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603390.SS$12.61-2.63%
Fair $12.61+0.0%

603390.SS

Guangzhou Tongda Auto Electric Co., Ltd

Consumer Cyclical / Auto PartsShanghai

$12.61

-0.34 (-2.63%)

Fairly Valued+0.0%Fair Value $12.61Fund rank 31/100 · Data gapFallback financials|
SA 51/C
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 33% · confianza 23%

FCF escenarios

weak_data · normalized FCF $47.8M · quality 55.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 32/100Data 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

51/100

C

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 · 603390.SSLocal privado en este navegador · Guangzhou Tongda Auto 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

$4.4B

P/E

34.1x

↑

EV/EBITDA

26.9x

↑

ROE

5.2%

↑

Gross Margin

29.2%

↑

Debt/Equity

0.04

↓
52-Week Range$13
$10$19

TradingView lightweight chart

603390.SS price, volumen y niveles de valoración

Último $12.61Periodo -13.0%
Fair value: $12.61

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

+28.5%

FCF CAGR

—

FCF margin

1.1%

FCF / Net income

0.13x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.01B · net income $85.2M · FCF $10.8M

2022-FY → 2025-FY

Gross margin

29.2%+7.6% pts

Operating margin

11.0%+23.1% pts

Net margin

8.4%+30.3% pts

FCF margin

1.1%+15.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.01B$1.01B$665.7M$570.8M$477.1M
Net Income$85.2M$85.2M$25.6M$23.2M$-104.5M
EBITDA$153.7M$153.7M$93.7M$92.2M$-33.3M
EPS0.240.240.070.07-0.30
Gross Margin29.2%29.2%27.2%27.9%21.6%
Operating Margin11.0%11.0%4.4%3.6%-12.1%
Net Margin8.4%8.4%3.8%4.1%-21.9%
Balance Sheet
Debt/Equity0.040.040.000.010.04
Current Ratio3.363.36———
Cash Flow
Free Cash Flow$10.8M$10.8M$47.8M$119.1M$-70.1M
Returns
ROE5.2%5.2%1.6%1.5%-6.7%
Valuation
P/E34.0834.08156.57152.86—
EV/EBITDA26.8526.8538.8634.04—
P/B2.722.722.532.231.79
Growth & Yield
Revenue Growth52.2%52.2%16.6%19.6%—
EPS Growth242.9%242.9%0.0%123.3%—
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

67.1%

muy exigente

EPS terminal req.

$1.12

Spread vs growth

175.8%

5Y implied EPS CAGR

41.3%

muy exigente

EPS terminal req.

$1.35

Spread vs growth

201.5%

10Y implied EPS CAGR

24.7%

exigente

EPS terminal req.

$2.18

Spread vs growth

218.2%

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 +19.6%

Total return

+19.6%

Start / end P/E

151.7x → 52.5x

EPS bridge

0.07 → 0.24

Residual

-158.8%

EPS growth+242.9%
Multiple rerating-65.4%
Dividend+0.9%
Residual / FX / buybacks / cross-term-158.8%

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.