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Financial Analysis

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v0.1
605050.SS$11.02+1.85%
Fair $11.02+0.0%

605050.SS

Friend Co.,Ltd.

Basic Materials / SteelShanghai

$11.02

+0.20 (+1.85%)

Fairly Valued+0.0%Fair Value $11.02Fund rank 26/100 · Data gapFallback financials|
SA 44/C
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 20%

FCF escenarios

weak_data · normalized FCF $-385.4M · quality 54.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

44/100

C

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 605050.SSLocal privado en este navegador · Friend 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

$5.4B

P/E

14.5x

↓

EV/EBITDA

8.7x

↓

ROE

8.4%

↑

Gross Margin

5.9%

↓

Debt/Equity

0.46

↑
52-Week Range$11
$11$23

TradingView lightweight chart

605050.SS price, volumen y niveles de valoración

Último $11.02Periodo -29.8%
Fair value: $11.02

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

+4.4%

FCF CAGR

—

FCF margin

-2.7%

FCF / Net income

-0.84x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $11.76B · net income $375.5M · FCF $-313.6M

2022-FY → 2025-FY

Gross margin

5.9%+1.0% pts

Operating margin

4.8%+0.6% pts

Net margin

3.2%+0.2% pts

FCF margin

-2.7%-0.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$11.76B$11.76B$11.28B$9.76B$10.34B
Net Income$375.5M$375.5M$316.7M$417.3M$305.0M
EBITDA$645.0M$645.0M$516.0M$624.0M$464.0M
EPS0.760.760.640.850.70
Gross Margin5.9%5.9%5.1%6.9%4.9%
Operating Margin4.8%4.8%4.2%6.1%4.2%
Net Margin3.2%3.2%2.8%4.3%2.9%
Balance Sheet
Debt/Equity0.460.460.300.100.13
Current Ratio1.741.74———
Cash Flow
Free Cash Flow$-313.6M$-313.6M$-385.4M$-830.3M$-184.8M
Returns
ROE8.4%8.4%7.3%9.9%7.7%
Valuation
P/E14.5014.5015.0814.2618.70
EV/EBITDA8.718.719.248.699.31
P/B1.221.221.111.411.45
Growth & Yield
Revenue Growth4.3%4.3%15.5%-5.6%—
EPS Growth18.8%18.8%-24.7%21.4%—
Dividend Yield5.1%5.1%———

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

8.8%

razonable

EPS terminal req.

$0.98

Spread vs growth

10.0%

5Y implied EPS CAGR

9.3%

razonable

EPS terminal req.

$1.18

Spread vs growth

9.5%

10Y implied EPS CAGR

9.6%

razonable

EPS terminal req.

$1.91

Spread vs growth

9.1%

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 -9.9%

Total return

-9.9%

Start / end P/E

20.3x → 14.5x

EPS bridge

0.64 → 0.76

Residual

-5.3%

EPS growth+18.8%
Multiple rerating-28.4%
Dividend+5.1%
Residual / FX / buybacks / cross-term-5.3%

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.