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603890.SS$30.02+10.00%
Fair $30.02+0.0%

603890.SS

Suzhou Chunqiu Electronic Technology Co., Ltd.

Industrials / Metal FabricationShanghai

$30.02

+2.73 (+10.00%)

Fairly Valued+0.0%Fair Value $30.02Fund rank 28/100 · Data gapFallback financials|
SA 66/B
F-Score: 8/9

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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $176.6M · quality 45.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

66/100

B

Piotroski

8/9

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 · 603890.SSLocal privado en este navegador · Suzhou Chunqiu Electronic Technology 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

$13.4B

P/E

44.8x

↑

EV/EBITDA

20.9x

↑

ROE

8.6%

↑

Gross Margin

19.5%

↓

Debt/Equity

0.34

↑
52-Week Range$30
$11$30

TradingView lightweight chart

603890.SS price, volumen y niveles de valoración

Último $30.02Periodo +95.2%
Fair value: $30.02

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

+4.5%

FCF CAGR

—

FCF margin

4.0%

FCF / Net income

0.62x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.39B · net income $284.9M · FCF $176.6M

2022-FY → 2025-FY

Gross margin

19.5%+2.6% pts

Operating margin

10.7%+2.9% pts

Net margin

6.5%+2.4% pts

FCF margin

4.0%+8.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.39B$4.39B$3.95B$3.26B$3.84B
Net Income$284.9M$284.9M$211.3M$26.7M$157.3M
EBITDA$649.6M$649.6M$546.4M$352.8M$414.0M
EPS0.630.630.480.060.36
Gross Margin19.5%19.5%14.7%15.3%16.9%
Operating Margin10.7%10.7%5.8%3.8%7.8%
Net Margin6.5%6.5%5.4%0.8%4.1%
Balance Sheet
Debt/Equity0.340.340.480.530.42
Current Ratio2.132.13———
Cash Flow
Free Cash Flow$176.6M$176.6M$64.8M$231.2M$-158.9M
Returns
ROE8.6%8.6%7.3%1.0%5.9%
Valuation
P/E44.8144.8125.98195.5026.47
EV/EBITDA20.8520.8510.9816.7711.61
P/B4.104.101.891.941.57
Growth & Yield
Revenue Growth11.3%11.3%21.1%-15.3%—
EPS Growth31.3%31.3%700.0%-83.3%—
Dividend Yield0.5%0.5%———

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

61.7%

muy exigente

EPS terminal req.

$2.66

Spread vs growth

-30.5%

5Y implied EPS CAGR

38.6%

muy exigente

EPS terminal req.

$3.22

Spread vs growth

-7.4%

10Y implied EPS CAGR

23.5%

exigente

EPS terminal req.

$5.19

Spread vs growth

7.8%

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 +136.7%

Total return

+136.7%

Start / end P/E

26.5x → 47.7x

EPS bridge

0.48 → 0.63

Residual

+25.0%

EPS growth+31.3%
Multiple rerating+80.0%
Dividend+0.5%
Residual / FX / buybacks / cross-term+25.0%

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.