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001358.SZ$25.21+0.23%
Fair $25.21+0.0%

001358.SZ

Shaoxing Xingxin New Material Co.,Ltd

Basic Materials / ChemicalsShenzhen

$25.21

+0.06 (+0.23%)

Fairly Valued+0.0%Fair Value $25.21Fund rank 29/100 · Data gapFallback financials|
SA 38/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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $42.2M · quality 49.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 24/100Data 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

38/100

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 3.4%, below the 5% threshold
Thesis & Journal · 001358.SZLocal privado en este navegador · Shaoxing Xingxin New Material 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

$3.1B

P/E

60.0x

↑

EV/EBITDA

29.4x

↑

ROE

3.4%

↑

Gross Margin

27.9%

↑

Debt/Equity

0.02

↓
52-Week Range$25
$22$33

TradingView lightweight chart

001358.SZ price, volumen y niveles de valoración

Último $25.90Periodo -35.5%
Fair value: $25.21

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

-15.1%

FCF CAGR

—

FCF margin

-19.0%

FCF / Net income

-1.87x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $474.6M · net income $48.3M · FCF $-90.2M

2022-FY → 2025-FY

Gross margin

27.9%-12.8% pts

Operating margin

10.2%-20.9% pts

Net margin

10.2%-16.8% pts

FCF margin

-19.0%-31.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$474.6M$474.6M$468.1M$630.2M$774.5M
Net Income$48.3M$48.3M$81.1M$141.6M$208.9M
EBITDA$101.4M$101.4M$124.5M$182.1M$268.9M
EPS0.390.390.661.532.26
Gross Margin27.9%27.9%31.3%34.6%40.7%
Operating Margin10.2%10.2%15.8%24.2%31.1%
Net Margin10.2%10.2%17.3%22.5%27.0%
Balance Sheet
Debt/Equity0.020.020.000.030.05
Current Ratio7.397.39———
Cash Flow
Free Cash Flow$-90.2M$-90.2M$42.2M$85.5M$96.6M
Returns
ROE3.4%3.4%5.6%9.3%37.0%
Valuation
P/E60.0260.0232.0221.62—
EV/EBITDA29.3929.3914.4011.22—
P/B2.182.181.792.02—
Growth & Yield
Revenue Growth1.4%1.4%-25.7%-18.6%—
EPS Growth-40.9%-40.9%-56.9%-32.4%—
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

79.0%

muy exigente

EPS terminal req.

$2.24

Spread vs growth

-119.9%

5Y implied EPS CAGR

47.3%

muy exigente

EPS terminal req.

$2.71

Spread vs growth

-88.2%

10Y implied EPS CAGR

27.3%

muy exigente

EPS terminal req.

$4.36

Spread vs growth

-68.2%

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 +7.8%

Total return

+7.8%

Start / end P/E

36.7x → 66.4x

EPS bridge

0.66 → 0.39

Residual

-33.1%

EPS growth-40.9%
Multiple rerating+80.8%
Dividend+1.0%
Residual / FX / buybacks / cross-term-33.1%

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.