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603696.SS$13.42-3.73%
Fair $13.42+0.0%

603696.SS

Anji Foodstuff Co., Ltd

Consumer Defensive / Packaged FoodsShanghai

$13.42

-0.52 (-3.73%)

Fairly Valued+0.0%Fair Value $13.42Fund rank 30/100 · Data gapFallback financials|
SA 40/C
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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $29.5M · 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 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

40/100

C

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 4.8%, below the 5% threshold
Thesis & Journal · 603696.SSLocal privado en este navegador · Anji Foodstuff 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

89.5x

↑

EV/EBITDA

64.8x

↑

ROE

4.8%

↓

Gross Margin

17.4%

↓

Debt/Equity

0.00

↓
52-Week Range$13
$11$30

TradingView lightweight chart

603696.SS price, volumen y niveles de valoración

Último $13.42Periodo +80.9%
Fair value: $13.42

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

+1.7%

FCF CAGR

+78.8%

FCF margin

10.4%

FCF / Net income

2.20x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $585.5M · net income $27.5M · FCF $60.6M

2022-FY → 2025-FY

Gross margin

17.4%+1.1% pts

Operating margin

4.4%-0.2% pts

Net margin

4.7%+2.2% pts

FCF margin

10.4%+8.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$585.5M$585.5M$538.1M$632.1M$557.2M
Net Income$27.5M$27.5M$36.0M$31.1M$13.8M
EBITDA$44.2M$44.2M$54.4M$45.3M$25.0M
EPS0.120.120.150.130.06
Gross Margin17.4%17.4%18.1%16.8%16.3%
Operating Margin4.4%4.4%6.5%6.8%4.6%
Net Margin4.7%4.7%6.7%4.9%2.5%
Balance Sheet
Debt/Equity0.000.00—0.000.00
Current Ratio8.298.29———
Cash Flow
Free Cash Flow$60.6M$60.6M$-44.2M$29.5M$10.6M
Returns
ROE4.8%4.8%6.4%5.6%2.6%
Valuation
P/E89.4789.4752.1378.77170.83
EV/EBITDA64.7864.7830.9950.3788.78
P/B5.415.413.334.394.40
Growth & Yield
Revenue Growth8.8%8.8%-14.9%13.5%—
EPS Growth-20.0%-20.0%15.4%116.7%—
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

114.9%

muy exigente

EPS terminal req.

$1.19

Spread vs growth

-134.9%

5Y implied EPS CAGR

64.4%

muy exigente

EPS terminal req.

$1.44

Spread vs growth

-84.4%

10Y implied EPS CAGR

34.5%

muy exigente

EPS terminal req.

$2.32

Spread vs growth

-54.5%

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 -1.7%

Total return

-1.7%

Start / end P/E

91.5x → 111.8x

EPS bridge

0.15 → 0.12

Residual

-4.5%

EPS growth-20.0%
Multiple rerating+22.3%
Dividend+0.5%
Residual / FX / buybacks / cross-term-4.5%

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.