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605305.SS$40.30-1.52%
Fair $40.30+0.0%

605305.SS

3S Industry Group Inc.

Industrials / Specialty Industrial MachineryShanghai

$40.30

-0.62 (-1.52%)

Fairly Valued+0.0%Fair Value $40.30Fund rank 34/100 · Data gapFallback financials|
SA 63/B
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $241.8M · quality 68.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 62/100Data 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

63/100

B

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 · 605305.SSLocal privado en este navegador · 3S Industry Group 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

$8.6B

P/E

15.2x

↓

EV/EBITDA

12.0x

↑

ROE

18.0%

↑

Gross Margin

47.3%

↑

Debt/Equity

0.03

↓
52-Week Range$40
$25$50

TradingView lightweight chart

605305.SS price, volumen y niveles de valoración

Último $40.30Periodo +42.5%
Fair value: $40.30

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

+32.9%

FCF CAGR

+74.2%

FCF margin

13.5%

FCF / Net income

0.48x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.88B · net income $530.3M · FCF $254.2M

2022-FY → 2025-FY

Gross margin

47.3%+3.6% pts

Operating margin

30.9%+16.1% pts

Net margin

28.2%+8.8% pts

FCF margin

13.5%+7.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.88B$1.88B$1.30B$1.10B$799.4M
Net Income$530.3M$530.3M$314.8M$206.8M$155.1M
EBITDA$631.0M$631.0M$371.3M$253.5M$185.1M
EPS2.502.501.480.970.73
Gross Margin47.3%47.3%45.5%44.9%43.7%
Operating Margin30.9%30.9%20.8%16.2%14.8%
Net Margin28.2%28.2%24.2%18.7%19.4%
Balance Sheet
Debt/Equity0.030.030.020.010.00
Current Ratio5.245.24———
Cash Flow
Free Cash Flow$254.2M$254.2M$241.8M$74.5M$48.1M
Returns
ROE18.0%18.0%12.2%9.0%7.2%
Valuation
P/E15.2115.2118.6123.8937.41
EV/EBITDA12.0412.0413.3716.0523.34
P/B2.912.912.262.142.68
Growth & Yield
Revenue Growth44.6%44.6%17.6%38.2%—
EPS Growth68.9%68.9%52.6%33.1%—
Dividend Yield1.8%1.8%———

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

12.7%

razonable

EPS terminal req.

$3.58

Spread vs growth

56.2%

5Y implied EPS CAGR

11.6%

razonable

EPS terminal req.

$4.33

Spread vs growth

57.3%

10Y implied EPS CAGR

10.8%

razonable

EPS terminal req.

$6.97

Spread vs growth

58.1%

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 +54.3%

Total return

+54.3%

Start / end P/E

17.9x → 16.1x

EPS bridge

1.48 → 2.50

Residual

-6.7%

EPS growth+68.9%
Multiple rerating-9.7%
Dividend+1.8%
Residual / FX / buybacks / cross-term-6.7%

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.