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603839.SS$7.21+5.72%
Fair $7.21+0.0%

603839.SS

Anzheng Fashion Group Co., Ltd.

Consumer Cyclical / Apparel ManufacturingShanghai

$7.21

+0.39 (+5.72%)

Fairly Valued+0.0%Fair Value $7.21Fund rank 29/100 · Data gapFallback financials|
SA 19/F
F-Score: 2/9
Low 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 19%

FCF escenarios

weak_data · normalized FCF $-77.4M · quality 51.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

19/100

F

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. ROE is -11.4%, below the 5% threshold
Thesis & Journal · 603839.SSLocal privado en este navegador · Anzheng Fashion 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

$2.8B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-11.4%

↓

Gross Margin

46.0%

↑

Debt/Equity

0.17

↓
52-Week Range$7
$7$12

TradingView lightweight chart

603839.SS price, volumen y niveles de valoración

Último $7.210Periodo -58.2%
Fair value: $7.210

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

+1.2%

FCF CAGR

—

FCF margin

-6.5%

FCF / Net income

0.81x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.35B · net income $-188.6M · FCF $-152.2M

2022-FY → 2025-FY

Gross margin

46.0%-1.1% pts

Operating margin

3.2%+1.0% pts

Net margin

-8.0%+7.6% pts

FCF margin

-6.5%-16.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.35B$2.35B$2.03B$2.17B$2.26B
Net Income$-188.6M$-188.6M$-124.0M$46.8M$-354.9M
EBITDA$-103.1M$-103.1M$279166.62$142.5M$-280.8M
EPS-0.49-0.49-0.320.12-0.92
Gross Margin46.0%46.0%46.9%50.4%47.1%
Operating Margin3.2%3.2%0.0%3.6%2.3%
Net Margin-8.0%-8.0%-6.1%2.2%-15.7%
Balance Sheet
Debt/Equity0.170.170.120.050.03
Current Ratio2.042.04———
Cash Flow
Free Cash Flow$-152.2M$-152.2M$-77.4M$123.8M$216.6M
Returns
ROE-11.4%-11.4%-6.7%2.3%-17.1%
Valuation
P/E———66.25—
EV/EBITDA——7044.2619.76—
P/B1.681.681.081.521.27
Growth & Yield
Revenue Growth15.3%15.3%-6.2%-4.1%—
EPS Growth-53.1%-53.1%-366.7%113.0%—
Dividend Yield1.3%1.3%———

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 +3.6%

Total return

+3.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.32 → -0.49

Residual

+2.3%

EPS growthn/d
Multiple reratingn/d
Dividend+1.3%
Residual / FX / buybacks / cross-term+2.3%

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.