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603797.SS$4.50-1.53%
Fair $4.50+0.0%

603797.SS

Guangdong Liantai Environmental Protection Co.,Ltd.

Industrials / Waste ManagementShanghai

$4.50

-0.07 (-1.53%)

Fairly Valued+0.0%Fair Value $4.50Fund rank 27/100 · Data gapFallback financials|
SA 31/D
F-Score: 4/9
Declining RevenueLow 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 16%

FCF escenarios

weak_data · normalized FCF $330.9M · quality 37.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 33/100Data 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

31/100

D

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: 2unknown: 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 ROE is 3.9%, below the 5% threshold
Thesis & Journal · 603797.SSLocal privado en este navegador · Guangdong Liantai Environmental Protection 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

21.4x

↑

EV/EBITDA

13.5x

↑

ROE

3.9%

↓

Gross Margin

60.9%

↑

Debt/Equity

1.56

↑
52-Week Range$5
$4$5

TradingView lightweight chart

603797.SS price, volumen y niveles de valoración

Último $4.500Periodo +2.8%
Fair value: $4.500

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

-10.7%

FCF CAGR

—

FCF margin

39.9%

FCF / Net income

3.16x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.02B · net income $128.7M · FCF $407.3M

2022-FY → 2025-FY

Gross margin

60.9%+15.5% pts

Operating margin

55.8%+12.5% pts

Net margin

12.6%-6.7% pts

FCF margin

39.9%+68.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.02B$1.02B$1.04B$1.37B$1.43B
Net Income$128.7M$128.7M$179.5M$222.6M$276.7M
EBITDA$567.7M$567.7M$663.9M$732.0M$749.2M
EPS0.220.220.310.380.46
Gross Margin60.9%60.9%61.4%48.9%45.5%
Operating Margin55.8%55.8%56.6%46.2%43.3%
Net Margin12.6%12.6%17.3%16.2%19.3%
Balance Sheet
Debt/Equity1.561.561.721.992.16
Current Ratio1.511.51———
Cash Flow
Free Cash Flow$407.3M$407.3M$330.9M$181.3M$-413.3M
Returns
ROE3.9%3.9%5.6%7.3%9.8%
Valuation
P/E21.4321.4312.2915.0512.24
EV/EBITDA13.5413.5411.4212.3111.90
P/B0.800.800.661.101.20
Growth & Yield
Revenue Growth-1.8%-1.8%-24.3%-4.2%—
EPS Growth-29.0%-29.0%-18.4%-17.4%—
Dividend Yield2.0%2.0%———

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

22.0%

exigente

EPS terminal req.

$0.40

Spread vs growth

-51.0%

5Y implied EPS CAGR

17.0%

exigente

EPS terminal req.

$0.48

Spread vs growth

-46.1%

10Y implied EPS CAGR

13.5%

razonable

EPS terminal req.

$0.78

Spread vs growth

-42.5%

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 +7.4%

Total return

+7.4%

Start / end P/E

13.8x → 20.5x

EPS bridge

0.31 → 0.22

Residual

-14.1%

EPS growth-29.0%
Multiple rerating+48.5%
Dividend+2.0%
Residual / FX / buybacks / cross-term-14.1%

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.