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688501.SS$20.99-2.14%
Fair $20.99+0.0%

688501.SS

Qingdao Daneng Environmental Protection Equipment Co., Ltd.

Industrials / Specialty Industrial MachineryShanghai

$20.99

-0.46 (-2.14%)

Fairly Valued+0.0%Fair Value $20.99Fund rank 24/100 · Data gapFallback financials|
SA 42/C
F-Score: 5/9
Margin Compression

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 17%

FCF escenarios

weak_data · normalized FCF $-57.3M · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 11/100Data 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

42/100

C

Piotroski

5/9

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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 688501.SSLocal privado en este navegador · Qingdao Daneng Environmental Protection Equipment 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

$2.6B

P/E

19.3x

↑

EV/EBITDA

10.7x

↑

ROE

15.6%

↑

Gross Margin

27.3%

↑

Debt/Equity

0.57

↑
52-Week Range$21
$20$33

TradingView lightweight chart

688501.SS price, volumen y niveles de valoración

Último $20.99Periodo +9.9%
Fair value: $20.99

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

+38.1%

FCF CAGR

+14.6%

FCF margin

0.3%

FCF / Net income

0.04x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.01B · net income $174.9M · FCF $6.4M

2022-FY → 2025-FY

Gross margin

27.3%-6.5% pts

Operating margin

12.6%-2.0% pts

Net margin

8.7%+1.0% pts

FCF margin

0.3%-0.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.01B$2.01B$1.31B$1.03B$762.2M
Net Income$174.9M$174.9M$93.0M$86.7M$58.6M
EBITDA$267.0M$267.0M$165.6M$130.7M$104.9M
EPS1.421.420.760.700.48
Gross Margin27.3%27.3%33.0%32.7%33.8%
Operating Margin12.6%12.6%13.0%13.1%14.6%
Net Margin8.7%8.7%7.1%8.4%7.7%
Balance Sheet
Debt/Equity0.570.570.560.450.37
Current Ratio1.401.40———
Cash Flow
Free Cash Flow$6.4M$6.4M$-515.4M$-57.3M$4.2M
Returns
ROE15.6%15.6%9.7%9.9%7.3%
Valuation
P/E19.2619.2617.5023.7945.00
EV/EBITDA10.7010.7011.1116.1525.53
P/B2.312.311.702.353.29
Growth & Yield
Revenue Growth52.9%52.9%27.7%35.0%—
EPS Growth86.8%86.8%8.6%45.8%—
Dividend Yield1.1%1.1%———

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

9.5%

razonable

EPS terminal req.

$1.86

Spread vs growth

77.4%

5Y implied EPS CAGR

9.7%

razonable

EPS terminal req.

$2.25

Spread vs growth

77.2%

10Y implied EPS CAGR

9.8%

razonable

EPS terminal req.

$3.63

Spread vs growth

77.0%

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 -29.4%

Total return

-29.4%

Start / end P/E

39.7x → 14.8x

EPS bridge

0.76 → 1.42

Residual

-54.5%

EPS growth+86.8%
Multiple rerating-62.8%
Dividend+1.1%
Residual / FX / buybacks / cross-term-54.5%

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.