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603755.SS$26.41+4.55%
Fair $26.41+0.0%

603755.SS

Qingdao Richen Food Co.,Ltd.

Consumer Defensive / Packaged FoodsShanghai

$26.41

+1.15 (+4.55%)

Fairly Valued+0.0%Fair Value $26.41Fund rank 24/100 · Data gapFallback financials|
SA 40/C
F-Score: 5/9

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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-29.2M · quality 44.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 9/100Data 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

5/9

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 · 603755.SSLocal privado en este navegador · Qingdao Richen Food 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

$2.6B

P/E

30.4x

↑

EV/EBITDA

24.3x

↑

ROE

10.9%

↑

Gross Margin

37.7%

↑

Debt/Equity

0.39

↑
52-Week Range$26
$24$41

TradingView lightweight chart

603755.SS price, volumen y niveles de valoración

Último $26.41Periodo -68.7%
Fair value: $26.41

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

+14.9%

FCF CAGR

—

FCF margin

-6.2%

FCF / Net income

-0.35x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $468.3M · net income $84.2M · FCF $-29.2M

2022-FY → 2025-FY

Gross margin

37.7%-1.7% pts

Operating margin

21.2%+3.9% pts

Net margin

18.0%+1.4% pts

FCF margin

-6.2%+32.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$468.3M$468.3M$404.7M$359.5M$308.6M
Net Income$84.2M$84.2M$63.9M$56.4M$51.1M
EBITDA$111.0M$111.0M$88.2M$80.6M$72.2M
EPS0.870.870.650.570.52
Gross Margin37.7%37.7%38.7%38.8%39.4%
Operating Margin21.2%21.2%19.2%18.0%17.4%
Net Margin18.0%18.0%15.8%15.7%16.5%
Balance Sheet
Debt/Equity0.390.390.230.190.19
Current Ratio0.620.62———
Cash Flow
Free Cash Flow$-29.2M$-29.2M$-73.7M$3.5M$-120.4M
Returns
ROE10.9%10.9%8.8%8.0%7.4%
Valuation
P/E30.3630.3639.4945.4971.17
EV/EBITDA24.3324.3328.6632.9249.92
P/B3.343.343.463.665.29
Growth & Yield
Revenue Growth15.7%15.7%12.6%16.5%—
EPS Growth32.5%32.5%14.3%10.0%—
Dividend Yield3.0%3.0%———

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

39.3%

muy exigente

EPS terminal req.

$2.34

Spread vs growth

-6.8%

5Y implied EPS CAGR

26.8%

muy exigente

EPS terminal req.

$2.84

Spread vs growth

5.7%

10Y implied EPS CAGR

18.1%

exigente

EPS terminal req.

$4.57

Spread vs growth

14.4%

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 +2.6%

Total return

+2.6%

Start / end P/E

40.5x → 30.5x

EPS bridge

0.65 → 0.87

Residual

-8.1%

EPS growth+32.5%
Multiple rerating-24.8%
Dividend+3.0%
Residual / FX / buybacks / cross-term-8.1%

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.