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603209.SS$13.75-1.50%
Fair $13.75+0.0%

603209.SS

Xingtong Shipping Co., Ltd.

Industrials / Marine ShippingShanghai

$13.75

-0.21 (-1.50%)

Fairly Valued+0.0%Fair Value $13.75Fund rank 24/100 · Data gapFallback financials|
SA 44/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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $-290.1M · quality 50.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 11/100Data 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

44/100

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 · 603209.SSLocal privado en este navegador · Xingtong Shipping 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

$4.5B

P/E

14.3x

↓

EV/EBITDA

8.4x

↓

ROE

8.0%

↑

Gross Margin

28.7%

↑

Debt/Equity

0.42

↑
52-Week Range$14
$13$18

TradingView lightweight chart

603209.SS price, volumen y niveles de valoración

Último $13.75Periodo -37.9%
Fair value: $13.75

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

+27.5%

FCF CAGR

—

FCF margin

-17.8%

FCF / Net income

-1.07x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.63B · net income $270.0M · FCF $-290.1M

2022-FY → 2025-FY

Gross margin

28.7%-12.9% pts

Operating margin

23.2%-13.3% pts

Net margin

16.6%-9.7% pts

FCF margin

-17.8%+66.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.63B$1.63B$1.51B$1.24B$784.8M
Net Income$270.0M$270.0M$350.4M$252.2M$206.2M
EBITDA$590.0M$590.0M$679.3M$514.9M$351.8M
EPS0.880.881.250.900.79
Gross Margin28.7%28.7%36.0%33.2%41.6%
Operating Margin23.2%23.2%30.4%28.0%36.5%
Net Margin16.6%16.6%23.1%20.4%26.3%
Balance Sheet
Debt/Equity0.420.420.500.510.38
Current Ratio1.301.30———
Cash Flow
Free Cash Flow$-290.1M$-290.1M$-145.4M$-480.9M$-657.5M
Returns
ROE8.0%8.0%13.8%11.4%10.1%
Valuation
P/E14.3214.3212.2719.3330.65
EV/EBITDA8.428.427.5510.8318.62
P/B1.251.251.692.213.11
Growth & Yield
Revenue Growth7.5%7.5%22.4%57.7%—
EPS Growth-29.6%-29.6%38.9%13.9%—
Dividend Yield1.3%1.3%———

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

11.5%

razonable

EPS terminal req.

$1.22

Spread vs growth

-41.1%

5Y implied EPS CAGR

10.9%

razonable

EPS terminal req.

$1.48

Spread vs growth

-40.5%

10Y implied EPS CAGR

10.4%

razonable

EPS terminal req.

$2.38

Spread vs growth

-40.0%

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 -5.4%

Total return

-5.4%

Start / end P/E

11.8x → 15.6x

EPS bridge

1.25 → 0.88

Residual

-9.6%

EPS growth-29.6%
Multiple rerating+32.5%
Dividend+1.3%
Residual / FX / buybacks / cross-term-9.6%

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.