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000703.SZ$13.16+2.09%
Fair $13.16+0.0%

000703.SZ

Hengyi Petrochemical Co., Ltd.

Basic Materials / Specialty ChemicalsShenzhen

$13.16

+0.27 (+2.09%)

Fairly Valued+0.0%Fair Value $13.16Fund rank 19/100 · Data gapFallback financials|
SA 30/D
F-Score: 6/9
High DebtDeclining RevenueLow Profitability

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 35% · confianza 10%

FCF escenarios

weak_data · normalized FCF $-402.8M · quality 19.7/100

Data gap 19/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data 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

30/100

D

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: 3unknown: 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. Debt-to-Equity ratio is 2.70, above the 2.0 threshold Revenue has declined for 3 consecutive years ROE is 1.1%, below the 5% threshold
Thesis & Journal · 000703.SZLocal privado en este navegador · Hengyi Petrochemical 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

$50.3B

P/E

21.9x

↑

EV/EBITDA

16.5x

↑

ROE

1.1%

↑

Gross Margin

4.5%

↓

Debt/Equity

2.70

↑
52-Week Range$13
$6$18

TradingView lightweight chart

000703.SZ price, volumen y niveles de valoración

Último $13.16Periodo +783.6%
Fair value: $13.16

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

-9.3%

FCF CAGR

—

FCF margin

-0.8%

FCF / Net income

-3.39x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $113.53B · net income $258.3M · FCF $-876.3M

2022-FY → 2025-FY

Gross margin

4.5%+2.2% pts

Operating margin

2.9%+1.8% pts

Net margin

0.2%+0.9% pts

FCF margin

-0.8%-0.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$113.53B$113.53B$125.46B$136.15B$152.05B
Net Income$258.3M$258.3M$233.9M$435.5M$-1.08B
EBITDA$5.94B$5.94B$6.13B$7.00B$4.75B
EPS0.080.080.070.13-0.30
Gross Margin4.5%4.5%3.7%3.8%2.3%
Operating Margin2.9%2.9%2.1%2.1%1.0%
Net Margin0.2%0.2%0.2%0.3%-0.7%
Balance Sheet
Debt/Equity2.702.702.642.632.55
Current Ratio0.690.69———
Cash Flow
Free Cash Flow$-876.3M$-876.3M$1.56B$-402.8M$-249.8M
Returns
ROE1.1%1.1%0.9%1.7%-4.2%
Valuation
P/E21.9321.9384.7151.77—
EV/EBITDA16.4616.4611.7610.7315.50
P/B1.741.740.800.891.02
Growth & Yield
Revenue Growth-9.5%-9.5%-7.8%-10.5%—
EPS Growth14.3%14.3%-46.2%143.3%—
Dividend Yield0.4%0.4%———

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

144.4%

muy exigente

EPS terminal req.

$1.17

Spread vs growth

-130.1%

5Y implied EPS CAGR

77.6%

muy exigente

EPS terminal req.

$1.41

Spread vs growth

-63.3%

10Y implied EPS CAGR

39.8%

muy exigente

EPS terminal req.

$2.28

Spread vs growth

-25.5%

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 +118.3%

Total return

+118.3%

Start / end P/E

86.3x → 164.5x

EPS bridge

0.07 → 0.08

Residual

+12.9%

EPS growth+14.3%
Multiple rerating+90.6%
Dividend+0.4%
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.