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000731.SZ$6.17+1.82%
Fair $6.17+0.0%

000731.SZ

Sichuan Meifeng Chemical Industry Co., Ltd.

Basic Materials / Agricultural InputsShenzhen

$6.17

+0.11 (+1.82%)

Fairly Valued+0.0%Fair Value $6.17Fund rank 32/100 · Data gapFallback financials|
SA 27/D
F-Score: 3/9
Margin CompressionLow 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 31% · confianza 25%

FCF escenarios

weak_data · normalized FCF $218.0M · quality 61.7/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 44/100Data 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

27/100

D

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Operating margin has declined for 3 consecutive years ROE is -3.2%, below the 5% threshold
Thesis & Journal · 000731.SZLocal privado en este navegador · Sichuan Meifeng Chemical Industry 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

$3.4B

P/E

N/A

•

EV/EBITDA

24.1x

↑

ROE

-3.2%

↓

Gross Margin

8.2%

↓

Debt/Equity

0.04

↓
52-Week Range$6
$6$9

TradingView lightweight chart

000731.SZ price, volumen y niveles de valoración

Último $6.170Periodo +24.6%
Fair value: $6.170

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

-8.9%

FCF CAGR

-75.9%

FCF margin

0.3%

FCF / Net income

-0.09x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.71B · net income $-121.9M · FCF $11.6M

2022-FY → 2025-FY

Gross margin

8.2%-17.4% pts

Operating margin

-3.0%-19.8% pts

Net margin

-3.3%-16.0% pts

FCF margin

0.3%-16.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.71B$3.71B$4.55B$4.17B$4.91B
Net Income$-121.9M$-121.9M$271.7M$382.6M$622.1M
EBITDA$115.6M$115.6M$566.5M$715.1M$1.08B
EPS-0.22-0.220.480.661.06
Gross Margin8.2%8.2%18.4%20.4%25.6%
Operating Margin-3.0%-3.0%6.5%9.8%16.9%
Net Margin-3.3%-3.3%6.0%9.2%12.7%
Balance Sheet
Debt/Equity0.040.040.070.050.04
Current Ratio5.365.36———
Cash Flow
Free Cash Flow$11.6M$11.6M$333.6M$218.0M$824.8M
Returns
ROE-3.2%-3.2%6.5%9.2%15.6%
Valuation
P/E——14.5311.277.76
EV/EBITDA24.0624.066.045.203.69
P/B0.890.890.941.031.21
Growth & Yield
Revenue Growth-18.4%-18.4%9.1%-15.0%—
EPS Growth-145.8%-145.8%-27.3%-37.9%—
Dividend Yield4.4%4.4%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -6.5%

Total return

-6.5%

Start / end P/E

n/dx → n/dx

EPS bridge

0.48 → -0.22

Residual

-10.8%

EPS growthn/d
Multiple reratingn/d
Dividend+4.4%
Residual / FX / buybacks / cross-term-10.8%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.