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603213.SS$14.59+1.11%
Fair $14.59+0.0%

603213.SS

Zhejiang Oceanking Development Co., Ltd.

Basic Materials / ChemicalsShanghai

$14.59

+0.16 (+1.11%)

Fairly Valued+0.0%Fair Value $14.59Fund rank 24/100 · Data gapFallback financials|
SA 47/C
F-Score: 3/9
Margin 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 $-199.7M · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data 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

47/100

C

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Operating margin has declined for 3 consecutive years ROE is 3.9%, below the 5% threshold
Thesis & Journal · 603213.SSLocal privado en este navegador · Zhejiang Oceanking Development 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

$6.4B

P/E

91.2x

↑

EV/EBITDA

27.1x

↑

ROE

3.9%

↑

Gross Margin

9.3%

↓

Debt/Equity

0.37

↑
52-Week Range$15
$10$17

TradingView lightweight chart

603213.SS price, volumen y niveles de valoración

Último $14.59Periodo +69.1%
Fair value: $14.59

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

+0.8%

FCF CAGR

-32.1%

FCF margin

2.6%

FCF / Net income

0.91x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.63B · net income $75.6M · FCF $68.5M

2022-FY → 2025-FY

Gross margin

9.3%-14.5% pts

Operating margin

5.2%-14.7% pts

Net margin

2.9%-11.9% pts

FCF margin

2.6%-5.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.63B$2.63B$2.90B$2.11B$2.56B
Net Income$75.6M$75.6M$191.1M$248.8M$379.4M
EBITDA$257.2M$257.2M$367.1M$384.3M$557.4M
EPS0.170.170.410.570.87
Gross Margin9.3%9.3%13.0%18.4%23.8%
Operating Margin5.2%5.2%9.2%14.4%19.9%
Net Margin2.9%2.9%6.6%11.8%14.8%
Balance Sheet
Debt/Equity0.370.370.350.160.00
Current Ratio1.041.04———
Cash Flow
Free Cash Flow$68.5M$68.5M$-199.7M$-451.6M$218.7M
Returns
ROE3.9%3.9%9.9%14.0%22.1%
Valuation
P/E91.1991.1921.6819.4618.60
EV/EBITDA27.1227.1212.6213.1411.92
P/B3.343.342.152.734.12
Growth & Yield
Revenue Growth-9.5%-9.5%37.1%-17.5%—
EPS Growth-58.5%-58.5%-28.1%-34.5%—
Dividend Yield1.7%1.7%———

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

96.7%

muy exigente

EPS terminal req.

$1.29

Spread vs growth

-155.3%

5Y implied EPS CAGR

55.9%

muy exigente

EPS terminal req.

$1.57

Spread vs growth

-114.5%

10Y implied EPS CAGR

31.0%

muy exigente

EPS terminal req.

$2.52

Spread vs growth

-89.5%

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 +49.7%

Total return

+49.7%

Start / end P/E

24.0x → 85.8x

EPS bridge

0.41 → 0.17

Residual

-150.4%

EPS growth-58.5%
Multiple rerating+256.9%
Dividend+1.7%
Residual / FX / buybacks / cross-term-150.4%

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.