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603214.SS$14.60-4.01%
Fair $14.60+0.0%

603214.SS

Shanghai Aiyingshi Co.,Ltd

Consumer Cyclical / Specialty RetailShanghai

$14.60

-0.61 (-4.01%)

Fairly Valued+0.0%Fair Value $14.60Fund rank 38/100 · Data gapFallback financials|
SA 42/C
F-Score: 5/9
Margin Compression

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $334.3M · quality 81.3/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 86/100Data 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

42/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 603214.SSLocal privado en este navegador · Shanghai Aiyingshi 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

$2.0B

P/E

24.3x

↑

EV/EBITDA

6.0x

↓

ROE

6.9%

↑

Gross Margin

26.2%

↓

Debt/Equity

0.41

↓
52-Week Range$15
$14$23

TradingView lightweight chart

603214.SS price, volumen y niveles de valoración

Último $14.60Periodo -28.9%
Fair value: $14.60

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

+1.5%

FCF CAGR

-3.8%

FCF margin

8.8%

FCF / Net income

4.10x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.78B · net income $81.5M · FCF $334.3M

2022-FY → 2025-FY

Gross margin

26.2%-2.3% pts

Operating margin

4.3%-0.1% pts

Net margin

2.2%-0.2% pts

FCF margin

8.8%-1.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.78B$3.78B$3.47B$3.33B$3.62B
Net Income$81.5M$81.5M$106.4M$104.7M$86.0M
EBITDA$331.9M$331.9M$351.0M$369.9M$389.3M
EPS0.590.590.760.750.61
Gross Margin26.2%26.2%26.9%28.4%28.5%
Operating Margin4.3%4.3%4.3%4.3%4.4%
Net Margin2.2%2.2%3.1%3.1%2.4%
Balance Sheet
Debt/Equity0.410.410.440.550.71
Current Ratio1.681.68———
Cash Flow
Free Cash Flow$334.3M$334.3M$298.9M$369.7M$375.5M
Returns
ROE6.9%6.9%9.2%9.2%8.0%
Valuation
P/E24.3324.3327.7922.3430.33
EV/EBITDA5.955.958.616.727.69
P/B1.711.712.562.062.42
Growth & Yield
Revenue Growth9.1%9.1%4.1%-8.0%—
EPS Growth-23.1%-23.1%2.6%21.8%—
Dividend Yield2.5%2.5%———

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

30.1%

muy exigente

EPS terminal req.

$1.30

Spread vs growth

-53.2%

5Y implied EPS CAGR

21.7%

exigente

EPS terminal req.

$1.57

Spread vs growth

-44.8%

10Y implied EPS CAGR

15.7%

exigente

EPS terminal req.

$2.52

Spread vs growth

-38.8%

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 -31.5%

Total return

-31.5%

Start / end P/E

28.9x → 24.8x

EPS bridge

0.76 → 0.59

Residual

+3.3%

EPS growth-23.1%
Multiple rerating-14.2%
Dividend+2.5%
Residual / FX / buybacks / cross-term+3.3%

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.