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603312.SS$38.37-1.32%
Fair $38.37+0.0%

603312.SS

Suzhou West Deane New Power Electric Co.,Ltd.

Technology / Electronic ComponentsShanghai

$38.37

-0.52 (-1.32%)

Fairly Valued+0.0%Fair Value $38.37Fund rank 22/100 · Data gapFallback financials|
SA 35/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 34% · confianza 14%

FCF escenarios

weak_data · normalized FCF $6.2M · quality 28.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

35/100

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 · 603312.SSLocal privado en este navegador · Suzhou West Deane New Power Electric 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

$6.1B

P/E

24.9x

↑

EV/EBITDA

17.0x

↑

ROE

14.7%

↑

Gross Margin

15.7%

↓

Debt/Equity

N/A

•
52-Week Range$38
$34$65

TradingView lightweight chart

603312.SS price, volumen y niveles de valoración

Último $39.01Periodo -6.5%
Fair value: $38.37

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

+20.4%

FCF CAGR

—

FCF margin

0.2%

FCF / Net income

0.02x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.78B · net income $260.8M · FCF $6.2M

2022-FY → 2025-FY

Gross margin

15.7%-2.1% pts

Operating margin

11.1%-1.3% pts

Net margin

9.4%-0.3% pts

FCF margin

0.2%+2.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.78B$2.78B$2.16B$1.84B$1.59B
Net Income$260.8M$260.8M$227.8M$198.1M$154.5M
EBITDA$343.7M$343.7M$295.8M$259.0M$190.8M
EPS1.621.621.441.631.27
Gross Margin15.7%15.7%17.4%18.4%17.8%
Operating Margin11.1%11.1%12.5%13.2%12.4%
Net Margin9.4%9.4%10.5%10.8%9.7%
Balance Sheet
Debt/Equity——0.040.250.22
Current Ratio2.612.61———
Cash Flow
Free Cash Flow$6.2M$6.2M$40.0M$-44.7M$-27.7M
Returns
ROE14.7%14.7%13.5%30.8%35.1%
Valuation
P/E24.9224.9220.9429.63—
EV/EBITDA16.9616.9615.2222.99—
P/B3.473.472.849.14—
Growth & Yield
Revenue Growth28.5%28.5%17.9%15.2%—
EPS Growth12.5%12.5%-11.7%28.3%—
Dividend Yield4.0%4.0%———

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

28.1%

muy exigente

EPS terminal req.

$3.40

Spread vs growth

-15.6%

5Y implied EPS CAGR

20.5%

exigente

EPS terminal req.

$4.12

Spread vs growth

-8.0%

10Y implied EPS CAGR

15.1%

exigente

EPS terminal req.

$6.63

Spread vs growth

-2.6%

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 +6.2%

Total return

+6.2%

Start / end P/E

26.5x → 24.1x

EPS bridge

1.44 → 1.62

Residual

-1.1%

EPS growth+12.5%
Multiple rerating-9.1%
Dividend+4.0%
Residual / FX / buybacks / cross-term-1.1%

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.