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603237.SS$16.34-0.67%
Fair $16.34+0.0%

603237.SS

Zhejiang Wufangzhai Industry Co., Ltd.

Consumer Defensive / Packaged FoodsShanghai

$16.34

-0.11 (-0.67%)

Fairly Valued+0.0%Fair Value $16.34Fund rank 31/100 · Data gapFallback financials|
SA 32/D
F-Score: 3/9
Declining Revenue

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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $177.3M · quality 54.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data 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

32/100

D

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: 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. Revenue has declined for 2 consecutive years
Thesis & Journal · 603237.SSLocal privado en este navegador · Zhejiang Wufangzhai Industry 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

$3.2B

P/E

28.7x

↑

EV/EBITDA

9.7x

↑

ROE

7.3%

↑

Gross Margin

37.0%

↑

Debt/Equity

0.07

↓
52-Week Range$16
$15$22

TradingView lightweight chart

603237.SS price, volumen y niveles de valoración

Último $16.34Periodo -35.2%
Fair value: $16.34

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

-3.1%

FCF CAGR

+10.2%

FCF margin

7.9%

FCF / Net income

1.46x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.24B · net income $121.6M · FCF $177.3M

2022-FY → 2025-FY

Gross margin

37.0%-0.5% pts

Operating margin

7.4%-1.1% pts

Net margin

5.4%-0.2% pts

FCF margin

7.9%+2.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.24B$2.24B$2.25B$2.64B$2.46B
Net Income$121.6M$121.6M$142.1M$165.7M$138.4M
EBITDA$289.0M$289.0M$301.4M$323.8M$329.6M
EPS0.630.630.730.840.84
Gross Margin37.0%37.0%39.1%36.4%37.5%
Operating Margin7.4%7.4%7.6%7.2%8.4%
Net Margin5.4%5.4%6.3%6.3%5.6%
Balance Sheet
Debt/Equity0.070.070.050.060.10
Current Ratio1.401.40———
Cash Flow
Free Cash Flow$177.3M$177.3M$182.8M$-209.7M$132.6M
Returns
ROE7.3%7.3%8.3%9.4%8.3%
Valuation
P/E28.6728.6724.5224.3728.06
EV/EBITDA9.699.699.9710.869.57
P/B1.881.882.002.292.32
Growth & Yield
Revenue Growth-0.4%-0.4%-14.6%7.0%—
EPS Growth-13.7%-13.7%-13.1%0.5%—
Dividend Yield3.0%3.0%———

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

32.0%

muy exigente

EPS terminal req.

$1.45

Spread vs growth

-45.7%

5Y implied EPS CAGR

22.7%

exigente

EPS terminal req.

$1.75

Spread vs growth

-36.4%

10Y implied EPS CAGR

16.2%

exigente

EPS terminal req.

$2.83

Spread vs growth

-29.9%

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 -20.7%

Total return

-20.7%

Start / end P/E

29.4x → 25.9x

EPS bridge

0.73 → 0.63

Residual

+1.6%

EPS growth-13.7%
Multiple rerating-11.7%
Dividend+3.0%
Residual / FX / buybacks / cross-term+1.6%

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.