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000672.SZ$16.64-2.35%
Fair $16.64+0.0%

000672.SZ

Gansu Shangfeng Cement Co.,Ltd

Basic Materials / Building MaterialsShenzhen

$16.64

-0.40 (-2.35%)

Fairly Valued+0.0%Fair Value $16.64Fund rank 29/100 · Data gapFallback financials|
SA 53/C
F-Score: 7/9
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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $793.9M · quality 53.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 31/100Data 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

53/100

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: 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 3 consecutive years
Thesis & Journal · 000672.SZLocal privado en este navegador · Gansu Shangfeng Cement 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

$16.1B

P/E

26.8x

↑

EV/EBITDA

10.9x

↑

ROE

7.0%

↑

Gross Margin

28.9%

↑

Debt/Equity

0.38

↑
52-Week Range$17
$8$19

TradingView lightweight chart

000672.SZ price, volumen y niveles de valoración

Último $16.64Periodo +523.6%
Fair value: $16.64

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

-13.0%

FCF CAGR

—

FCF margin

17.3%

FCF / Net income

1.28x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.69B · net income $637.6M · FCF $814.0M

2022-FY → 2025-FY

Gross margin

28.9%-4.7% pts

Operating margin

14.0%-6.6% pts

Net margin

13.6%+0.3% pts

FCF margin

17.3%+18.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.69B$4.69B$5.45B$6.40B$7.13B
Net Income$637.6M$637.6M$627.5M$744.3M$948.9M
EBITDA$1.59B$1.59B$1.61B$1.71B$1.89B
EPS0.680.680.660.780.99
Gross Margin28.9%28.9%26.2%27.7%33.6%
Operating Margin14.0%14.0%12.6%13.3%20.7%
Net Margin13.6%13.6%11.5%11.6%13.3%
Balance Sheet
Debt/Equity0.380.380.500.460.35
Current Ratio1.051.05———
Cash Flow
Free Cash Flow$814.0M$814.0M$793.9M$201.7M$-89.2M
Returns
ROE7.0%7.0%7.0%8.4%11.3%
Valuation
P/E26.8426.8410.5910.2911.61
EV/EBITDA10.9010.905.264.505.87
P/B1.731.730.740.871.31
Growth & Yield
Revenue Growth-13.9%-13.9%-14.8%-10.3%—
EPS Growth2.1%2.1%-15.3%-21.1%—
Dividend Yield2.9%2.9%———

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

29.7%

muy exigente

EPS terminal req.

$1.48

Spread vs growth

-27.6%

5Y implied EPS CAGR

21.5%

exigente

EPS terminal req.

$1.79

Spread vs growth

-19.4%

10Y implied EPS CAGR

15.6%

exigente

EPS terminal req.

$2.88

Spread vs growth

-13.5%

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 +100.0%

Total return

+100.0%

Start / end P/E

12.7x → 24.6x

EPS bridge

0.66 → 0.68

Residual

+2.0%

EPS growth+2.1%
Multiple rerating+93.1%
Dividend+2.9%
Residual / FX / buybacks / cross-term+2.0%

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.