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603266.SS$18.30-2.56%
Fair $18.30+0.0%

603266.SS

Ningbo Tianlong Electronics Co., Ltd.

Consumer Cyclical / Auto PartsShanghai

$18.30

-0.48 (-2.56%)

Fairly Valued+0.0%Fair Value $18.30Fund rank 37/100 · Data gapFallback financials|
SA 36/D
F-Score: 5/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $121.1M · quality 79.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 76/100Data 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

36/100

D

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: 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 · 603266.SSLocal privado en este navegador · Ningbo Tianlong Electronics 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

$3.6B

P/E

33.3x

↑

EV/EBITDA

17.2x

↑

ROE

6.6%

↑

Gross Margin

23.1%

↓

Debt/Equity

0.03

↓
52-Week Range$18
$17$28

TradingView lightweight chart

603266.SS price, volumen y niveles de valoración

Último $18.30Periodo +54.7%
Fair value: $18.30

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

+1.8%

FCF CAGR

+7.4%

FCF margin

8.4%

FCF / Net income

1.04x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.32B · net income $106.1M · FCF $110.7M

2022-FY → 2025-FY

Gross margin

23.1%+1.3% pts

Operating margin

9.9%+0.6% pts

Net margin

8.0%-1.8% pts

FCF margin

8.4%+1.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.32B$1.32B$1.37B$1.32B$1.25B
Net Income$106.1M$106.1M$110.2M$111.5M$122.9M
EBITDA$196.9M$196.9M$202.3M$200.9M$204.5M
EPS0.530.530.550.560.62
Gross Margin23.1%23.1%22.3%22.3%21.8%
Operating Margin9.9%9.9%10.4%10.3%9.3%
Net Margin8.0%8.0%8.1%8.5%9.8%
Balance Sheet
Debt/Equity0.030.030.040.050.07
Current Ratio2.662.66———
Cash Flow
Free Cash Flow$110.7M$110.7M$121.1M$177.3M$89.4M
Returns
ROE6.6%6.6%7.3%7.8%9.2%
Valuation
P/E33.2733.2727.0544.0721.21
EV/EBITDA17.1817.1813.9523.4812.12
P/B2.292.291.993.461.94
Growth & Yield
Revenue Growth-3.1%-3.1%3.7%5.0%—
EPS Growth-3.6%-3.6%-1.8%-9.7%—
Dividend Yield0.9%0.9%———

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

45.2%

muy exigente

EPS terminal req.

$1.62

Spread vs growth

-48.9%

5Y implied EPS CAGR

30.0%

muy exigente

EPS terminal req.

$1.96

Spread vs growth

-33.6%

10Y implied EPS CAGR

19.6%

exigente

EPS terminal req.

$3.16

Spread vs growth

-23.2%

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 -6.1%

Total return

-6.1%

Start / end P/E

35.8x → 34.5x

EPS bridge

0.55 → 0.53

Residual

+0.1%

EPS growth-3.6%
Multiple rerating-3.6%
Dividend+0.9%
Residual / FX / buybacks / cross-term+0.1%

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.