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603611.SS$18.03+2.24%
Fair $18.03+0.0%

603611.SS

Noblelift Intelligent Equipment Co.,Ltd.

Industrials / Farm & Heavy Construction MachineryShanghai

$18.03

+0.40 (+2.24%)

Fairly Valued+0.0%Fair Value $18.03Fund rank 30/100 · Data gapFallback financials|
SA 44/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 32% · confianza 23%

FCF escenarios

weak_data · normalized FCF $471.8M · quality 52.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 37/100Data 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

44/100

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 · 603611.SSLocal privado en este navegador · Noblelift Intelligent 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

$4.6B

P/E

12.2x

↓

EV/EBITDA

6.8x

↓

ROE

13.5%

↑

Gross Margin

22.6%

↓

Debt/Equity

0.42

↑
52-Week Range$18
$18$30

TradingView lightweight chart

603611.SS price, volumen y niveles de valoración

Último $18.24Periodo +93.1%
Fair value: $18.03

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

+13.6%

FCF margin

8.7%

FCF / Net income

1.36x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.69B · net income $429.2M · FCF $582.5M

2022-FY → 2025-FY

Gross margin

22.6%+2.4% pts

Operating margin

8.2%+0.8% pts

Net margin

6.4%+0.4% pts

FCF margin

8.7%+2.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.69B$6.69B$6.98B$6.96B$6.70B
Net Income$429.2M$429.2M$461.9M$457.7M$402.2M
EBITDA$700.5M$700.5M$724.8M$705.4M$627.9M
EPS1.671.671.791.781.56
Gross Margin22.6%22.6%22.8%21.6%20.2%
Operating Margin8.2%8.2%9.0%8.4%7.4%
Net Margin6.4%6.4%6.6%6.6%6.0%
Balance Sheet
Debt/Equity0.420.420.390.460.39
Current Ratio1.201.20———
Cash Flow
Free Cash Flow$582.5M$582.5M$471.8M$-225.9M$397.1M
Returns
ROE13.5%13.5%15.7%17.2%17.1%
Valuation
P/E12.1812.189.5110.3310.74
EV/EBITDA6.776.776.056.806.27
P/B1.461.461.491.771.84
Growth & Yield
Revenue Growth-4.1%-4.1%0.2%3.9%—
EPS Growth-6.7%-6.7%0.6%14.1%—
Dividend Yield4.6%4.6%———

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

-1.4%

fácil

EPS terminal req.

$1.60

Spread vs growth

-5.3%

5Y implied EPS CAGR

3.0%

fácil

EPS terminal req.

$1.94

Spread vs growth

-9.7%

10Y implied EPS CAGR

6.4%

razonable

EPS terminal req.

$3.12

Spread vs growth

-13.1%

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 -2.3%

Total return

-2.3%

Start / end P/E

10.9x → 10.9x

EPS bridge

1.79 → 1.67

Residual

+0.0%

EPS growth-6.7%
Multiple rerating-0.1%
Dividend+4.6%
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.