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603519.SS$12.66-0.94%
Fair $12.66+0.0%

603519.SS

Jiangsu Liba Enterprise Joint-Stock Co., Ltd.

Technology / Electronic ComponentsShanghai

$12.66

-0.12 (-0.94%)

Fairly Valued+0.0%Fair Value $12.66Fund rank 29/100 · Data gapFallback financials|
SA 30/D
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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $97.0M · quality 50.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 57/100Data 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

30/100

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: 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 · 603519.SSLocal privado en este navegador · Jiangsu Liba Enterprise Joint-Stock 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

$3.4B

P/E

21.5x

↑

EV/EBITDA

14.1x

↑

ROE

12.8%

↑

Gross Margin

15.7%

↓

Debt/Equity

N/A

•
52-Week Range$13
$11$15

TradingView lightweight chart

603519.SS price, volumen y niveles de valoración

Último $12.66Periodo +115.8%
Fair value: $12.66

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

+6.0%

FCF CAGR

+21.7%

FCF margin

14.9%

FCF / Net income

1.60x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.69B · net income $156.6M · FCF $251.2M

2022-FY → 2025-FY

Gross margin

15.7%+3.5% pts

Operating margin

10.6%+3.3% pts

Net margin

9.3%-30.6% pts

FCF margin

14.9%+5.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.69B$1.69B$1.71B$1.52B$1.42B
Net Income$156.6M$156.6M$159.0M$639.8M$564.6M
EBITDA$191.0M$191.0M$209.9M$754.6M$116.3M
EPS0.590.590.602.402.12
Gross Margin15.7%15.7%14.5%12.1%12.2%
Operating Margin10.6%10.6%10.2%7.6%7.3%
Net Margin9.3%9.3%9.3%42.0%39.9%
Balance Sheet
Debt/Equity———0.02—
Current Ratio3.313.31———
Cash Flow
Free Cash Flow$251.2M$251.2M$97.0M$49.2M$139.3M
Returns
ROE12.8%12.8%11.9%43.8%44.0%
Valuation
P/E21.4621.4618.175.515.38
EV/EBITDA14.1314.1311.823.5924.24
P/B2.742.742.162.422.36
Growth & Yield
Revenue Growth-1.3%-1.3%12.2%7.6%—
EPS Growth-1.7%-1.7%-75.0%13.2%—
Dividend Yield7.8%7.8%———

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

23.9%

exigente

EPS terminal req.

$1.12

Spread vs growth

-25.6%

5Y implied EPS CAGR

18.2%

exigente

EPS terminal req.

$1.36

Spread vs growth

-19.8%

10Y implied EPS CAGR

14.0%

razonable

EPS terminal req.

$2.19

Spread vs growth

-15.7%

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 +0.9%

Total return

+0.9%

Start / end P/E

22.7x → 21.5x

EPS bridge

0.60 → 0.59

Residual

+0.1%

EPS growth-1.7%
Multiple rerating-5.3%
Dividend+7.8%
Residual / FX / buybacks / cross-term+0.1%

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.