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603391.SS$59.50-1.70%
Fair $59.50+0.0%

603391.SS

Zhejiang Liju Thermal Equipment Co., Ltd.

Industrials / Specialty Industrial MachineryShanghai

$59.50

-1.03 (-1.70%)

Fairly Valued+0.0%Fair Value $59.50Fund rank 34/100 · Data gapFallback financials|
SA 50/C
F-Score: 3/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $105.1M · quality 67.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 60/100Data 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

50/100

C

Piotroski

3/9

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 · 603391.SSLocal privado en este navegador · Zhejiang Liju Thermal Equipment 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

$5.4B

P/E

28.2x

↑

EV/EBITDA

16.6x

↑

ROE

10.0%

↑

Gross Margin

40.0%

↑

Debt/Equity

0.02

↓
52-Week Range$60
$37$79

TradingView lightweight chart

603391.SS price, volumen y niveles de valoración

Último $59.50Periodo -0.8%
Fair value: $59.50

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

+5.0%

FCF CAGR

-8.6%

FCF margin

13.5%

FCF / Net income

0.68x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.14B · net income $225.9M · FCF $154.1M

2022-FY → 2025-FY

Gross margin

40.0%-0.4% pts

Operating margin

22.5%+2.7% pts

Net margin

19.9%+3.2% pts

FCF margin

13.5%-6.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.14B$1.14B$1.06B$1.20B$983.8M
Net Income$225.9M$225.9M$291.1M$268.3M$163.5M
EBITDA$312.0M$312.0M$375.7M$349.3M$231.5M
EPS2.482.483.753.932.40
Gross Margin40.0%40.0%41.0%39.9%40.5%
Operating Margin22.5%22.5%28.9%23.7%19.8%
Net Margin19.9%19.9%27.3%22.3%16.6%
Balance Sheet
Debt/Equity0.020.020.020.080.18
Current Ratio2.572.57———
Cash Flow
Free Cash Flow$154.1M$154.1M$41.8M$105.1M$201.6M
Returns
ROE10.0%10.0%13.7%24.5%20.4%
Valuation
P/E28.2028.2010.55——
EV/EBITDA16.5516.557.08——
P/B2.392.391.44——
Growth & Yield
Revenue Growth6.9%6.9%-11.6%22.4%—
EPS Growth-33.9%-33.9%-4.6%63.8%—
Dividend Yield2.5%2.5%———

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

28.6%

muy exigente

EPS terminal req.

$5.28

Spread vs growth

-62.5%

5Y implied EPS CAGR

20.8%

exigente

EPS terminal req.

$6.39

Spread vs growth

-54.7%

10Y implied EPS CAGR

15.3%

exigente

EPS terminal req.

$10.29

Spread vs growth

-49.2%

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 +63.0%

Total return

+63.0%

Start / end P/E

9.9x → 24.0x

EPS bridge

3.75 → 2.48

Residual

-48.3%

EPS growth-33.9%
Multiple rerating+142.6%
Dividend+2.5%
Residual / FX / buybacks / cross-term-48.3%

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.