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002201.SZ$10.86-1.81%
Fair $10.86+0.0%

002201.SZ

Jiangsu Jiuding New Material Co., Ltd.

Basic Materials / Specialty ChemicalsShenzhen

$10.86

-0.20 (-1.81%)

Fairly Valued+0.0%Fair Value $10.86Fund rank 26/100 · Data gapFallback financials|
SA 36/D
F-Score: 5/9
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 17%

FCF escenarios

weak_data · normalized FCF $6.1M · quality 42.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

36/100

D

Piotroski

5/9

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 2.7%, below the 5% threshold
Thesis & Journal · 002201.SZLocal privado en este navegador · Jiangsu Jiuding New Material 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

$7.1B

P/E

77.6x

↑

EV/EBITDA

31.8x

↑

ROE

2.7%

↑

Gross Margin

25.9%

↑

Debt/Equity

0.48

↑
52-Week Range$11
$6$17

TradingView lightweight chart

002201.SZ price, volumen y niveles de valoración

Último $10.86Periodo +133.8%
Fair value: $10.86

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

-1.7%

FCF CAGR

+113.4%

FCF margin

4.4%

FCF / Net income

2.14x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.42B · net income $29.5M · FCF $63.3M

2021-FY → 2024-FY

Gross margin

25.9%+2.9% pts

Operating margin

8.7%+1.0% pts

Net margin

2.1%-0.7% pts

FCF margin

4.4%+4.0% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$1.42B$1.42B$1.72B$1.44B$1.50B
Net Income$29.5M$29.5M$38.8M$36.5M$41.3M
EBITDA$214.1M$214.1M$290.8M$244.6M$253.1M
EPS0.050.050.060.06—
Gross Margin25.9%25.9%23.9%23.0%23.0%
Operating Margin8.7%8.7%8.8%7.6%7.7%
Net Margin2.1%2.1%2.3%2.5%2.8%
Balance Sheet
Debt/Equity0.480.480.610.610.76
Current Ratio1.071.07———
Cash Flow
Free Cash Flow$63.3M$63.3M$-24.5M$6.1M$6.5M
Returns
ROE2.7%2.7%3.6%3.5%4.1%
Valuation
P/E77.5777.57115.00215.33—
EV/EBITDA31.7731.7717.0034.3039.69
P/B5.855.854.147.529.40
Growth & Yield
Revenue Growth-17.2%-17.2%19.2%-3.7%—
EPS Growth-16.7%-16.7%0.0%——
Dividend Yield0.2%0.2%———

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

168.1%

muy exigente

EPS terminal req.

$0.96

Spread vs growth

-184.8%

5Y implied EPS CAGR

87.7%

muy exigente

EPS terminal req.

$1.17

Spread vs growth

-104.4%

10Y implied EPS CAGR

43.7%

muy exigente

EPS terminal req.

$1.88

Spread vs growth

-60.4%

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 +68.1%

Total return

+68.1%

Start / end P/E

107.8x → 217.2x

EPS bridge

0.06 → 0.05

Residual

-16.9%

EPS growth-16.7%
Multiple rerating+101.4%
Dividend+0.2%
Residual / FX / buybacks / cross-term-16.9%

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.