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002254.SZ$13.54+0.37%
Fair $13.54+0.0%

002254.SZ

Tayho Advanced Materials Group Co., Ltd.

Basic Materials / ChemicalsShenzhen

$13.54

+0.05 (+0.37%)

Fairly Valued+0.0%Fair Value $13.54Fund rank 25/100 · Data gapFallback financials|
SA 43/C
F-Score: 4/9
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 $-1.3B · quality 56.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

43/100

C

Piotroski

4/9

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 0.6%, below the 5% threshold
Thesis & Journal · 002254.SZLocal privado en este navegador · Tayho Advanced Materials Group 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

$11.6B

P/E

225.7x

↑

EV/EBITDA

15.2x

↑

ROE

0.6%

↑

Gross Margin

16.6%

↓

Debt/Equity

0.60

↑
52-Week Range$14
$9$16

TradingView lightweight chart

002254.SZ price, volumen y niveles de valoración

Último $13.54Periodo +254.5%
Fair value: $13.54

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

-1.4%

FCF CAGR

—

FCF margin

-2.0%

FCF / Net income

-1.73x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.60B · net income $41.5M · FCF $-71.9M

2022-FY → 2025-FY

Gross margin

16.6%-6.6% pts

Operating margin

2.4%-10.1% pts

Net margin

1.2%-10.5% pts

FCF margin

-2.0%+27.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.60B$3.60B$3.93B$3.93B$3.75B
Net Income$41.5M$41.5M$87.9M$333.0M$435.9M
EBITDA$888.6M$888.6M$757.2M$915.9M$870.7M
EPS0.050.050.100.390.64
Gross Margin16.6%16.6%16.0%24.2%23.1%
Operating Margin2.4%2.4%2.4%11.3%12.6%
Net Margin1.2%1.2%2.2%8.5%11.6%
Balance Sheet
Debt/Equity0.600.600.500.300.61
Current Ratio1.261.26———
Cash Flow
Free Cash Flow$-71.9M$-71.9M$-1.28B$-1.42B$-1.11B
Returns
ROE0.6%0.6%1.2%4.6%10.7%
Valuation
P/E225.67225.6788.9035.5435.14
EV/EBITDA15.2015.2011.5312.1718.62
P/B1.591.590.981.593.77
Growth & Yield
Revenue Growth-8.5%-8.5%0.1%4.7%—
EPS Growth-50.0%-50.0%-74.4%-39.1%—
Dividend Yield0.1%0.1%———

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

188.6%

muy exigente

EPS terminal req.

$1.20

Spread vs growth

-238.6%

5Y implied EPS CAGR

96.2%

muy exigente

EPS terminal req.

$1.45

Spread vs growth

-146.2%

10Y implied EPS CAGR

46.9%

muy exigente

EPS terminal req.

$2.34

Spread vs growth

-96.9%

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 +28.6%

Total return

+28.6%

Start / end P/E

105.4x → 270.8x

EPS bridge

0.10 → 0.05

Residual

-78.5%

EPS growth-50.0%
Multiple rerating+156.9%
Dividend+0.1%
Residual / FX / buybacks / cross-term-78.5%

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.