StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
002057.SZ$9.26+0.43%
Fair $9.26+0.0%

002057.SZ

Sinosteel New Materials Co., Ltd.

Technology / SemiconductorsShenzhen

$9.26

+0.04 (+0.43%)

Fairly Valued+0.0%Fair Value $9.26Fund rank 29/100 · Data gapFallback financials|
SA 48/C
F-Score: 7/9

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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $229.4M · quality 50.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

48/100

C

Piotroski

7/9

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 · 002057.SZLocal privado en este navegador · Sinosteel 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

$7.0B

P/E

38.6x

↑

EV/EBITDA

14.9x

↑

ROE

5.5%

↑

Gross Margin

23.7%

↓

Debt/Equity

0.06

↓
52-Week Range$9
$8$12

TradingView lightweight chart

002057.SZ price, volumen y niveles de valoración

Último $9.220Periodo +374.2%
Fair value: $9.260

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

+4.3%

FCF CAGR

—

FCF margin

15.4%

FCF / Net income

2.74x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.13B · net income $176.3M · FCF $482.5M

2022-FY → 2025-FY

Gross margin

23.7%-0.1% pts

Operating margin

11.9%-0.4% pts

Net margin

5.6%-8.5% pts

FCF margin

15.4%+19.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.13B$3.13B$2.71B$2.77B$2.76B
Net Income$176.3M$176.3M$172.3M$274.6M$390.2M
EBITDA$380.2M$380.2M$355.1M$484.1M$563.7M
EPS0.230.230.230.360.52
Gross Margin23.7%23.7%23.5%25.8%23.7%
Operating Margin11.9%11.9%11.4%14.2%12.3%
Net Margin5.6%5.6%6.4%9.9%14.1%
Balance Sheet
Debt/Equity0.060.060.110.130.09
Current Ratio2.312.31———
Cash Flow
Free Cash Flow$482.5M$482.5M$229.4M$-8.8M$-98.2M
Returns
ROE5.5%5.5%5.6%8.9%13.1%
Valuation
P/E38.5838.5830.3721.2221.18
EV/EBITDA14.9014.9012.0410.1013.05
P/B2.192.191.691.892.78
Growth & Yield
Revenue Growth15.5%15.5%-2.2%0.3%—
EPS Growth2.6%2.6%-37.6%-29.5%—
Dividend Yield1.3%1.3%———

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

52.2%

muy exigente

EPS terminal req.

$0.82

Spread vs growth

-49.6%

5Y implied EPS CAGR

33.7%

muy exigente

EPS terminal req.

$0.99

Spread vs growth

-31.1%

10Y implied EPS CAGR

21.3%

exigente

EPS terminal req.

$1.60

Spread vs growth

-18.7%

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 +14.7%

Total return

+14.7%

Start / end P/E

36.0x → 39.7x

EPS bridge

0.23 → 0.23

Residual

+0.3%

EPS growth+2.6%
Multiple rerating+10.5%
Dividend+1.3%
Residual / FX / buybacks / cross-term+0.3%

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.