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603197.SS$31.33-1.76%
Fair $31.33+0.0%

603197.SS

Shanghai Baolong Automotive Corporation

Consumer Cyclical / Auto PartsShanghai

$31.33

-0.56 (-1.76%)

Fairly Valued+0.0%Fair Value $31.33Fund rank 23/100 · Data gapFallback financials|
SA 29/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 19%

FCF escenarios

weak_data · normalized FCF $-330.8M · quality 47.3/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

29/100

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 · 603197.SSLocal privado en este navegador · Shanghai Baolong Automotive Corporation
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

$6.7B

P/E

35.6x

↑

EV/EBITDA

13.3x

↑

ROE

6.5%

↑

Gross Margin

21.1%

↓

Debt/Equity

1.45

↑
52-Week Range$31
$31$47

TradingView lightweight chart

603197.SS price, volumen y niveles de valoración

Último $31.33Periodo +33.2%
Fair value: $31.33

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

+22.3%

FCF CAGR

—

FCF margin

-3.2%

FCF / Net income

-1.32x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.75B · net income $212.7M · FCF $-280.9M

2022-FY → 2025-FY

Gross margin

21.1%-6.9% pts

Operating margin

6.3%-2.8% pts

Net margin

2.4%-2.1% pts

FCF margin

-3.2%+6.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$8.75B$8.75B$7.02B$5.90B$4.78B
Net Income$212.7M$212.7M$302.6M$378.8M$214.1M
EBITDA$821.1M$821.1M$828.3M$782.1M$546.4M
EPS1.001.001.441.821.04
Gross Margin21.1%21.1%25.1%27.2%28.0%
Operating Margin6.3%6.3%8.2%9.7%9.2%
Net Margin2.4%2.4%4.3%6.4%4.5%
Balance Sheet
Debt/Equity1.451.451.361.110.85
Current Ratio1.121.12———
Cash Flow
Free Cash Flow$-280.9M$-280.9M$-330.8M$-466.7M$-446.8M
Returns
ROE6.5%6.5%9.5%12.8%8.6%
Valuation
P/E35.6035.6024.3128.7451.93
EV/EBITDA13.3413.3412.6016.7722.66
P/B2.052.052.303.694.45
Growth & Yield
Revenue Growth24.5%24.5%19.1%23.4%—
EPS Growth-30.6%-30.6%-20.9%75.0%—
Dividend Yield2.6%2.6%———

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

40.6%

muy exigente

EPS terminal req.

$2.78

Spread vs growth

-71.2%

5Y implied EPS CAGR

27.5%

muy exigente

EPS terminal req.

$3.36

Spread vs growth

-58.0%

10Y implied EPS CAGR

18.4%

exigente

EPS terminal req.

$5.42

Spread vs growth

-49.0%

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 -19.8%

Total return

-19.8%

Start / end P/E

28.0x → 31.3x

EPS bridge

1.44 → 1.00

Residual

-3.6%

EPS growth-30.6%
Multiple rerating+11.7%
Dividend+2.6%
Residual / FX / buybacks / cross-term-3.6%

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.