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688087.SS$37.79+3.14%
Fair $37.79+0.0%

688087.SS

Intco Recycling Resources Co., Ltd.

Industrials / Waste ManagementShanghai

$37.79

+1.15 (+3.14%)

Fairly Valued+0.0%Fair Value $37.79Fund rank 22/100 · Data gapFallback financials|
SA 46/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 15%

FCF escenarios

weak_data · normalized FCF $30.8M · quality 28.0/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

46/100

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 · 688087.SSLocal privado en este navegador · Intco Recycling Resources 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

$7.3B

P/E

25.7x

↑

EV/EBITDA

18.4x

↑

ROE

10.1%

↑

Gross Margin

24.6%

↓

Debt/Equity

1.35

↑
52-Week Range$38
$23$47

TradingView lightweight chart

688087.SS price, volumen y niveles de valoración

Último $37.79Periodo -32.2%
Fair value: $37.79

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

+19.9%

FCF CAGR

—

FCF margin

5.7%

FCF / Net income

0.70x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.55B · net income $285.7M · FCF $200.6M

2022-FY → 2025-FY

Gross margin

24.6%-2.1% pts

Operating margin

10.2%+0.6% pts

Net margin

8.1%-3.2% pts

FCF margin

5.7%+23.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.55B$3.55B$2.92B$2.46B$2.06B
Net Income$285.7M$285.7M$307.3M$195.7M$230.8M
EBITDA$522.3M$522.3M$499.7M$347.2M$345.5M
EPS1.531.531.651.051.24
Gross Margin24.6%24.6%24.8%25.7%26.7%
Operating Margin10.2%10.2%8.6%8.4%9.6%
Net Margin8.1%8.1%10.5%8.0%11.2%
Balance Sheet
Debt/Equity1.351.350.950.600.22
Current Ratio0.930.93———
Cash Flow
Free Cash Flow$200.6M$200.6M$15.9M$30.8M$-359.9M
Returns
ROE10.1%10.1%12.1%8.7%11.1%
Valuation
P/E25.7125.7117.0922.5022.27
EV/EBITDA18.3718.3713.0012.7513.99
P/B2.502.502.071.972.47
Growth & Yield
Revenue Growth21.3%21.3%19.1%19.4%—
EPS Growth-7.3%-7.3%57.1%-15.3%—
Dividend Yield0.4%0.4%———

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

29.9%

muy exigente

EPS terminal req.

$3.35

Spread vs growth

-37.2%

5Y implied EPS CAGR

21.5%

exigente

EPS terminal req.

$4.06

Spread vs growth

-28.8%

10Y implied EPS CAGR

15.6%

exigente

EPS terminal req.

$6.53

Spread vs growth

-22.9%

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 +59.4%

Total return

+59.4%

Start / end P/E

14.4x → 24.7x

EPS bridge

1.65 → 1.53

Residual

-5.2%

EPS growth-7.3%
Multiple rerating+71.5%
Dividend+0.4%
Residual / FX / buybacks / cross-term-5.2%

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.