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002109.SZ$3.02+4.14%
Fair $3.02+0.0%

002109.SZ

Shaanxi Xinghua Chemistry Co.,Ltd

Basic Materials / ChemicalsShenzhen

$3.02

+0.12 (+4.14%)

Fairly Valued+0.0%Fair Value $3.02Fund rank 22/100 · Data gapFallback financials|
SA 7/F
F-Score: 2/9
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 16%

FCF escenarios

weak_data · normalized FCF $-119.9M · quality 33.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 10/100Data 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

7/100

F

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: 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 -13.2%, below the 5% threshold
Thesis & Journal · 002109.SZLocal privado en este navegador · Shaanxi Xinghua Chemistry 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

$3.9B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-13.2%

↓

Gross Margin

-6.4%

↓

Debt/Equity

1.05

↑
52-Week Range$3
$3$6

TradingView lightweight chart

002109.SZ price, volumen y niveles de valoración

Último $3.020Periodo -37.8%
Fair value: $3.020

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

+2.9%

FCF CAGR

—

FCF margin

-3.4%

FCF / Net income

0.23x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.55B · net income $-517.5M · FCF $-119.9M

2022-FY → 2025-FY

Gross margin

-6.4%-25.3% pts

Operating margin

-12.4%-26.9% pts

Net margin

-14.6%-26.4% pts

FCF margin

-3.4%+43.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.55B$3.55B$4.06B$3.69B$3.26B
Net Income$-517.5M$-517.5M$-435.5M$-412.2M$386.1M
EBITDA$-27.6M$-27.6M$208.7M$9.3M$633.3M
EPS-0.41-0.41-0.34-0.360.37
Gross Margin-6.4%-6.4%0.7%-2.3%19.0%
Operating Margin-12.4%-12.4%-4.5%-7.5%14.6%
Net Margin-14.6%-14.6%-10.7%-11.2%11.9%
Balance Sheet
Debt/Equity1.051.050.920.760.67
Current Ratio0.700.70———
Cash Flow
Free Cash Flow$-119.9M$-119.9M$440.3M$-249.8M$-1.53B
Returns
ROE-13.2%-13.2%-9.8%-7.5%6.9%
Valuation
P/E————13.83
EV/EBITDA——31.13854.0711.62
P/B0.980.980.861.000.95
Growth & Yield
Revenue Growth-12.6%-12.6%10.0%13.3%—
EPS Growth-18.8%-18.8%5.8%-198.7%—

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 -13.7%

Total return

-13.7%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.34 → -0.41

Residual

-13.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-13.7%

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.