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603551.SS$10.95-3.27%
Fair $10.95+0.0%

603551.SS

AUPU Intelligent Technology Corporation Limited

Consumer Cyclical / Furnishings, Fixtures & AppliancesShanghai

$10.95

-0.37 (-3.27%)

Fairly Valued+0.0%Fair Value $10.95Fund rank 39/100 · Data gapFallback financials|
SA 51/C
F-Score: 5/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $337.8M · quality 86.7/100

Data gap 39/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 89/100Data 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

5/9

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 · 603551.SSLocal privado en este navegador · AUPU Intelligent Technology Corporation Limited
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

$4.2B

P/E

14.4x

↓

EV/EBITDA

7.6x

↓

ROE

21.3%

↑

Gross Margin

45.7%

↑

Debt/Equity

0.00

↓
52-Week Range$11
$10$14

TradingView lightweight chart

603551.SS price, volumen y niveles de valoración

Último $10.95Periodo -50.0%
Fair value: $10.95

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

-0.1%

FCF CAGR

-2.2%

FCF margin

18.0%

FCF / Net income

1.14x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.87B · net income $297.3M · FCF $337.8M

2022-FY → 2025-FY

Gross margin

45.7%+1.3% pts

Operating margin

18.7%+2.1% pts

Net margin

15.9%+3.1% pts

FCF margin

18.0%-1.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.87B$1.87B$1.87B$2.00B$1.88B
Net Income$297.3M$297.3M$297.3M$309.3M$240.1M
EBITDA$396.2M$396.2M$406.5M$418.4M$341.4M
EPS0.780.780.770.800.61
Gross Margin45.7%45.7%46.6%47.5%44.4%
Operating Margin18.7%18.7%18.2%18.0%16.6%
Net Margin15.9%15.9%15.9%15.5%12.8%
Balance Sheet
Debt/Equity0.000.000.010.010.02
Current Ratio2.142.14———
Cash Flow
Free Cash Flow$337.8M$337.8M$321.9M$410.7M$361.2M
Returns
ROE21.3%21.3%20.8%19.3%15.6%
Valuation
P/E14.4114.4113.8713.1715.41
EV/EBITDA7.627.627.386.757.61
P/B2.992.992.882.542.41
Growth & Yield
Revenue Growth0.5%0.5%-6.5%6.2%—
EPS Growth1.3%1.3%-3.8%31.1%—
Dividend Yield7.5%7.5%———

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

7.6%

razonable

EPS terminal req.

$0.97

Spread vs growth

-6.3%

5Y implied EPS CAGR

8.6%

razonable

EPS terminal req.

$1.18

Spread vs growth

-7.3%

10Y implied EPS CAGR

9.3%

razonable

EPS terminal req.

$1.89

Spread vs growth

-8.0%

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 +9.6%

Total return

+9.6%

Start / end P/E

13.9x → 14.0x

EPS bridge

0.77 → 0.78

Residual

+0.0%

EPS growth+1.3%
Multiple rerating+0.7%
Dividend+7.5%
Residual / FX / buybacks / cross-term+0.0%

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.