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605167.SS$15.37+0.39%
Fair $15.37+0.0%

605167.SS

Jiangsu Libert INC.

Industrials / Specialty Industrial MachineryShanghai

$15.37

+0.06 (+0.39%)

Fairly Valued+0.0%Fair Value $15.37Fund rank 28/100 · Data gapFallback financials|
SA 44/C
F-Score: 3/9

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 19%

FCF escenarios

weak_data · normalized FCF $182.5M · quality 47.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

3/9

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 · 605167.SSLocal privado en este navegador · Jiangsu Libert INC.
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

$6.9B

P/E

33.4x

↑

EV/EBITDA

22.9x

↑

ROE

10.7%

↑

Gross Margin

20.1%

↓

Debt/Equity

0.59

↑
52-Week Range$15
$9$20

TradingView lightweight chart

605167.SS price, volumen y niveles de valoración

Último $15.37Periodo +120.5%
Fair value: $15.37

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

+15.1%

FCF CAGR

—

FCF margin

-26.9%

FCF / Net income

-3.23x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.62B · net income $218.5M · FCF $-705.2M

2022-FY → 2025-FY

Gross margin

20.1%+0.3% pts

Operating margin

9.9%-0.3% pts

Net margin

8.3%+0.4% pts

FCF margin

-26.9%-32.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.62B$2.62B$3.49B$3.24B$1.72B
Net Income$218.5M$218.5M$240.5M$190.2M$137.1M
EBITDA$322.3M$322.3M$367.6M$290.7M$218.2M
EPS0.470.470.550.430.31
Gross Margin20.1%20.1%16.1%14.5%19.8%
Operating Margin9.9%9.9%9.0%7.2%10.2%
Net Margin8.3%8.3%6.9%5.9%8.0%
Balance Sheet
Debt/Equity0.590.590.130.100.10
Current Ratio1.851.85———
Cash Flow
Free Cash Flow$-705.2M$-705.2M$182.5M$217.1M$97.9M
Returns
ROE10.7%10.7%13.1%11.7%9.4%
Valuation
P/E33.4133.4116.1627.7727.74
EV/EBITDA22.9422.949.0416.9815.48
P/B3.513.512.123.242.60
Growth & Yield
Revenue Growth-24.9%-24.9%7.7%88.4%—
EPS Growth-14.5%-14.5%27.9%38.7%—
Dividend Yield0.7%0.7%———

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

42.6%

muy exigente

EPS terminal req.

$1.36

Spread vs growth

-57.2%

5Y implied EPS CAGR

28.6%

muy exigente

EPS terminal req.

$1.65

Spread vs growth

-43.1%

10Y implied EPS CAGR

18.9%

exigente

EPS terminal req.

$2.66

Spread vs growth

-33.5%

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 +62.5%

Total return

+62.5%

Start / end P/E

17.3x → 32.7x

EPS bridge

0.55 → 0.47

Residual

-13.0%

EPS growth-14.5%
Multiple rerating+89.3%
Dividend+0.7%
Residual / FX / buybacks / cross-term-13.0%

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.