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000819.SZ$14.84-0.93%
Fair $14.84+0.0%

000819.SZ

Yueyang Xingchang Petro-Chemical Co., Ltd.

Basic Materials / ChemicalsShenzhen

$14.84

-0.14 (-0.93%)

Fairly Valued+0.0%Fair Value $14.84Fund rank 27/100 · Data gapFallback financials|
SA 40/C
F-Score: 4/9
Low 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 33% · confianza 23%

FCF escenarios

weak_data · normalized FCF $-425.4M · quality 66.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

40/100

C

Piotroski

4/9

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. ROE is 2.9%, below the 5% threshold
Thesis & Journal · 000819.SZLocal privado en este navegador · Yueyang Xingchang Petro-Chemical 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

$5.5B

P/E

87.3x

↑

EV/EBITDA

30.0x

↑

ROE

2.9%

↑

Gross Margin

17.7%

↓

Debt/Equity

0.13

↓
52-Week Range$15
$14$21

TradingView lightweight chart

000819.SZ price, volumen y niveles de valoración

Último $14.98Periodo +122.7%
Fair value: $14.84

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+25.1%

FCF CAGR

—

FCF margin

-11.1%

FCF / Net income

-6.74x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.82B · net income $63.1M · FCF $-425.4M

2021-FY → 2024-FY

Gross margin

17.7%+6.4% pts

Operating margin

2.1%-2.1% pts

Net margin

1.7%-1.6% pts

FCF margin

-11.1%+4.4% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$3.82B$3.82B$3.07B$3.22B$1.95B
Net Income$63.1M$63.1M$101.1M$80.0M$63.8M
EBITDA$183.3M$183.3M$183.2M$153.7M$115.8M
EPS0.170.170.340.270.21
Gross Margin17.7%17.7%18.0%9.0%11.3%
Operating Margin2.1%2.1%4.2%3.1%4.2%
Net Margin1.7%1.7%3.3%2.5%3.3%
Balance Sheet
Debt/Equity0.130.130.280.060.02
Current Ratio1.241.24———
Cash Flow
Free Cash Flow$-425.4M$-425.4M$-651.8M$-273.9M$-303.2M
Returns
ROE2.9%2.9%4.8%8.1%7.1%
Valuation
P/E87.2987.2951.4788.2888.26
EV/EBITDA30.0430.0425.6144.7546.38
P/B2.562.562.497.136.27
Growth & Yield
Revenue Growth24.6%24.6%-4.8%65.0%—
EPS Growth-50.0%-50.0%27.3%25.4%—
Dividend Yield0.7%0.7%———

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

97.9%

muy exigente

EPS terminal req.

$1.32

Spread vs growth

-147.9%

5Y implied EPS CAGR

56.4%

muy exigente

EPS terminal req.

$1.59

Spread vs growth

-106.4%

10Y implied EPS CAGR

31.2%

muy exigente

EPS terminal req.

$2.57

Spread vs growth

-81.2%

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 +1.8%

Total return

+1.8%

Start / end P/E

43.2x → 87.3x

EPS bridge

0.34 → 0.17

Residual

-51.1%

EPS growth-50.0%
Multiple rerating+102.2%
Dividend+0.7%
Residual / FX / buybacks / cross-term-51.1%

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.