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603726.SS$26.19-1.40%
Fair $26.19+0.0%

603726.SS

Zhejiang Langdi Group Co., Ltd.

Industrials / Building Products & EquipmentShanghai

$26.19

-0.38 (-1.40%)

Fairly Valued+0.0%Fair Value $26.19Fund rank 36/100 · Data gapFallback financials|
SA 54/C
F-Score: 4/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $139.2M · quality 75.7/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 74/100Data 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

54/100

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: 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 · 603726.SSLocal privado en este navegador · Zhejiang Langdi Group 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

$4.9B

P/E

21.3x

↑

EV/EBITDA

17.4x

↑

ROE

12.6%

↑

Gross Margin

21.7%

↓

Debt/Equity

0.34

↑
52-Week Range$26
$15$31

TradingView lightweight chart

603726.SS price, volumen y niveles de valoración

Último $26.82Periodo +211.2%
Fair value: $26.19

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

+13.1%

FCF margin

8.6%

FCF / Net income

0.88x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.82B · net income $177.3M · FCF $155.9M

2022-FY → 2025-FY

Gross margin

21.7%+3.3% pts

Operating margin

9.4%+3.2% pts

Net margin

9.7%+4.3% pts

FCF margin

8.6%+2.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.82B$1.82B$1.89B$1.63B$1.69B
Net Income$177.3M$177.3M$172.2M$109.6M$91.4M
EBITDA$290.8M$290.8M$278.6M$201.4M$179.6M
EPS0.960.960.930.590.49
Gross Margin21.7%21.7%22.1%21.4%18.4%
Operating Margin9.4%9.4%10.8%9.4%6.2%
Net Margin9.7%9.7%9.1%6.7%5.4%
Balance Sheet
Debt/Equity0.340.340.310.290.34
Current Ratio1.831.83———
Cash Flow
Free Cash Flow$155.9M$155.9M$85.0M$139.2M$107.9M
Returns
ROE12.6%12.6%13.3%9.0%7.9%
Valuation
P/E21.2921.2915.6525.2925.12
EV/EBITDA17.4117.4110.1914.2913.86
P/B3.443.442.092.291.97
Growth & Yield
Revenue Growth-3.7%-3.7%16.2%-3.2%—
EPS Growth3.2%3.2%57.6%20.4%—
Dividend Yield1.5%1.5%———

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

34.3%

muy exigente

EPS terminal req.

$2.32

Spread vs growth

-31.0%

5Y implied EPS CAGR

24.0%

exigente

EPS terminal req.

$2.81

Spread vs growth

-20.8%

10Y implied EPS CAGR

16.8%

exigente

EPS terminal req.

$4.53

Spread vs growth

-13.6%

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 +71.6%

Total return

+71.6%

Start / end P/E

17.0x → 27.9x

EPS bridge

0.93 → 0.96

Residual

+2.1%

EPS growth+3.2%
Multiple rerating+64.8%
Dividend+1.5%
Residual / FX / buybacks / cross-term+2.1%

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.