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603829.SS$22.88-4.11%
Fair $22.88+0.0%

603829.SS

Jiangsu Luokai Mechanical &Electrical Co., Ltd.

Industrials / Electrical Equipment & PartsShanghai

$22.88

-0.98 (-4.11%)

Fairly Valued+0.0%Fair Value $22.88Fund rank 29/100 · Data gapFallback financials|
SA 45/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 32% · confianza 22%

FCF escenarios

weak_data · normalized FCF $52.7M · quality 49.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

45/100

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 · 603829.SSLocal privado en este navegador · Jiangsu Luokai Mechanical &Electrical 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

$4.3B

P/E

78.9x

↑

EV/EBITDA

27.5x

↑

ROE

5.3%

↓

Gross Margin

16.3%

↓

Debt/Equity

0.19

↓
52-Week Range$23
$15$34

TradingView lightweight chart

603829.SS price, volumen y niveles de valoración

Último $22.88Periodo +119.8%
Fair value: $22.88

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

+11.2%

FCF CAGR

+23.0%

FCF margin

2.4%

FCF / Net income

0.66x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.21B · net income $79.7M · FCF $52.7M

2022-FY → 2025-FY

Gross margin

16.3%-5.0% pts

Operating margin

4.9%-4.5% pts

Net margin

3.6%-1.1% pts

FCF margin

2.4%+0.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.21B$2.21B$2.13B$1.96B$1.61B
Net Income$79.7M$79.7M$126.2M$108.9M$75.4M
EBITDA$148.8M$148.8M$270.2M$248.6M$182.1M
EPS0.440.440.690.680.47
Gross Margin16.3%16.3%22.9%24.3%21.3%
Operating Margin4.9%4.9%10.2%10.6%9.4%
Net Margin3.6%3.6%5.9%5.5%4.7%
Balance Sheet
Debt/Equity0.190.190.680.350.40
Current Ratio1.721.72———
Cash Flow
Free Cash Flow$52.7M$52.7M$-26.8M$151.0M$28.3M
Returns
ROE5.3%5.3%11.7%11.6%8.9%
Valuation
P/E78.9078.9018.8723.3823.34
EV/EBITDA27.4927.499.5410.7510.76
P/B2.782.782.212.702.07
Growth & Yield
Revenue Growth3.8%3.8%8.5%22.1%—
EPS Growth-36.2%-36.2%1.5%44.7%—
Dividend Yield0.4%0.4%———

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

66.5%

muy exigente

EPS terminal req.

$2.03

Spread vs growth

-102.7%

5Y implied EPS CAGR

41.1%

muy exigente

EPS terminal req.

$2.46

Spread vs growth

-77.3%

10Y implied EPS CAGR

24.6%

exigente

EPS terminal req.

$3.96

Spread vs growth

-60.8%

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 +45.9%

Total return

+45.9%

Start / end P/E

22.8x → 52.0x

EPS bridge

0.69 → 0.44

Residual

-46.4%

EPS growth-36.2%
Multiple rerating+128.1%
Dividend+0.4%
Residual / FX / buybacks / cross-term-46.4%

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.