Ltd.

Consumer Cyclical / Furnishings, Fixtures & AppliancesShanghai

$17.29

-0.37 (-2.10%)

Fairly Valued+0.0%Fair Value $17.29Fund rank 24/100 · Data gapFallback financials|
SA 26/D
F-Score: 2/9
Declining RevenueMargin CompressionLow 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 17%

FCF escenarios

weak_data · normalized FCF $-121.2M · quality 41.3/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 7/100Data 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

26/100

D

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 3unknown: 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. Revenue has declined for 2 consecutive years Operating margin has declined for 3 consecutive years ROE is 0.8%, below the 5% threshold
Thesis & Journal · 603180.SSLocal privado en este navegador · GoldenHome Living 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

$2.7B

P/E

123.5x

↑

EV/EBITDA

18.7x

↑

ROE

0.8%

↓

Gross Margin

25.9%

↓

Debt/Equity

0.61

↑
52-Week Range$17
$17$24

TradingView lightweight chart

603180.SS price, volumen y niveles de valoración

Último $17.29Periodo -23.2%
Fair value: $17.29

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

-21.3%

FCF / Net income

-32.06x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.30B · net income $21.9M · FCF $-701.6M

2022-FY → 2025-FY

Gross margin

25.9%-3.5% pts

Operating margin

0.8%-7.0% pts

Net margin

0.7%-7.1% pts

FCF margin

-21.3%-10.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.30B$3.30B$3.47B$3.65B$3.55B
Net Income$21.9M$21.9M$199.3M$292.0M$277.1M
EBITDA$194.3M$194.3M$379.7M$454.6M$425.6M
EPS0.140.141.211.761.80
Gross Margin25.9%25.9%28.7%29.5%29.5%
Operating Margin0.8%0.8%5.4%7.6%7.8%
Net Margin0.7%0.7%5.7%8.0%7.8%
Balance Sheet
Debt/Equity0.610.610.570.530.27
Current Ratio1.301.30———
Cash Flow
Free Cash Flow$-701.6M$-701.6M$-121.2M$79.0M$-381.4M
Returns
ROE0.8%0.8%7.1%10.5%10.7%
Valuation
P/E123.50123.5016.0214.2617.35
EV/EBITDA18.6818.6810.2310.6711.55
P/B0.980.981.141.501.85
Growth & Yield
Revenue Growth-5.0%-5.0%-4.7%2.6%—
EPS Growth-88.4%-88.4%-31.3%-2.2%—
Dividend Yield3.6%3.6%———

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

122.1%

muy exigente

EPS terminal req.

$1.53

Spread vs growth

-210.5%

5Y implied EPS CAGR

67.7%

muy exigente

EPS terminal req.

$1.86

Spread vs growth

-156.1%

10Y implied EPS CAGR

35.8%

muy exigente

EPS terminal req.

$2.99

Spread vs growth

-124.2%

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 -4.5%

Total return

-4.5%

Start / end P/E

15.5x → 123.5x

EPS bridge

1.21 → 0.14

Residual

-614.5%

EPS growth-88.4%
Multiple rerating+694.9%
Dividend+3.6%
Residual / FX / buybacks / cross-term-614.5%

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.