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603357.SS$7.04-1.40%
Fair $7.04+0.0%

603357.SS

Anhui Transport Consulting & Design Institute Co.,Ltd.

Industrials / Engineering & ConstructionShanghai

$7.04

-0.10 (-1.40%)

Fairly Valued+0.0%Fair Value $7.04Fund rank 29/100 · Data gapFallback financials|
SA 42/C
F-Score: 4/9

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 32% · confianza 22%

FCF escenarios

weak_data · normalized FCF $174.8M · quality 49.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

42/100

C

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: 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 · 603357.SSLocal privado en este navegador · Anhui Transport Consulting & Design Institute 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

$3.9B

P/E

13.0x

↓

EV/EBITDA

6.5x

↓

ROE

9.2%

↑

Gross Margin

38.5%

↑

Debt/Equity

0.16

↓
52-Week Range$7
$7$9

TradingView lightweight chart

603357.SS price, volumen y niveles de valoración

Último $7.040Periodo -28.5%
Fair value: $7.040

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

-3.4%

FCF CAGR

+15.5%

FCF margin

14.6%

FCF / Net income

1.01x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.52B · net income $365.7M · FCF $367.6M

2022-FY → 2025-FY

Gross margin

38.5%+6.7% pts

Operating margin

19.7%+0.4% pts

Net margin

14.5%-1.3% pts

FCF margin

14.6%+6.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.52B$2.52B$3.53B$3.39B$2.80B
Net Income$365.7M$365.7M$513.1M$488.3M$442.8M
EBITDA$486.9M$486.9M$642.7M$609.0M$538.1M
EPS0.660.660.940.900.81
Gross Margin38.5%38.5%33.5%33.9%31.8%
Operating Margin19.7%19.7%19.5%20.1%19.3%
Net Margin14.5%14.5%14.5%14.4%15.8%
Balance Sheet
Debt/Equity0.160.160.140.090.05
Current Ratio2.672.67———
Cash Flow
Free Cash Flow$367.6M$367.6M$-171.7M$174.8M$238.5M
Returns
ROE9.2%9.2%13.6%14.3%14.1%
Valuation
P/E13.0413.049.199.979.51
EV/EBITDA6.496.496.416.356.00
P/B0.980.981.251.431.34
Growth & Yield
Revenue Growth-28.6%-28.6%4.2%21.1%—
EPS Growth-29.8%-29.8%4.4%11.1%—
Dividend Yield4.9%4.9%———

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

-1.8%

fácil

EPS terminal req.

$0.62

Spread vs growth

-28.0%

5Y implied EPS CAGR

2.7%

fácil

EPS terminal req.

$0.76

Spread vs growth

-32.5%

10Y implied EPS CAGR

6.3%

razonable

EPS terminal req.

$1.22

Spread vs growth

-36.1%

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 -13.0%

Total return

-13.0%

Start / end P/E

9.1x → 10.7x

EPS bridge

0.94 → 0.66

Residual

-5.0%

EPS growth-29.8%
Multiple rerating+16.9%
Dividend+4.9%
Residual / FX / buybacks / cross-term-5.0%

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.