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603855.SS$18.05+3.14%
Fair $18.05+0.0%

603855.SS

Warom Technology Incorporated Company

Industrials / Electrical Equipment & PartsShanghai

$18.05

+0.55 (+3.14%)

Fairly Valued+0.0%Fair Value $18.05Fund rank 32/100 · Data gapFallback financials|
SA 34/D
F-Score: 3/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $390.4M · quality 59.7/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 47/100Data 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

34/100

D

Piotroski

3/9

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 · 603855.SSLocal privado en este navegador · Warom Technology Incorporated Company
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

$6.1B

P/E

17.5x

↑

EV/EBITDA

10.7x

↑

ROE

17.2%

↑

Gross Margin

51.2%

↑

Debt/Equity

0.12

↓
52-Week Range$18
$17$24

TradingView lightweight chart

603855.SS price, volumen y niveles de valoración

Último $18.05Periodo +65.1%
Fair value: $18.05

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

+1.9%

FCF CAGR

-42.8%

FCF margin

0.7%

FCF / Net income

0.06x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.22B · net income $369.9M · FCF $23.2M

2022-FY → 2025-FY

Gross margin

51.2%+0.8% pts

Operating margin

16.7%+1.7% pts

Net margin

11.5%-0.3% pts

FCF margin

0.7%-3.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.22B$3.22B$3.96B$3.20B$3.04B
Net Income$369.9M$369.9M$462.3M$461.1M$358.2M
EBITDA$516.2M$516.2M$596.3M$583.1M$461.0M
EPS1.091.091.361.361.05
Gross Margin51.2%51.2%46.7%54.2%50.4%
Operating Margin16.7%16.7%17.6%17.6%15.0%
Net Margin11.5%11.5%11.7%14.4%11.8%
Balance Sheet
Debt/Equity0.120.120.010.040.05
Current Ratio1.541.54———
Cash Flow
Free Cash Flow$23.2M$23.2M$390.4M$549.5M$124.2M
Returns
ROE17.2%17.2%21.8%23.8%19.9%
Valuation
P/E17.5217.5214.4113.8622.63
EV/EBITDA10.7410.749.739.5116.40
P/B2.842.843.143.294.51
Growth & Yield
Revenue Growth-18.8%-18.8%24.0%5.1%—
EPS Growth-19.9%-19.9%0.0%29.5%—
Dividend Yield5.2%5.2%———

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

13.7%

razonable

EPS terminal req.

$1.60

Spread vs growth

-33.5%

5Y implied EPS CAGR

12.2%

razonable

EPS terminal req.

$1.94

Spread vs growth

-32.1%

10Y implied EPS CAGR

11.1%

razonable

EPS terminal req.

$3.12

Spread vs growth

-30.9%

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 -5.5%

Total return

-5.5%

Start / end P/E

14.9x → 16.6x

EPS bridge

1.36 → 1.09

Residual

-2.3%

EPS growth-19.9%
Multiple rerating+11.4%
Dividend+5.2%
Residual / FX / buybacks / cross-term-2.3%

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.