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603989.SS$30.89-4.16%
Fair $30.89+0.0%

603989.SS

Hunan Aihua Group Co., Ltd

Technology / Electronic ComponentsShanghai

$30.89

-1.34 (-4.16%)

Fairly Valued+0.0%Fair Value $30.89Fund rank 25/100 · Data gapFallback financials|
SA 62/B
F-Score: 5/9

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 18%

FCF escenarios

weak_data · normalized FCF $-90.0M · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

62/100

B

Piotroski

5/9

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 · 603989.SSLocal privado en este navegador · Hunan Aihua 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

$12.3B

P/E

46.8x

↑

EV/EBITDA

24.3x

↑

ROE

6.8%

↑

Gross Margin

21.0%

↓

Debt/Equity

0.17

↓
52-Week Range$31
$14$38

TradingView lightweight chart

603989.SS price, volumen y niveles de valoración

Último $30.89Periodo +101.7%
Fair value: $30.89

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

+4.9%

FCF CAGR

—

FCF margin

-2.6%

FCF / Net income

-0.40x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.97B · net income $265.0M · FCF $-105.2M

2022-FY → 2025-FY

Gross margin

21.0%-5.5% pts

Operating margin

8.3%-5.7% pts

Net margin

6.7%-6.3% pts

FCF margin

-2.6%-2.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.97B$3.97B$3.92B$3.38B$3.44B
Net Income$265.0M$265.0M$193.6M$351.0M$445.9M
EBITDA$519.7M$519.7M$457.2M$625.3M$706.5M
EPS0.660.660.490.881.11
Gross Margin21.0%21.0%19.0%24.8%26.5%
Operating Margin8.3%8.3%6.2%12.1%14.1%
Net Margin6.7%6.7%4.9%10.4%12.9%
Balance Sheet
Debt/Equity0.170.170.160.160.18
Current Ratio2.032.03———
Cash Flow
Free Cash Flow$-105.2M$-105.2M$-90.0M$90.2M$-1.8M
Returns
ROE6.8%6.8%5.2%9.8%13.3%
Valuation
P/E46.7946.7928.9023.3223.49
EV/EBITDA24.2924.2912.7513.6115.40
P/B3.173.171.512.283.12
Growth & Yield
Revenue Growth1.3%1.3%16.1%-1.9%—
EPS Growth36.9%36.9%-44.8%-20.7%—
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

60.4%

muy exigente

EPS terminal req.

$2.74

Spread vs growth

-23.4%

5Y implied EPS CAGR

37.9%

muy exigente

EPS terminal req.

$3.32

Spread vs growth

-1.0%

10Y implied EPS CAGR

23.2%

exigente

EPS terminal req.

$5.34

Spread vs growth

13.7%

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 +103.3%

Total return

+103.3%

Start / end P/E

31.4x → 46.5x

EPS bridge

0.49 → 0.66

Residual

+17.8%

EPS growth+36.9%
Multiple rerating+48.1%
Dividend+0.5%
Residual / FX / buybacks / cross-term+17.8%

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.