{"F": {"ts_code": "US.ESP", "name": "Espey Manufacturing & Electronics", "mkt": "US", "ccy": "美元", "sw1": "电气设备及零件", "sw2": "电气设备及零件", "sw3": "", "ind": "电气设备及零件", "fin_source": "futu", "market": "AMEX", "list_date": null, "is_fin": false, "roles": {"fin": false, "commodity": false, "precious": false, "regulated": false, "hard": true, "growth": true}, "province": null, "main_business": "", "introduction": "", "close": 63.35, "pe_ttm": 16.627, "pb": 3.364, "dv_ttm": 1.58, "total_mv": 18979.165869999997, "trade_date": "20260904", "years": ["最近年报"], "multi_year": false, "period": "最近年报", "gm_series": [28.9], "rev_series": [0.4], "np_series": [0.1], "roe_series": [17.7], "rev_ttm": 0.4, "np_ttm": 0.1, "ocf_ttm": 0.1, "fcf_ttm": null, "fcf_yield": null, "ocf_yield": 4.8, "gm_median": 28.9, "gm_std": null, "gm_stab": null, "gm_chg_2022": null, "npm_median": 18.5, "roe_median": 17.7, "commodity": false, "hard_ratio": 13.1, "fix_assets": 0.1, "hard_note": "PP&E 毛额 × 0.5 近似净额", "goodwill_ratio": null, "pb_calc": null, "capex_dep": null, "interest_debt": null, "debt_ebitda": null, "ebitda": 0.1, "debt_ratio": 35.7, "debt_mv": null, "payout": 26.0, "div_years": 1, "rev_cagr3": null, "np_cagr3": null, "rev_yoy": 13.5, "np_yoy": 40.0, "np_vol": null, "loss_years": 0, "far_share": 70.0, "earn_yield": 6.0, "consensus_n": 0, "fwd_pe": null, "fwd_pe2": null, "fwd_g1": null, "fwd_g2": null, "peg": null, "consensus_disp": null, "mainbz": [], "ret_prev_year": null, "ret_prev2_year": null, "ret_pivot": null, "prev_year": "", "prev2_year": "", "ret_ytd": 35.6, "ret_20": 1.3, "ret_60": 9.8, "ret_120": 15.2, "ret_250": 37.1, "mdd_250": null, "vol_250": null, "pos_52w": 85.1, "eps": 3.02}, "S": {"duration": 34, "pricing": 46, "hard": 21, "bondness": 32}, "label": "成长兑现", "tags": [], "text": {"像什么": ["盈利在追估值:最新净利润同比 40%,PE TTM 16.6 倍,历史 PEG(PE ÷ 最新增速)0.42。", "经营现金流 0.1 亿(正),没有一致预期数据,风险在增速能否延续。"], "为什么(不)算钱的替代品": "两条都不占:固定资产占比 13%,毛利率最新年报 28.9%。", "加息期怎么走": "估值不靠远期故事,加息期比纯久期抗跌;风险在订单与增速,盯业绩不盯利率。", "四问": [["当前 FCF 能覆盖多少市值?", "经营现金流/市值 4.8%(futu 无资本开支,FCF 按经营现金流 × 0.7 近似)。一般。"], ["能否每年提价而不掉量?", "毛利率最新年报 28.9%。取决于竞争。"], ["资产重置成本随通胀涨吗?", "固定资产占总资产 13%。没有资产可言。"], ["估值里多少来自 5 年后的故事?", "按 PE 16.6 倍 粗算,约 70%(1 − 5/PE)。中等。"]], "价格行为": "近一年 37%,现价在 52 周高点的 85%;近 20 / 60 / 120 日 1% / 10% / 15%。", "行业对照": ["同富途行业「电气设备及零件」54 家中位:PE 31.0 / 股息率 0.0% / 毛利率 25.4% / 固定资产占比 16% / 分红率 5%。", "Espey Manufacturing & Electronics:PE 比行业中位低 14.4倍;股息率 比行业中位高 1.6个百分点;毛利率 比行业中位高 3.5个百分点;固定资产占比 比行业中位低 2.6个百分点。"]}}