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603655.SS$38.20+6.14%
Fair $38.20+0.0%

603655.SS

Changzhou Langbo Sealing Technologies Co.,Ltd.

Consumer Cyclical / Auto PartsShanghai

$38.20

+2.21 (+6.14%)

Fairly Valued+0.0%Fair Value $38.20Fund rank 24/100 · Data gapFallback financials|
SA 41/C
F-Score: 6/9

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 33% · confianza 18%

FCF escenarios

weak_data · normalized FCF $7.9M · quality 31.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

41/100

C

Piotroski

6/9

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 · 603655.SSLocal privado en este navegador · Changzhou Langbo Sealing Technologies 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

$4.0B

P/E

86.8x

↑

EV/EBITDA

53.6x

↑

ROE

8.0%

↑

Gross Margin

39.6%

↑

Debt/Equity

N/A

•
52-Week Range$38
$24$52

TradingView lightweight chart

603655.SS price, volumen y niveles de valoración

Último $38.20Periodo +27.4%
Fair value: $38.20

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

+15.3%

FCF CAGR

-22.0%

FCF margin

4.0%

FCF / Net income

0.24x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $270.0M · net income $45.2M · FCF $10.8M

2022-FY → 2025-FY

Gross margin

39.6%+5.4% pts

Operating margin

20.1%+13.8% pts

Net margin

16.8%+8.1% pts

FCF margin

4.0%-9.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$270.0M$270.0M$231.4M$197.0M$176.1M
Net Income$45.2M$45.2M$27.9M$20.0M$15.3M
EBITDA$73.9M$73.9M$46.5M$34.8M$27.6M
EPS0.430.430.260.190.14
Gross Margin39.6%39.6%34.3%32.9%34.2%
Operating Margin20.1%20.1%12.6%9.1%6.2%
Net Margin16.8%16.8%12.1%10.2%8.7%
Balance Sheet
Current Ratio12.9012.90———
Cash Flow
Free Cash Flow$10.8M$10.8M$-18.0M$7.9M$22.9M
Returns
ROE8.0%8.0%5.1%3.7%2.9%
Valuation
P/E86.8286.8286.04110.32196.57
EV/EBITDA53.5853.5850.7060.39103.57
P/B7.087.084.434.085.70
Growth & Yield
Revenue Growth16.7%16.7%17.5%11.9%—
EPS Growth65.4%65.4%36.8%35.7%—
Dividend Yield0.5%0.5%———

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

99.0%

muy exigente

EPS terminal req.

$3.39

Spread vs growth

-33.6%

5Y implied EPS CAGR

57.0%

muy exigente

EPS terminal req.

$4.10

Spread vs growth

8.4%

10Y implied EPS CAGR

31.4%

muy exigente

EPS terminal req.

$6.61

Spread vs growth

34.0%

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 +56.4%

Total return

+56.4%

Start / end P/E

94.2x → 88.8x

EPS bridge

0.26 → 0.43

Residual

-3.7%

EPS growth+65.4%
Multiple rerating-5.7%
Dividend+0.5%
Residual / FX / buybacks / cross-term-3.7%

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.