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603289.SS$10.63+0.76%
Fair $10.63+0.0%

603289.SS

Tederic Machinery Co., LTD

Industrials / Specialty Industrial MachineryShanghai

$10.63

+0.08 (+0.76%)

Fairly Valued+0.0%Fair Value $10.63Fund rank 24/100 · Data gapFallback financials|
SA 36/D
F-Score: 6/9

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 $-166.0M · quality 47.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 10/100Data 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

6/9

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 · 603289.SSLocal privado en este navegador · Tederic Machinery 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

$3.1B

P/E

40.9x

↑

EV/EBITDA

17.2x

↑

ROE

6.1%

↑

Gross Margin

32.8%

↑

Debt/Equity

0.53

↑
52-Week Range$11
$9$13

TradingView lightweight chart

603289.SS price, volumen y niveles de valoración

Último $10.63Periodo +22.5%
Fair value: $10.63

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

+0.6%

FCF CAGR

—

FCF margin

-13.8%

FCF / Net income

-1.83x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.21B · net income $90.9M · FCF $-166.0M

2022-FY → 2025-FY

Gross margin

32.8%+6.5% pts

Operating margin

9.5%-1.3% pts

Net margin

7.5%-0.6% pts

FCF margin

-13.8%+7.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.21B$1.21B$1.15B$1.00B$1.19B
Net Income$90.9M$90.9M$82.2M$85.8M$96.7M
EBITDA$194.3M$194.3M$160.9M$139.3M$144.0M
EPS0.300.300.280.290.33
Gross Margin32.8%32.8%29.8%32.0%26.3%
Operating Margin9.5%9.5%8.4%12.5%10.8%
Net Margin7.5%7.5%7.2%8.6%8.2%
Balance Sheet
Debt/Equity0.530.530.550.200.00
Current Ratio1.761.76———
Cash Flow
Free Cash Flow$-166.0M$-166.0M$58.1M$-232.6M$-252.2M
Returns
ROE6.1%6.1%5.8%6.2%7.2%
Valuation
P/E40.8840.8827.8236.5929.82
EV/EBITDA17.2117.2113.9423.1419.39
P/B2.162.161.602.252.14
Growth & Yield
Revenue Growth5.1%5.1%14.6%-15.5%—
EPS Growth7.1%7.1%-3.4%-12.1%—
Dividend Yield1.4%1.4%———

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

46.5%

muy exigente

EPS terminal req.

$0.94

Spread vs growth

-39.4%

5Y implied EPS CAGR

30.6%

muy exigente

EPS terminal req.

$1.14

Spread vs growth

-23.5%

10Y implied EPS CAGR

19.9%

exigente

EPS terminal req.

$1.84

Spread vs growth

-12.7%

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 +16.5%

Total return

+16.5%

Start / end P/E

33.0x → 35.4x

EPS bridge

0.28 → 0.30

Residual

+0.5%

EPS growth+7.1%
Multiple rerating+7.4%
Dividend+1.4%
Residual / FX / buybacks / cross-term+0.5%

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.