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001279.SZ$30.17+0.67%
Fair $30.17+0.0%

001279.SZ

Anhui Strong State New Materials Co., Ltd.

Basic Materials / Specialty ChemicalsShenzhen

$30.17

+0.20 (+0.67%)

Fairly Valued+0.0%Fair Value $30.17Fund rank 32/100 · Data gapFallback financials|
SA 43/C
F-Score: 3/9

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $77.5M · quality 58.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 42/100Data 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

43/100

C

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: 0unknown: 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.
Thesis & Journal · 001279.SZLocal privado en este navegador · Anhui Strong State New Materials 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

$4.8B

P/E

120.7x

↑

EV/EBITDA

56.2x

↑

ROE

5.3%

↑

Gross Margin

9.6%

↓

Debt/Equity

0.04

↓
52-Week Range$30
$30$48

TradingView lightweight chart

001279.SZ price, volumen y niveles de valoración

Último $30.17Periodo -83.1%
Fair value: $30.17

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

-2.3%

FCF CAGR

+48.8%

FCF margin

23.0%

FCF / Net income

6.38x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.48B · net income $53.5M · FCF $341.5M

2022-FY → 2025-FY

Gross margin

9.6%-3.1% pts

Operating margin

3.2%-3.6% pts

Net margin

3.6%-2.6% pts

FCF margin

23.0%+16.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.48B$1.48B$1.48B$1.43B$1.59B
Net Income$53.5M$53.5M$82.3M$93.5M$98.9M
EBITDA$78.6M$78.6M$111.7M$127.5M$144.6M
EPS0.330.330.650.780.82
Gross Margin9.6%9.6%12.1%13.2%12.7%
Operating Margin3.2%3.2%5.5%7.1%6.8%
Net Margin3.6%3.6%5.6%6.6%6.2%
Balance Sheet
Debt/Equity0.040.040.010.090.27
Current Ratio2.062.06———
Cash Flow
Free Cash Flow$341.5M$341.5M$13.7M$77.5M$103.7M
Returns
ROE5.3%5.3%8.4%16.6%21.5%
Valuation
P/E120.68120.6858.64——
EV/EBITDA56.2156.2140.40——
P/B4.784.784.95——
Growth & Yield
Revenue Growth0.2%0.2%3.8%-10.3%—
EPS Growth-48.5%-48.5%-16.6%-5.0%—
Dividend Yield1.0%1.0%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

100.0%

muy exigente

EPS terminal req.

$2.68

Spread vs growth

-148.6%

5Y implied EPS CAGR

57.5%

muy exigente

EPS terminal req.

$3.24

Spread vs growth

-106.0%

10Y implied EPS CAGR

31.6%

muy exigente

EPS terminal req.

$5.22

Spread vs growth

-80.1%

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 -24.0%

Total return

-24.0%

Start / end P/E

61.9x → 90.2x

EPS bridge

0.65 → 0.33

Residual

-22.2%

EPS growth-48.5%
Multiple rerating+45.7%
Dividend+1.0%
Residual / FX / buybacks / cross-term-22.2%

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.