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605268.SS$10.49-2.24%
Fair $10.49+0.0%

605268.SS

Wangli Security & Surveillance Product Co., Ltd

Industrials / Security & Protection ServicesShanghai

$10.49

-0.24 (-2.24%)

Fairly Valued+0.0%Fair Value $10.49Fund rank 29/100 · Data gapFallback financials|
SA 33/D
F-Score: 6/9

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 $76.2M · quality 50.0/100

Data gap 29/100
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

33/100

D

Piotroski

6/9

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 · 605268.SSLocal privado en este navegador · Wangli Security & Surveillance Product 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

$4.7B

P/E

33.8x

↑

EV/EBITDA

15.0x

↑

ROE

7.4%

↑

Gross Margin

27.2%

↑

Debt/Equity

0.41

↑
52-Week Range$10
$9$19

TradingView lightweight chart

605268.SS price, volumen y niveles de valoración

Último $10.49Periodo -29.4%
Fair value: $10.49

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

+13.6%

FCF CAGR

—

FCF margin

2.8%

FCF / Net income

0.73x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.23B · net income $125.7M · FCF $91.2M

2022-FY → 2025-FY

Gross margin

27.2%+2.7% pts

Operating margin

9.0%+3.9% pts

Net margin

3.9%+5.8% pts

FCF margin

2.8%+10.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.23B$3.23B$3.12B$3.04B$2.20B
Net Income$125.7M$125.7M$138.8M$54.6M$-42.9M
EBITDA$323.4M$323.4M$326.2M$184.1M$50.7M
EPS0.290.290.320.13-0.10
Gross Margin27.2%27.2%26.6%26.7%24.5%
Operating Margin9.0%9.0%8.2%9.3%5.1%
Net Margin3.9%3.9%4.4%1.8%-1.9%
Balance Sheet
Debt/Equity0.410.410.430.260.29
Current Ratio0.950.95———
Cash Flow
Free Cash Flow$91.2M$91.2M$-59.5M$76.2M$-165.6M
Returns
ROE7.4%7.4%8.5%3.4%-2.6%
Valuation
P/E33.8433.8426.2278.31—
EV/EBITDA15.0215.0212.3323.5593.26
P/B2.682.682.232.642.70
Growth & Yield
Revenue Growth3.5%3.5%2.6%38.2%—
EPS Growth-9.4%-9.4%146.2%230.0%—
Dividend Yield1.9%1.9%———

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

47.5%

muy exigente

EPS terminal req.

$0.93

Spread vs growth

-56.9%

5Y implied EPS CAGR

31.2%

muy exigente

EPS terminal req.

$1.13

Spread vs growth

-40.5%

10Y implied EPS CAGR

20.1%

exigente

EPS terminal req.

$1.81

Spread vs growth

-29.5%

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 +20.5%

Total return

+20.5%

Start / end P/E

27.6x → 36.2x

EPS bridge

0.32 → 0.29

Residual

-2.9%

EPS growth-9.4%
Multiple rerating+30.9%
Dividend+1.9%
Residual / FX / buybacks / cross-term-2.9%

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.