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603987.SS$7.68-0.26%
Fair $7.68+0.0%

603987.SS

Shanghai Kindly Enterprise Development Group Co.,LTD.

Healthcare / Medical Instruments & SuppliesShanghai

$7.68

-0.02 (-0.26%)

Fairly Valued+0.0%Fair Value $7.68Fund rank 36/100 · Data gapFallback financials|
SA 54/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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $211.6M · quality 76.3/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 70/100Data 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

54/100

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 · 603987.SSLocal privado en este navegador · Shanghai Kindly Enterprise Development Group 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

$3.4B

P/E

14.5x

↓

EV/EBITDA

7.1x

↓

ROE

8.9%

↑

Gross Margin

33.1%

↓

Debt/Equity

0.21

↓
52-Week Range$8
$7$10

TradingView lightweight chart

603987.SS price, volumen y niveles de valoración

Último $7.680Periodo -2.6%
Fair value: $7.680

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

-9.7%

FCF CAGR

+16.5%

FCF margin

11.4%

FCF / Net income

1.09x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.30B · net income $240.3M · FCF $261.1M

2022-FY → 2025-FY

Gross margin

33.1%-0.6% pts

Operating margin

12.7%-0.0% pts

Net margin

10.5%+0.5% pts

FCF margin

11.4%+6.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.30B$2.30B$2.26B$2.45B$3.12B
Net Income$240.3M$240.3M$215.3M$230.9M$311.7M
EBITDA$481.6M$481.6M$440.1M$488.4M$585.1M
EPS0.550.550.490.530.71
Gross Margin33.1%33.1%32.5%32.5%33.7%
Operating Margin12.7%12.7%11.1%12.1%12.7%
Net Margin10.5%10.5%9.5%9.4%10.0%
Balance Sheet
Debt/Equity0.210.210.250.330.35
Current Ratio1.881.88———
Cash Flow
Free Cash Flow$261.1M$261.1M$148.9M$211.6M$165.3M
Returns
ROE8.9%8.9%8.5%9.6%14.0%
Valuation
P/E14.4914.4914.1617.5120.70
EV/EBITDA7.107.107.548.8811.64
P/B1.241.241.201.682.89
Growth & Yield
Revenue Growth1.6%1.6%-7.8%-21.4%—
EPS Growth12.2%12.2%-7.5%-25.4%—
Dividend Yield2.2%2.2%———

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

7.4%

razonable

EPS terminal req.

$0.68

Spread vs growth

4.8%

5Y implied EPS CAGR

8.4%

razonable

EPS terminal req.

$0.82

Spread vs growth

3.8%

10Y implied EPS CAGR

9.2%

razonable

EPS terminal req.

$1.33

Spread vs growth

3.0%

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 +5.2%

Total return

+5.2%

Start / end P/E

15.2x → 14.0x

EPS bridge

0.49 → 0.55

Residual

-1.0%

EPS growth+12.2%
Multiple rerating-8.3%
Dividend+2.2%
Residual / FX / buybacks / cross-term-1.0%

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.