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001373.SZ$38.07+1.04%
Fair $38.07+0.0%

001373.SZ

Jiangsu Topfly New Materials Co., Ltd.

Technology / Electronic ComponentsShenzhen

$38.07

+0.39 (+1.04%)

Fairly Valued+0.0%Fair Value $38.07Fund rank 30/100 · Data gapFallback financials|
SA 31/D
F-Score: 2/9
Declining RevenueMargin 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 34% · confianza 20%

FCF escenarios

weak_data · normalized FCF $-59.2M · quality 55.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

31/100

D

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 3unknown: 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 3 consecutive years Operating margin has declined for 3 consecutive years ROE is -4.1%, below the 5% threshold
Thesis & Journal · 001373.SZLocal privado en este navegador · Jiangsu Topfly 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

$2.6B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-4.1%

↓

Gross Margin

8.9%

↓

Debt/Equity

0.01

↓
52-Week Range$38
$28$47

TradingView lightweight chart

001373.SZ price, volumen y niveles de valoración

Último $38.07Periodo -17.3%
Fair value: $38.07

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

-10.7%

FCF CAGR

—

FCF margin

-12.0%

FCF / Net income

1.98x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $572.9M · net income $-34.7M · FCF $-68.6M

2022-FY → 2025-FY

Gross margin

8.9%-6.6% pts

Operating margin

-4.0%-12.1% pts

Net margin

-6.1%-13.8% pts

FCF margin

-12.0%-29.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$572.9M$572.9M$640.0M$714.0M$803.9M
Net Income$-34.7M$-34.7M$12.3M$35.2M$62.0M
EBITDA$-24.8M$-24.8M$33.9M$63.4M$102.6M
EPS-0.50-0.500.180.571.20
Gross Margin8.9%8.9%12.6%15.0%15.5%
Operating Margin-4.0%-4.0%2.6%6.5%8.1%
Net Margin-6.1%-6.1%1.9%4.9%7.7%
Balance Sheet
Debt/Equity0.010.010.020.020.09
Current Ratio5.595.59———
Cash Flow
Free Cash Flow$-68.6M$-68.6M$35.3M$-59.2M$140.9M
Returns
ROE-4.1%-4.1%1.4%3.9%14.6%
Valuation
P/E——152.0275.86—
EV/EBITDA——48.0738.39—
P/B3.073.072.082.97—
Growth & Yield
Revenue Growth-10.5%-10.5%-10.4%-11.2%—
EPS Growth-382.5%-382.5%-68.7%-52.5%—
Dividend Yield0.8%0.8%———

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 +30.8%

Total return

+30.8%

Start / end P/E

n/dx → n/dx

EPS bridge

0.18 → -0.50

Residual

+30.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.8%
Residual / FX / buybacks / cross-term+30.0%

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.