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603615.SS$19.23+2.02%
Fair $19.23+0.0%

603615.SS

Chahua Modern Housewares Co., Ltd.

Consumer Cyclical / Packaging & ContainersShanghai

$19.23

+0.38 (+2.02%)

Fairly Valued+0.0%Fair Value $19.23Fund rank 25/100 · Data gapFallback financials|
SA 35/D
F-Score: 4/9
Low 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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $55.8M · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 10/100Data 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

35/100

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: 1unknown: 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. ROE is 0.6%, below the 5% threshold
Thesis & Journal · 603615.SSLocal privado en este navegador · Chahua Modern Housewares 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

$4.7B

P/E

384.6x

↑

EV/EBITDA

57.5x

↑

ROE

0.6%

↓

Gross Margin

11.5%

↓

Debt/Equity

0.29

↓
52-Week Range$19
$17$30

TradingView lightweight chart

603615.SS price, volumen y niveles de valoración

Último $19.23Periodo +59.6%
Fair value: $19.23

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

+23.4%

FCF CAGR

—

FCF margin

-24.9%

FCF / Net income

-49.37x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.27B · net income $6.4M · FCF $-316.3M

2022-FY → 2025-FY

Gross margin

11.5%-8.9% pts

Operating margin

1.3%+3.4% pts

Net margin

0.5%+3.3% pts

FCF margin

-24.9%-39.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.27B$1.27B$560.0M$656.9M$675.9M
Net Income$6.4M$6.4M$-37.5M$4.7M$-18.6M
EBITDA$78.6M$78.6M$37.5M$84.4M$59.9M
EPS0.030.03-0.150.02-0.08
Gross Margin11.5%11.5%20.2%25.3%20.5%
Operating Margin1.3%1.3%-5.2%0.7%-2.1%
Net Margin0.5%0.5%-6.7%0.7%-2.8%
Balance Sheet
Debt/Equity0.290.290.230.130.04
Current Ratio2.442.44———
Cash Flow
Free Cash Flow$-316.3M$-316.3M$110.5M$55.8M$96.6M
Returns
ROE0.6%0.6%-3.3%0.4%-1.5%
Valuation
P/E384.60384.60—929.47—
EV/EBITDA57.4857.48120.4846.7925.47
P/B4.144.144.443.671.56
Growth & Yield
Revenue Growth126.6%126.6%-14.7%-2.8%—
EPS Growth116.8%116.8%-915.8%123.8%—

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

303.4%

muy exigente

EPS terminal req.

$1.71

Spread vs growth

-186.6%

5Y implied EPS CAGR

139.9%

muy exigente

EPS terminal req.

$2.06

Spread vs growth

-23.1%

10Y implied EPS CAGR

62.4%

muy exigente

EPS terminal req.

$3.33

Spread vs growth

54.3%

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 -10.3%

Total return

-10.3%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.15 → 0.03

Residual

-10.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-10.3%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.