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603719.SS$10.33-3.73%
Fair $10.33+0.0%

603719.SS

Bestore Co.,Ltd

Consumer Defensive / Packaged FoodsShanghai

$10.33

-0.40 (-3.73%)

Fairly Valued+0.0%Fair Value $10.33Fund rank 30/100 · Data gapFallback financials|
SA 21/D
F-Score: 3/9
Declining RevenueMargin CompressionLow 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 $359.8M · quality 55.0/100

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

21/100

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: 3unknown: 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. Revenue has declined for 3 consecutive years Operating margin has declined for 3 consecutive years ROE is -7.4%, below the 5% threshold
Thesis & Journal · 603719.SSLocal privado en este navegador · Bestore 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

$4.1B

P/E

N/A

•

EV/EBITDA

27.5x

↑

ROE

-7.4%

↓

Gross Margin

24.8%

↓

Debt/Equity

0.17

↓
52-Week Range$10
$10$15

TradingView lightweight chart

603719.SS price, volumen y niveles de valoración

Último $10.33Periodo -39.7%
Fair value: $10.33

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

-16.6%

FCF CAGR

—

FCF margin

6.6%

FCF / Net income

-2.44x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.49B · net income $-147.7M · FCF $359.8M

2022-FY → 2025-FY

Gross margin

24.8%-2.7% pts

Operating margin

-2.7%-7.3% pts

Net margin

-2.7%-6.2% pts

FCF margin

6.6%+7.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.49B$5.49B$7.16B$8.05B$9.44B
Net Income$-147.7M$-147.7M$-46.1M$180.3M$335.5M
EBITDA$150.9M$150.9M$390.2M$801.8M$840.7M
EPS-0.37-0.37-0.120.450.84
Gross Margin24.8%24.8%26.1%27.7%27.6%
Operating Margin-2.7%-2.7%0.2%2.7%4.5%
Net Margin-2.7%-2.7%-0.6%2.2%3.6%
Balance Sheet
Debt/Equity0.170.170.310.350.19
Current Ratio1.691.69———
Cash Flow
Free Cash Flow$359.8M$359.8M$-118.1M$941.2M$-58.6M
Returns
ROE-7.4%-7.4%-2.1%7.2%14.0%
Valuation
P/E———43.8742.02
EV/EBITDA27.5327.5314.208.4815.71
P/B2.072.072.623.185.88
Growth & Yield
Revenue Growth-23.4%-23.4%-11.0%-14.8%—
EPS Growth-208.3%-208.3%-126.7%-46.4%—
Dividend Yield2.3%2.3%———

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 -14.7%

Total return

-14.7%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.12 → -0.37

Residual

-17.0%

EPS growthn/d
Multiple reratingn/d
Dividend+2.3%
Residual / FX / buybacks / cross-term-17.0%

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.