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000554.SZ$6.93+2.82%
Fair $6.93+0.0%

000554.SZ

SINOPEC Shandong Taishan Pectroleum Co., Ltd.

Energy / Oil & Gas Refining & MarketingShenzhen

$6.93

+0.19 (+2.82%)

Fairly Valued+0.0%Fair Value $6.93Fund rank 34/100 · Data gapFallback financials|
SA 46/C
F-Score: 6/9
Declining Revenue

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $75.4M · quality 66.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 51/100Data 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

6/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Revenue has declined for 2 consecutive years
Thesis & Journal · 000554.SZLocal privado en este navegador · SINOPEC Shandong Taishan Pectroleum 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

$3.3B

P/E

19.8x

↑

EV/EBITDA

10.0x

↑

ROE

13.9%

↑

Gross Margin

16.8%

↓

Debt/Equity

0.13

↓
52-Week Range$7
$6$12

TradingView lightweight chart

000554.SZ price, volumen y niveles de valoración

Último $6.930Periodo +196.7%
Fair value: $6.930

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

+1.0%

FCF CAGR

-31.6%

FCF margin

2.4%

FCF / Net income

0.49x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.17B · net income $154.7M · FCF $75.4M

2022-FY → 2025-FY

Gross margin

16.8%+7.1% pts

Operating margin

7.3%+5.5% pts

Net margin

4.9%+4.5% pts

FCF margin

2.4%-5.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.17B$3.17B$3.31B$3.64B$3.07B
Net Income$154.7M$154.7M$99.3M$34.9M$11.6M
EBITDA$319.0M$319.0M$264.5M$158.7M$111.6M
EPS0.320.320.210.070.02
Gross Margin16.8%16.8%15.6%10.5%9.7%
Operating Margin7.3%7.3%4.4%2.4%1.8%
Net Margin4.9%4.9%3.0%1.0%0.4%
Balance Sheet
Debt/Equity0.130.130.100.120.13
Current Ratio2.242.24———
Cash Flow
Free Cash Flow$75.4M$75.4M$299.5M$9.4M$235.2M
Returns
ROE13.9%13.9%9.6%3.7%1.3%
Valuation
P/E19.8019.8027.0681.27281.00
EV/EBITDA9.969.969.2517.9429.08
P/B2.992.992.602.973.52
Growth & Yield
Revenue Growth-4.2%-4.2%-9.2%18.6%—
EPS Growth55.7%55.7%184.6%263.0%—
Dividend Yield2.1%2.1%———

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

24.1%

exigente

EPS terminal req.

$0.61

Spread vs growth

31.6%

5Y implied EPS CAGR

18.3%

exigente

EPS terminal req.

$0.74

Spread vs growth

37.5%

10Y implied EPS CAGR

14.1%

razonable

EPS terminal req.

$1.20

Spread vs growth

41.7%

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 +10.7%

Total return

+10.7%

Start / end P/E

30.9x → 21.5x

EPS bridge

0.21 → 0.32

Residual

-16.8%

EPS growth+55.7%
Multiple rerating-30.2%
Dividend+2.1%
Residual / FX / buybacks / cross-term-16.8%

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.