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603900.SS$6.89+2.68%
Fair $6.89+0.0%

603900.SS

Leysen Jewellery Inc.

Consumer Cyclical / Luxury GoodsShanghai

$6.89

+0.18 (+2.68%)

Fairly Valued+0.0%Fair Value $6.89Fund rank 30/100 · Data gapFallback financials|
SA 38/D
F-Score: 7/9
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 20%

FCF escenarios

weak_data · normalized FCF $-102.6M · quality 55.3/100

Data gap 30/100
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

38/100

D

Piotroski

7/9

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 3.1%, below the 5% threshold
Thesis & Journal · 603900.SSLocal privado en este navegador · Leysen Jewellery Inc.
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

$2.4B

P/E

27.6x

↑

EV/EBITDA

18.8x

↑

ROE

3.1%

↓

Gross Margin

38.2%

↑

Debt/Equity

0.02

↓
52-Week Range$7
$7$15

TradingView lightweight chart

603900.SS price, volumen y niveles de valoración

Último $6.890Periodo -53.0%
Fair value: $6.890

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

+18.8%

FCF CAGR

-25.7%

FCF margin

5.2%

FCF / Net income

1.33x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.53B · net income $59.7M · FCF $79.2M

2022-FY → 2025-FY

Gross margin

38.2%-17.3% pts

Operating margin

6.4%+12.9% pts

Net margin

3.9%+8.1% pts

FCF margin

5.2%-16.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.53B$1.53B$1.22B$732.8M$912.5M
Net Income$59.7M$59.7M$-184.3M$-76.2M$-38.3M
EBITDA$117.7M$117.7M$-120.6M$-23.2M$40.9M
EPS——-0.53-0.22-0.11
Gross Margin38.2%38.2%33.2%54.2%55.4%
Operating Margin6.4%6.4%-10.9%-11.5%-6.6%
Net Margin3.9%3.9%-15.1%-10.4%-4.2%
Balance Sheet
Debt/Equity0.020.020.030.020.04
Current Ratio5.915.91———
Cash Flow
Free Cash Flow$79.2M$79.2M$-224.8M$-102.6M$193.3M
Returns
ROE3.1%3.1%-9.7%-3.6%-1.7%
Valuation
P/E27.5627.56———
EV/EBITDA18.8318.83——48.47
P/B1.221.220.961.111.03
Growth & Yield
Revenue Growth25.1%25.1%66.8%-19.7%—
EPS Growth——-140.9%-100.0%—
Dividend Yield1.5%1.5%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 -13.3%

Total return

-13.3%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.53 → n/d

Residual

-14.7%

EPS growthn/d
Multiple reratingn/d
Dividend+1.5%
Residual / FX / buybacks / cross-term-14.7%

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.