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688377.SS$29.98+3.09%
Fair $29.98+0.0%

688377.SS

Nanjing Develop Advanced Manufacturing Co., Ltd.

Energy / Oil & Gas Equipment & ServicesShanghai

$29.98

+0.90 (+3.09%)

Fairly Valued+0.0%Fair Value $29.98Fund rank 25/100 · Data gapFallback financials|
SA 51/C
F-Score: 7/9

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 18%

FCF escenarios

weak_data · normalized FCF $-65.3M · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 7/100Data 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

51/100

C

Piotroski

7/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 688377.SSLocal privado en este navegador · Nanjing Develop Advanced Manufacturing 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

$7.0B

P/E

61.2x

↑

EV/EBITDA

24.4x

↑

ROE

6.3%

↑

Gross Margin

22.1%

↓

Debt/Equity

0.20

↓
52-Week Range$30
$16$45

TradingView lightweight chart

688377.SS price, volumen y niveles de valoración

Último $29.98Periodo -10.1%
Fair value: $29.98

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

+7.1%

FCF CAGR

—

FCF margin

2.7%

FCF / Net income

0.27x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.21B · net income $119.4M · FCF $32.4M

2022-FY → 2025-FY

Gross margin

22.1%-1.1% pts

Operating margin

12.0%-1.0% pts

Net margin

9.9%-2.5% pts

FCF margin

2.7%+23.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.21B$1.21B$1.12B$1.21B$982.8M
Net Income$119.4M$119.4M$85.6M$142.4M$121.5M
EBITDA$242.0M$242.0M$174.0M$230.4M$182.8M
EPS0.610.610.440.730.63
Gross Margin22.1%22.1%18.8%22.0%23.2%
Operating Margin12.0%12.0%8.3%12.9%13.1%
Net Margin9.9%9.9%7.6%11.8%12.4%
Balance Sheet
Debt/Equity0.200.200.190.090.11
Current Ratio1.781.78———
Cash Flow
Free Cash Flow$32.4M$32.4M$-76.7M$-65.3M$-208.1M
Returns
ROE6.3%6.3%4.8%8.2%7.5%
Valuation
P/E61.1861.1835.6128.8557.00
EV/EBITDA24.3924.3917.6517.2036.99
P/B3.103.101.702.364.27
Growth & Yield
Revenue Growth7.4%7.4%-7.1%23.1%—
EPS Growth38.6%38.6%-39.7%15.9%—
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

63.4%

muy exigente

EPS terminal req.

$2.66

Spread vs growth

-24.7%

5Y implied EPS CAGR

39.5%

muy exigente

EPS terminal req.

$3.22

Spread vs growth

-0.8%

10Y implied EPS CAGR

23.9%

exigente

EPS terminal req.

$5.18

Spread vs growth

14.8%

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 +85.6%

Total return

+85.6%

Start / end P/E

36.9x → 49.1x

EPS bridge

0.44 → 0.61

Residual

+12.9%

EPS growth+38.6%
Multiple rerating+33.3%
Dividend+0.7%
Residual / FX / buybacks / cross-term+12.9%

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.