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605058.SS$39.66-1.54%
Fair $39.66+0.0%

605058.SS

Changzhou Aohong Electronics Co., Ltd.

Technology / Electronic ComponentsShanghai

$39.66

-0.62 (-1.54%)

Fairly Valued+0.0%Fair Value $39.66Fund rank 28/100 · Data gapFallback financials|
SA 55/C
F-Score: 4/9

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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $142.5M · quality 46.0/100

Data gap 28/100
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

55/100

C

Piotroski

4/9

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 · 605058.SSLocal privado en este navegador · Changzhou Aohong Electronics 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

$5.7B

P/E

42.6x

↑

EV/EBITDA

25.5x

↑

ROE

8.4%

↑

Gross Margin

23.2%

↓

Debt/Equity

0.46

↑
52-Week Range$40
$22$42

TradingView lightweight chart

605058.SS price, volumen y niveles de valoración

Último $39.66Periodo +51.1%
Fair value: $39.66

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

+6.2%

FCF CAGR

—

FCF margin

10.6%

FCF / Net income

0.93x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.35B · net income $152.4M · FCF $142.5M

2022-FY → 2025-FY

Gross margin

23.2%+0.6% pts

Operating margin

12.1%+1.8% pts

Net margin

11.3%-0.5% pts

FCF margin

10.6%+22.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.35B$1.35B$1.29B$1.08B$1.13B
Net Income$152.4M$152.4M$141.5M$132.9M$133.1M
EBITDA$242.1M$242.1M$224.8M$213.7M$191.4M
EPS0.960.960.990.930.93
Gross Margin23.2%23.2%22.0%24.6%22.6%
Operating Margin12.1%12.1%10.4%11.6%10.4%
Net Margin11.3%11.3%10.9%12.3%11.8%
Balance Sheet
Debt/Equity0.460.460.100.060.11
Current Ratio2.712.71———
Cash Flow
Free Cash Flow$142.5M$142.5M$215.8M$31.8M$-137.7M
Returns
ROE8.4%8.4%8.2%8.2%8.7%
Valuation
P/E42.6542.6518.4823.9821.04
EV/EBITDA25.4825.488.6912.6512.32
P/B3.473.471.521.971.83
Growth & Yield
Revenue Growth4.3%4.3%19.5%-3.9%—
EPS Growth-3.0%-3.0%6.5%0.0%—
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%

3Y implied EPS CAGR

54.2%

muy exigente

EPS terminal req.

$3.52

Spread vs growth

-57.2%

5Y implied EPS CAGR

34.7%

muy exigente

EPS terminal req.

$4.26

Spread vs growth

-37.7%

10Y implied EPS CAGR

21.7%

exigente

EPS terminal req.

$6.86

Spread vs growth

-24.8%

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 +73.2%

Total return

+73.2%

Start / end P/E

23.3x → 41.3x

EPS bridge

0.99 → 0.96

Residual

-2.3%

EPS growth-3.0%
Multiple rerating+77.1%
Dividend+1.5%
Residual / FX / buybacks / cross-term-2.3%

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.