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603630.SS$14.09-4.02%
Fair $14.09+0.0%

603630.SS

Lafang China Co.,Ltd

Consumer Defensive / Household & Personal ProductsShanghai

$14.09

-0.59 (-4.02%)

Fairly Valued+0.0%Fair Value $14.09Fund rank 31/100 · Data gapFallback financials|
SA 25/D
F-Score: 3/9
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 20%

FCF escenarios

weak_data · normalized FCF $-25.0M · quality 55.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

25/100

D

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: 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 -1.7%, below the 5% threshold
Thesis & Journal · 603630.SSLocal privado en este navegador · Lafang China 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

$3.2B

P/E

N/A

•

EV/EBITDA

2039.7x

↑

ROE

-1.7%

↓

Gross Margin

49.1%

↑

Debt/Equity

0.00

↓
52-Week Range$14
$14$31

TradingView lightweight chart

603630.SS price, volumen y niveles de valoración

Último $14.09Periodo -30.8%
Fair value: $14.09

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

-2.7%

FCF CAGR

—

FCF margin

-7.4%

FCF / Net income

1.94x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $818.3M · net income $-31.2M · FCF $-60.4M

2022-FY → 2025-FY

Gross margin

49.1%+1.9% pts

Operating margin

2.0%-2.1% pts

Net margin

-3.8%-10.5% pts

FCF margin

-7.4%-21.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$818.3M$818.3M$888.7M$859.8M$887.1M
Net Income$-31.2M$-31.2M$41.4M$65.5M$59.2M
EBITDA$1.1M$1.1M$61.9M$86.2M$77.6M
EPS-0.14-0.140.190.290.26
Gross Margin49.1%49.1%47.9%47.8%47.2%
Operating Margin2.0%2.0%5.0%12.1%4.1%
Net Margin-3.8%-3.8%4.7%7.6%6.7%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Current Ratio4.434.43———
Cash Flow
Free Cash Flow$-60.4M$-60.4M$-25.0M$105.9M$123.3M
Returns
ROE-1.7%-1.7%2.2%3.3%3.1%
Valuation
P/E——64.3753.3157.23
EV/EBITDA2039.692039.6924.3726.1228.94
P/B1.681.681.391.771.75
Growth & Yield
Revenue Growth-7.9%-7.9%3.4%-3.1%—
EPS Growth-173.7%-173.7%-34.5%11.5%—
Dividend Yield0.9%0.9%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -47.6%

Total return

-47.6%

Start / end P/E

n/dx → n/dx

EPS bridge

0.19 → -0.14

Residual

-48.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.9%
Residual / FX / buybacks / cross-term-48.5%

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.