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000911.SZ$5.78+5.09%
Fair $5.78+0.0%

000911.SZ

Guangxi Rural Investment Sugar Industry Group Co., Ltd

Consumer Defensive / ConfectionersShenzhen

$5.78

+0.28 (+5.09%)

Fairly Valued+0.0%Fair Value $5.78Fund rank 31/100 · Data gapFallback financials|
SA 20/D
F-Score: 3/9
Declining 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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $331.7M · quality 55.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 33/100Data 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

20/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Revenue has declined for 2 consecutive years ROE is 1.8%, below the 5% threshold
Thesis & Journal · 000911.SZLocal privado en este navegador · Guangxi Rural Investment Sugar Industry Group 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

$2.3B

P/E

N/A

•

EV/EBITDA

31.7x

↑

ROE

181.4%

↑

Gross Margin

9.7%

↓

Debt/Equity

-37.96

↓
52-Week Range$6
$5$9

TradingView lightweight chart

000911.SZ price, volumen y niveles de valoración

Último $5.780Periodo -17.4%
Fair value: $5.780

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

-4.6%

FCF CAGR

—

FCF margin

11.4%

FCF / Net income

-2.34x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.47B · net income $-120.3M · FCF $281.0M

2022-FY → 2025-FY

Gross margin

9.7%-0.5% pts

Operating margin

0.9%-0.2% pts

Net margin

-4.9%+11.2% pts

FCF margin

11.4%+21.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.47B$2.47B$3.28B$3.34B$2.84B
Net Income$-120.3M$-120.3M$8.2M$7.4M$-457.5M
EBITDA$127.4M$127.4M$282.3M$329.3M$142.9M
EPS-0.30-0.300.020.07-1.14
Gross Margin9.7%9.7%11.9%12.8%10.2%
Operating Margin0.9%0.9%4.4%5.5%1.1%
Net Margin-4.9%-4.9%0.3%0.2%-16.1%
Balance Sheet
Debt/Equity-37.96-37.9649.7781.49101.68
Current Ratio0.660.66———
Cash Flow
Free Cash Flow$281.0M$281.0M$331.7M$431.6M$-273.3M
Returns
ROE181.4%181.4%15.2%16.1%-1133.0%
Valuation
P/E——338.05116.72—
EV/EBITDA31.7131.7116.689.6443.75
P/B——51.3918.8078.52
Growth & Yield
Revenue Growth-24.7%-24.7%-2.0%17.8%—
EPS Growth-1565.9%-1565.9%-70.2%106.0%—

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 -23.6%

Total return

-23.6%

Start / end P/E

n/dx → n/dx

EPS bridge

0.02 → -0.30

Residual

-23.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-23.6%

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.