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603600.SS$10.66-1.20%
Fair $10.66+0.0%

603600.SS

UE Furniture Co., Ltd.

Consumer Cyclical / Furnishings, Fixtures & AppliancesShanghai

$10.66

-0.13 (-1.20%)

Fairly Valued+0.0%Fair Value $10.66Fund rank 27/100 · Data gapFallback financials|
SA 45/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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-6.4M · quality 46.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

45/100

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 · 603600.SSLocal privado en este navegador · UE Furniture 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

$3.5B

P/E

14.2x

↓

EV/EBITDA

8.9x

↓

ROE

10.1%

↑

Gross Margin

20.4%

↓

Debt/Equity

0.37

↓
52-Week Range$11
$10$13

TradingView lightweight chart

603600.SS price, volumen y niveles de valoración

Último $10.66Periodo +81.0%
Fair value: $10.66

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

+6.4%

FCF CAGR

-20.2%

FCF margin

5.5%

FCF / Net income

1.16x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.88B · net income $232.8M · FCF $270.5M

2022-FY → 2025-FY

Gross margin

20.4%+1.1% pts

Operating margin

5.3%-2.1% pts

Net margin

4.8%-3.5% pts

FCF margin

5.5%-7.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.88B$4.88B$4.75B$3.54B$4.06B
Net Income$232.8M$232.8M$296.2M$297.9M$335.2M
EBITDA$384.3M$384.3M$450.3M$451.4M$508.9M
EPS0.700.700.890.951.11
Gross Margin20.4%20.4%21.6%22.9%19.3%
Operating Margin5.3%5.3%6.9%6.4%7.4%
Net Margin4.8%4.8%6.2%8.4%8.3%
Balance Sheet
Debt/Equity0.370.370.420.140.22
Current Ratio1.341.34———
Cash Flow
Free Cash Flow$270.5M$270.5M$-88.8M$-6.4M$532.5M
Returns
ROE10.1%10.1%13.3%13.8%19.0%
Valuation
P/E14.2114.2112.7811.879.14
EV/EBITDA8.868.868.207.045.42
P/B1.541.541.701.641.74
Growth & Yield
Revenue Growth2.8%2.8%34.2%-12.7%—
EPS Growth-21.3%-21.3%-6.3%-14.4%—
Dividend Yield4.3%4.3%———

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

10.6%

razonable

EPS terminal req.

$0.95

Spread vs growth

-31.9%

5Y implied EPS CAGR

10.3%

razonable

EPS terminal req.

$1.14

Spread vs growth

-31.7%

10Y implied EPS CAGR

10.2%

razonable

EPS terminal req.

$1.84

Spread vs growth

-31.5%

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 +3.7%

Total return

+3.7%

Start / end P/E

12.0x → 15.2x

EPS bridge

0.89 → 0.70

Residual

-5.6%

EPS growth-21.3%
Multiple rerating+26.4%
Dividend+4.3%
Residual / FX / buybacks / cross-term-5.6%

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.