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603329.SS$10.53-4.36%
Fair $10.53+0.0%

603329.SS

Shanghai Ace Investment&Development Co.,Ltd

Industrials / Marine ShippingShanghai

$10.53

-0.48 (-4.36%)

Fairly Valued+0.0%Fair Value $10.53Fund rank 23/100 · Data gapFallback financials|
SA 26/D
F-Score: 4/9
Low Profitability

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 17%

FCF escenarios

weak_data · normalized FCF $-169.0M · quality 40.0/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

26/100

D

Piotroski

4/9

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. ROE is 2.7%, below the 5% threshold
Thesis & Journal · 603329.SSLocal privado en este navegador · Shanghai Ace Investment&Development 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

$2.6B

P/E

35.1x

↑

EV/EBITDA

14.4x

↑

ROE

2.7%

↓

Gross Margin

8.9%

↓

Debt/Equity

0.64

↑
52-Week Range$11
$10$13

TradingView lightweight chart

603329.SS price, volumen y niveles de valoración

Último $10.53Periodo -57.0%
Fair value: $10.53

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

-2.0%

FCF CAGR

—

FCF margin

-5.8%

FCF / Net income

-4.44x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.91B · net income $38.1M · FCF $-169.0M

2022-FY → 2025-FY

Gross margin

8.9%-4.7% pts

Operating margin

4.0%-4.7% pts

Net margin

1.3%-3.5% pts

FCF margin

-5.8%-5.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.91B$2.91B$3.02B$2.52B$3.09B
Net Income$38.1M$38.1M$42.5M$9.8M$149.2M
EBITDA$174.6M$174.6M$149.2M$80.3M$263.8M
EPS0.180.180.210.050.72
Gross Margin8.9%8.9%7.9%8.9%13.6%
Operating Margin4.0%4.0%2.6%2.9%8.7%
Net Margin1.3%1.3%1.4%0.4%4.8%
Balance Sheet
Debt/Equity0.640.640.710.510.37
Current Ratio1.191.19———
Cash Flow
Free Cash Flow$-169.0M$-169.0M$-600.1M$-43.5M$-17.9M
Returns
ROE2.7%2.7%3.8%0.9%13.2%
Valuation
P/E35.1035.1043.59272.6717.49
EV/EBITDA14.3714.3714.6334.4110.08
P/B1.561.561.652.432.30
Growth & Yield
Revenue Growth-3.5%-3.5%19.8%-18.4%—
EPS Growth-14.3%-14.3%355.0%-93.6%—
Dividend Yield0.2%0.2%———

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

73.1%

muy exigente

EPS terminal req.

$0.93

Spread vs growth

-87.4%

5Y implied EPS CAGR

44.4%

muy exigente

EPS terminal req.

$1.13

Spread vs growth

-58.7%

10Y implied EPS CAGR

26.0%

muy exigente

EPS terminal req.

$1.82

Spread vs growth

-40.3%

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 -9.2%

Total return

-9.2%

Start / end P/E

55.4x → 58.5x

EPS bridge

0.21 → 0.18

Residual

-0.8%

EPS growth-14.3%
Multiple rerating+5.6%
Dividend+0.2%
Residual / FX / buybacks / cross-term-0.8%

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.