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603863.SS$15.98-0.19%
Fair $15.98+0.0%

603863.SS

GuangDong SongYang Recycle Resources CO.,LTD

Basic Materials / Paper & Paper ProductsShanghai

$15.98

-0.03 (-0.19%)

Fairly Valued+0.0%Fair Value $15.98Fund rank 24/100 · Data gapFallback financials|
SA 7/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 18%

FCF escenarios

weak_data · normalized FCF $-31.9M · quality 43.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data 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

7/100

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is -82.4%, below the 5% threshold
Thesis & Journal · 603863.SSLocal privado en este navegador · GuangDong SongYang Recycle Resources 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

$3.3B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-82.4%

↓

Gross Margin

-9.9%

↓

Debt/Equity

1.42

↑
52-Week Range$16
$13$25

TradingView lightweight chart

603863.SS price, volumen y niveles de valoración

Último $15.98Periodo -37.1%
Fair value: $15.98

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

-21.8%

FCF CAGR

—

FCF margin

-7.2%

FCF / Net income

0.16x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $443.2M · net income $-203.7M · FCF $-31.9M

2022-FY → 2025-FY

Gross margin

-9.9%+10.3% pts

Operating margin

-19.4%+7.2% pts

Net margin

-46.0%-16.1% pts

FCF margin

-7.2%+13.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$443.2M$443.2M$708.9M$619.9M$928.1M
Net Income$-203.7M$-203.7M$-235.6M$-236.9M$-277.2M
EBITDA$-114.4M$-114.4M$-135.8M$-138.5M$-188.3M
EPS-1.00-1.00-1.15-1.16-1.35
Gross Margin-9.9%-9.9%-6.8%-13.5%-20.2%
Operating Margin-19.4%-19.4%-14.6%-23.8%-26.6%
Net Margin-46.0%-46.0%-33.2%-38.2%-29.9%
Balance Sheet
Debt/Equity1.421.420.950.810.54
Current Ratio0.130.13———
Cash Flow
Free Cash Flow$-31.9M$-31.9M$-17.3M$-65.2M$-188.8M
Returns
ROE-82.4%-82.4%-50.6%-35.9%-30.9%
Valuation
P/B13.1613.168.1011.022.86
Growth & Yield
Revenue Growth-37.5%-37.5%14.4%-33.2%—
EPS Growth13.0%13.0%0.9%14.1%—

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 +12.9%

Total return

+12.9%

Start / end P/E

n/dx → n/dx

EPS bridge

-1.15 → -1.00

Residual

+12.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+12.9%

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.