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603901.SS$11.21-0.62%
Fair $11.21+0.0%

603901.SS

Hangzhou Youngsun Intelligent Equipment Co., Ltd.

Industrials / Specialty Industrial MachineryShanghai

$11.21

-0.07 (-0.62%)

Fairly Valued+0.0%Fair Value $11.21Fund rank 23/100 · Data gapFallback financials|
SA 43/C
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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-114.0M · quality 39.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 5/100Data 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

43/100

C

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 · 603901.SSLocal privado en este navegador · Hangzhou Youngsun Intelligent Equipment 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

$6.5B

P/E

33.0x

↑

EV/EBITDA

15.1x

↑

ROE

5.1%

↓

Gross Margin

27.3%

↑

Debt/Equity

0.59

↑
52-Week Range$11
$10$16

TradingView lightweight chart

603901.SS price, volumen y niveles de valoración

Último $11.21Periodo +96.9%
Fair value: $11.21

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

+13.2%

FCF CAGR

—

FCF margin

12.5%

FCF / Net income

3.63x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.99B · net income $137.2M · FCF $498.6M

2022-FY → 2025-FY

Gross margin

27.3%-2.4% pts

Operating margin

8.6%+0.4% pts

Net margin

3.4%-6.5% pts

FCF margin

12.5%+36.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.99B$3.99B$3.57B$3.15B$2.75B
Net Income$137.2M$137.2M$15.6M$71.1M$273.7M
EBITDA$397.5M$397.5M$211.8M$237.6M$458.6M
EPS0.290.290.030.150.57
Gross Margin27.3%27.3%25.3%29.5%29.7%
Operating Margin8.6%8.6%4.8%8.5%8.2%
Net Margin3.4%3.4%0.4%2.3%10.0%
Balance Sheet
Debt/Equity0.590.590.780.700.59
Current Ratio1.441.44———
Cash Flow
Free Cash Flow$498.6M$498.6M$-114.0M$-386.8M$-660.8M
Returns
ROE5.1%5.1%0.6%2.8%10.8%
Valuation
P/E32.9732.97231.6774.4028.07
EV/EBITDA15.1415.1423.0126.5917.83
P/B1.971.971.452.083.02
Growth & Yield
Revenue Growth11.8%11.8%13.4%14.4%—
EPS Growth866.7%866.7%-80.0%-73.7%—
Dividend Yield0.1%0.1%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

50.8%

muy exigente

EPS terminal req.

$0.99

Spread vs growth

815.9%

5Y implied EPS CAGR

32.9%

muy exigente

EPS terminal req.

$1.20

Spread vs growth

833.7%

10Y implied EPS CAGR

20.9%

exigente

EPS terminal req.

$1.94

Spread vs growth

845.7%

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 -2.6%

Total return

-2.6%

Start / end P/E

384.0x → 38.7x

EPS bridge

0.03 → 0.29

Residual

-779.4%

EPS growth+866.7%
Multiple rerating-89.9%
Dividend+0.1%
Residual / FX / buybacks / cross-term-779.4%

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.