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605339.SS$14.07-3.23%
Fair $14.07+0.0%

605339.SS

Namchow Food Group (Shanghai) Co., Ltd.

Consumer Defensive / Packaged FoodsShanghai

$14.07

-0.47 (-3.23%)

Fairly Valued+0.0%Fair Value $14.07Fund rank 27/100 · Data gapFallback financials|
SA 34/D
F-Score: 3/9
Low Profitability

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 $23.1M · quality 48.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

34/100

D

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: 1unknown: 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. ROE is 1.2%, below the 5% threshold
Thesis & Journal · 605339.SSLocal privado en este navegador · Namchow Food Group (Shanghai) 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

$6.0B

P/E

351.8x

↑

EV/EBITDA

29.2x

↑

ROE

1.2%

↓

Gross Margin

19.2%

↓

Debt/Equity

0.11

↓
52-Week Range$14
$14$23

TradingView lightweight chart

605339.SS price, volumen y niveles de valoración

Último $14.07Periodo -42.5%
Fair value: $14.07

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

+2.3%

FCF CAGR

—

FCF margin

-10.4%

FCF / Net income

-7.81x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.06B · net income $40.7M · FCF $-317.8M

2022-FY → 2025-FY

Gross margin

19.2%-2.5% pts

Operating margin

0.8%-5.0% pts

Net margin

1.3%-4.3% pts

FCF margin

-10.4%-13.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.06B$3.06B$3.16B$3.08B$2.86B
Net Income$40.7M$40.7M$201.4M$232.4M$160.6M
EBITDA$179.2M$179.2M$369.3M$396.8M$318.3M
EPS0.100.100.480.550.38
Gross Margin19.2%19.2%24.2%23.8%21.7%
Operating Margin0.8%0.8%6.3%7.5%5.8%
Net Margin1.3%1.3%6.4%7.5%5.6%
Balance Sheet
Debt/Equity0.110.110.090.090.13
Current Ratio3.213.21———
Cash Flow
Free Cash Flow$-317.8M$-317.8M$23.1M$240.4M$88.5M
Returns
ROE1.2%1.2%5.8%6.9%4.9%
Valuation
P/E351.75351.7533.8333.4956.71
EV/EBITDA29.1829.1815.6916.0823.40
P/B1.671.671.972.332.80
Growth & Yield
Revenue Growth-3.0%-3.0%2.5%7.7%—
EPS Growth-79.2%-79.2%-12.7%44.7%—
Dividend Yield1.2%1.2%———

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

132.0%

muy exigente

EPS terminal req.

$1.25

Spread vs growth

-211.2%

5Y implied EPS CAGR

72.1%

muy exigente

EPS terminal req.

$1.51

Spread vs growth

-151.3%

10Y implied EPS CAGR

37.6%

muy exigente

EPS terminal req.

$2.43

Spread vs growth

-116.8%

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 -18.2%

Total return

-18.2%

Start / end P/E

36.4x → 140.7x

EPS bridge

0.48 → 0.10

Residual

-227.2%

EPS growth-79.2%
Multiple rerating+287.0%
Dividend+1.2%
Residual / FX / buybacks / cross-term-227.2%

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.