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603489.SS$34.59-2.56%
Fair $34.59+0.0%

603489.SS

Bafang Electric (Suzhou) Co.,Ltd.

Consumer Cyclical / Auto PartsShanghai

$34.59

-0.91 (-2.56%)

Fairly Valued+0.0%Fair Value $34.59Fund rank 33/100 · Data gapFallback financials|
SA 57/C
F-Score: 7/9
Declining RevenueLow 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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $51.3M · quality 66.7/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 50/100Data 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

57/100

C

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Revenue has declined for 3 consecutive years ROE is 3.8%, below the 5% threshold
Thesis & Journal · 603489.SSLocal privado en este navegador · Bafang Electric (Suzhou) 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

$8.1B

P/E

64.1x

↑

EV/EBITDA

41.7x

↑

ROE

3.8%

↓

Gross Margin

24.9%

↓

Debt/Equity

0.00

↓
52-Week Range$35
$24$41

TradingView lightweight chart

603489.SS price, volumen y niveles de valoración

Último $34.59Periodo +8.4%
Fair value: $34.59

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

-22.3%

FCF CAGR

-15.8%

FCF margin

3.7%

FCF / Net income

0.48x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.34B · net income $102.8M · FCF $49.4M

2022-FY → 2025-FY

Gross margin

24.9%-6.3% pts

Operating margin

8.7%-12.3% pts

Net margin

7.7%-10.3% pts

FCF margin

3.7%+0.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.34B$1.34B$1.36B$1.65B$2.85B
Net Income$102.8M$102.8M$63.8M$127.9M$512.1M
EBITDA$175.2M$175.2M$138.7M$185.6M$637.6M
EPS0.440.440.270.542.18
Gross Margin24.9%24.9%24.5%26.4%31.2%
Operating Margin8.7%8.7%5.3%9.4%21.0%
Net Margin7.7%7.7%4.7%7.8%18.0%
Balance Sheet
Debt/Equity0.000.000.000.010.01
Current Ratio4.194.19———
Cash Flow
Free Cash Flow$49.4M$49.4M$51.3M$171.2M$82.8M
Returns
ROE3.8%3.8%2.4%4.6%17.9%
Valuation
P/E64.0664.0680.4467.8726.14
EV/EBITDA41.7541.7532.0938.5218.85
P/B2.962.961.943.154.68
Growth & Yield
Revenue Growth-1.5%-1.5%-17.7%-42.2%—
EPS Growth63.0%63.0%-50.0%-75.2%—
Dividend Yield0.3%0.3%———

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

91.1%

muy exigente

EPS terminal req.

$3.07

Spread vs growth

-28.1%

5Y implied EPS CAGR

53.2%

muy exigente

EPS terminal req.

$3.71

Spread vs growth

9.8%

10Y implied EPS CAGR

29.8%

muy exigente

EPS terminal req.

$5.98

Spread vs growth

33.1%

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 +24.6%

Total return

+24.6%

Start / end P/E

103.0x → 78.6x

EPS bridge

0.27 → 0.44

Residual

-14.9%

EPS growth+63.0%
Multiple rerating-23.7%
Dividend+0.3%
Residual / FX / buybacks / cross-term-14.9%

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.