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002067.SZ$4.87+0.83%
Fair $4.87+0.0%

002067.SZ

Zhejiang Jingxing Paper Joint Stock Co., Ltd.

Basic Materials / Paper & Paper ProductsShenzhen

$4.87

+0.04 (+0.83%)

Fairly Valued+0.0%Fair Value $4.87Fund rank 24/100 · Data gapFallback financials|
SA 44/C
F-Score: 3/9
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 18%

FCF escenarios

weak_data · normalized FCF $-343.7M · quality 43.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

44/100

C

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: 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 0.8%, below the 5% threshold
Thesis & Journal · 002067.SZLocal privado en este navegador · Zhejiang Jingxing Paper Joint Stock 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

$7.2B

P/E

69.6x

↑

EV/EBITDA

15.7x

↑

ROE

0.8%

↑

Gross Margin

6.5%

↓

Debt/Equity

0.26

↑
52-Week Range$5
$3$8

TradingView lightweight chart

002067.SZ price, volumen y niveles de valoración

Último $4.870Periodo +79.3%
Fair value: $4.870

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

-1.2%

FCF CAGR

—

FCF margin

-10.8%

FCF / Net income

-11.69x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.01B · net income $55.5M · FCF $-648.4M

2022-FY → 2025-FY

Gross margin

6.5%+1.2% pts

Operating margin

2.3%+0.3% pts

Net margin

0.9%-1.0% pts

FCF margin

-10.8%-15.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.01B$6.01B$5.48B$5.46B$6.23B
Net Income$55.5M$55.5M$71.3M$91.6M$117.6M
EBITDA$464.4M$464.4M$497.3M$421.3M$415.5M
EPS0.040.040.060.060.09
Gross Margin6.5%6.5%7.0%6.0%5.3%
Operating Margin2.3%2.3%2.2%0.5%2.0%
Net Margin0.9%0.9%1.3%1.7%1.9%
Balance Sheet
Debt/Equity0.260.260.340.320.25
Current Ratio1.931.93———
Cash Flow
Free Cash Flow$-648.4M$-648.4M$-74.5M$-343.7M$271.7M
Returns
ROE0.8%0.8%1.2%1.6%2.1%
Valuation
P/E69.5769.5757.0057.3339.22
EV/EBITDA15.6815.689.2713.7411.83
P/B1.011.010.700.940.83
Growth & Yield
Revenue Growth9.7%9.7%0.4%-12.4%—
EPS Growth-33.3%-33.3%0.0%-33.3%—

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

121.1%

muy exigente

EPS terminal req.

$0.43

Spread vs growth

-154.4%

5Y implied EPS CAGR

67.2%

muy exigente

EPS terminal req.

$0.52

Spread vs growth

-100.5%

10Y implied EPS CAGR

35.6%

muy exigente

EPS terminal req.

$0.84

Spread vs growth

-69.0%

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 +36.0%

Total return

+36.0%

Start / end P/E

59.7x → 121.7x

EPS bridge

0.06 → 0.04

Residual

-34.7%

EPS growth-33.3%
Multiple rerating+104.1%
Dividend+0.0%
Residual / FX / buybacks / cross-term-34.7%

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.