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002234.SZ$7.97+8.29%
Fair $7.97+0.0%

002234.SZ

Shandong Minhe Animal Husbandry Co., Ltd.

Consumer Defensive / Farm ProductsShenzhen

$7.97

+0.61 (+8.29%)

Fairly Valued+0.0%Fair Value $7.97Fund rank 29/100 · Data gapFallback financials|
SA 11/F
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 21%

FCF escenarios

weak_data · normalized FCF $-312.6M · quality 57.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 34/100Data 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

11/100

F

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is -15.2%, below the 5% threshold
Thesis & Journal · 002234.SZLocal privado en este navegador · Shandong Minhe Animal Husbandry 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

$2.8B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-15.2%

↓

Gross Margin

4.8%

↓

Debt/Equity

0.82

↑
52-Week Range$8
$7$10

TradingView lightweight chart

002234.SZ price, volumen y niveles de valoración

Último $7.970Periodo -24.9%
Fair value: $7.970

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

+10.3%

FCF CAGR

—

FCF margin

-0.5%

FCF / Net income

0.04x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.16B · net income $-268.5M · FCF $-10.5M

2022-FY → 2025-FY

Gross margin

4.8%+12.3% pts

Operating margin

-6.1%+16.0% pts

Net margin

-12.4%+15.7% pts

FCF margin

-0.5%+31.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.16B$2.16B$2.16B$2.07B$1.61B
Net Income$-268.5M$-268.5M$-249.1M$-386.3M$-452.1M
EBITDA$-33.4M$-33.4M$-41.3M$-207.6M$-289.1M
EPS-0.77-0.77-0.71-1.11-1.30
Gross Margin4.8%4.8%8.1%3.3%-7.5%
Operating Margin-6.1%-6.1%-5.1%-11.8%-22.2%
Net Margin-12.4%-12.4%-11.5%-18.6%-28.1%
Balance Sheet
Debt/Equity0.820.820.730.490.38
Current Ratio0.780.78———
Cash Flow
Free Cash Flow$-10.5M$-10.5M$-312.6M$-415.8M$-515.1M
Returns
ROE-15.2%-15.2%-12.2%-16.9%-16.9%
Valuation
P/B1.571.571.431.762.35
Growth & Yield
Revenue Growth0.1%0.1%4.1%29.0%—
EPS Growth-8.5%-8.5%36.0%14.6%—

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 -5.9%

Total return

-5.9%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.71 → -0.77

Residual

-5.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-5.9%

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.