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001333.SZ$22.28-1.42%
Fair $22.28+0.0%

001333.SZ

Zhejiang Guanghua Technology Co.,Ltd.

Basic Materials / ChemicalsShenzhen

$22.28

-0.32 (-1.42%)

Fairly Valued+0.0%Fair Value $22.28Fund rank 26/100 · Data gapFallback financials|
SA 39/D
F-Score: 1/9

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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $-144.5M · quality 60.3/100

Data gap 26/100
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

39/100

D

Piotroski

1/9

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 · 001333.SZLocal privado en este navegador · Zhejiang Guanghua Technology 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

$2.9B

P/E

25.0x

↑

EV/EBITDA

15.4x

↑

ROE

6.6%

↑

Gross Margin

13.7%

↓

Debt/Equity

0.32

↑
52-Week Range$22
$19$28

TradingView lightweight chart

001333.SZ price, volumen y niveles de valoración

Último $22.60Periodo -43.5%
Fair value: $22.28

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

+6.4%

FCF CAGR

—

FCF margin

-3.8%

FCF / Net income

-0.53x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.64B · net income $115.8M · FCF $-61.5M

2022-FY → 2025-FY

Gross margin

13.7%-2.8% pts

Operating margin

8.1%-3.8% pts

Net margin

7.1%-2.7% pts

FCF margin

-3.8%+3.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.64B$1.64B$1.72B$1.48B$1.36B
Net Income$115.8M$115.8M$146.4M$105.2M$132.3M
EBITDA$178.3M$178.3M$206.6M$148.2M$168.4M
EPS0.900.901.140.821.38
Gross Margin13.7%13.7%14.4%13.6%16.5%
Operating Margin8.1%8.1%9.5%8.2%11.9%
Net Margin7.1%7.1%8.5%7.1%9.7%
Balance Sheet
Debt/Equity0.320.320.270.190.20
Current Ratio2.102.10———
Cash Flow
Free Cash Flow$-61.5M$-61.5M$-144.5M$-197.8M$-97.8M
Returns
ROE6.6%6.6%8.7%6.7%8.6%
Valuation
P/E25.0325.0314.4827.2921.10
EV/EBITDA15.3615.368.9717.4713.37
P/B1.641.641.261.821.81
Growth & Yield
Revenue Growth-5.1%-5.1%16.5%9.0%—
EPS Growth-21.1%-21.1%39.0%-40.6%—
Dividend Yield1.6%1.6%———

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

30.0%

muy exigente

EPS terminal req.

$1.98

Spread vs growth

-51.0%

5Y implied EPS CAGR

21.6%

exigente

EPS terminal req.

$2.39

Spread vs growth

-42.6%

10Y implied EPS CAGR

15.7%

exigente

EPS terminal req.

$3.85

Spread vs growth

-36.7%

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 +8.0%

Total return

+8.0%

Start / end P/E

18.4x → 24.8x

EPS bridge

1.14 → 0.90

Residual

-7.3%

EPS growth-21.1%
Multiple rerating+34.8%
Dividend+1.6%
Residual / FX / buybacks / cross-term-7.3%

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.