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002053.SZ$12.23+2.34%
Fair $12.23+0.0%

002053.SZ

Yunnan Energy Investment Co., Ltd.

Basic Materials / Specialty ChemicalsShenzhen

$12.23

+0.28 (+2.34%)

Fairly Valued+0.0%Fair Value $12.23Fund rank 23/100 · Data gapFallback financials|
SA 34/D
F-Score: 4/9
Low 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 19%

FCF escenarios

weak_data · normalized FCF $-1.2B · quality 50.3/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

34/100

D

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. ROE is 3.2%, below the 5% threshold
Thesis & Journal · 002053.SZLocal privado en este navegador · Yunnan Energy Investment 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

$11.3B

P/E

51.0x

↑

EV/EBITDA

16.7x

↑

ROE

3.2%

↑

Gross Margin

31.9%

↑

Debt/Equity

0.98

↑
52-Week Range$12
$11$15

TradingView lightweight chart

002053.SZ price, volumen y niveles de valoración

Último $12.23Periodo +90.9%
Fair value: $12.23

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

—

FCF margin

-48.2%

FCF / Net income

-5.08x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.49B · net income $236.3M · FCF $-1.20B

2022-FY → 2025-FY

Gross margin

31.9%-7.8% pts

Operating margin

17.1%-0.1% pts

Net margin

9.5%-0.8% pts

FCF margin

-48.2%-3.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.49B$2.49B$3.45B$2.90B$2.68B
Net Income$236.3M$236.3M$675.0M$482.3M$273.9M
EBITDA$1.01B$1.01B$1.35B$985.8M$754.4M
EPS0.260.260.730.520.34
Gross Margin31.9%31.9%41.6%41.5%39.8%
Operating Margin17.1%17.1%23.6%19.0%17.3%
Net Margin9.5%9.5%19.5%16.6%10.2%
Balance Sheet
Debt/Equity0.980.981.131.090.69
Current Ratio1.641.64———
Cash Flow
Free Cash Flow$-1.20B$-1.20B$-451.4M$-2.61B$-1.20B
Returns
ROE3.2%3.2%9.1%7.0%4.2%
Valuation
P/E50.9650.9615.5220.0334.74
EV/EBITDA16.7116.7112.1014.9514.73
P/B1.521.521.411.401.45
Growth & Yield
Revenue Growth-27.7%-27.7%18.9%8.5%—
EPS Growth-65.0%-65.0%40.0%53.2%—
Dividend Yield1.1%1.1%———

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

61.7%

muy exigente

EPS terminal req.

$1.09

Spread vs growth

-126.7%

5Y implied EPS CAGR

38.6%

muy exigente

EPS terminal req.

$1.31

Spread vs growth

-103.6%

10Y implied EPS CAGR

23.5%

exigente

EPS terminal req.

$2.11

Spread vs growth

-88.5%

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 +9.1%

Total return

+9.1%

Start / end P/E

15.4x → 47.7x

EPS bridge

0.73 → 0.26

Residual

-135.7%

EPS growth-65.0%
Multiple rerating+208.7%
Dividend+1.1%
Residual / FX / buybacks / cross-term-135.7%

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.