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002167.SZ$13.01-2.91%
Fair $13.01+0.0%

002167.SZ

Guangdong Orient Zirconic Ind Sci & Tech Co.,Ltd

Basic Materials / ChemicalsShenzhen

$13.01

-0.39 (-2.91%)

Fairly Valued+0.0%Fair Value $13.01Fund rank 29/100 · Data gapFallback financials|
SA 45/C
F-Score: 7/9
Margin Compression

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 $-252.8M · quality 51.3/100

Data gap 29/100
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

45/100

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: 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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 002167.SZLocal privado en este navegador · Guangdong Orient Zirconic Ind Sci & Tech 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

$10.1B

P/E

185.9x

↑

EV/EBITDA

36.4x

↑

ROE

10.3%

↑

Gross Margin

10.4%

↓

Debt/Equity

0.42

↑
52-Week Range$13
$9$17

TradingView lightweight chart

002167.SZ price, volumen y niveles de valoración

Último $13.01Periodo +91.1%
Fair value: $13.01

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+6.3%

FCF CAGR

+60.8%

FCF margin

41.6%

FCF / Net income

3.63x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.54B · net income $176.9M · FCF $641.2M

2021-FY → 2024-FY

Gross margin

10.4%-13.9% pts

Operating margin

-2.6%-13.0% pts

Net margin

11.5%-0.2% pts

FCF margin

41.6%+29.6% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$1.54B$1.54B$1.45B$1.37B$1.29B
Net Income$176.9M$176.9M$-77.6M$99.1M$150.5M
EBITDA$280.3M$280.3M$20.0M$199.0M$262.4M
EPS0.230.23-0.100.140.21
Gross Margin10.4%10.4%13.9%22.7%24.2%
Operating Margin-2.6%-2.6%-1.7%8.1%10.4%
Net Margin11.5%11.5%-5.4%7.2%11.7%
Balance Sheet
Debt/Equity0.420.420.580.430.27
Current Ratio2.642.64———
Cash Flow
Free Cash Flow$641.2M$641.2M$-252.8M$-288.1M$154.2M
Returns
ROE10.3%10.3%-5.4%6.8%11.9%
Valuation
P/E185.86185.86—43.5037.00
EV/EBITDA36.3536.35270.8021.7322.02
P/B5.855.853.542.974.39
Growth & Yield
Revenue Growth6.7%6.7%5.6%6.5%—
EPS Growth330.0%330.0%-171.4%-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

71.2%

muy exigente

EPS terminal req.

$1.15

Spread vs growth

258.8%

5Y implied EPS CAGR

43.4%

muy exigente

EPS terminal req.

$1.40

Spread vs growth

286.6%

10Y implied EPS CAGR

25.6%

muy exigente

EPS terminal req.

$2.25

Spread vs growth

304.4%

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 +43.3%

Total return

+43.3%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.10 → 0.23

Residual

+43.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+43.3%

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.