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002267.SZ$7.58-1.69%
Fair $7.58+0.0%

002267.SZ

Shaanxi Provincial Natural Gas Co.,Ltd

Energy / Oil & Gas MidstreamShenzhen

$7.58

-0.13 (-1.69%)

Fairly Valued+0.0%Fair Value $7.58Fund rank 33/100 · Data gapFallback financials|
SA 37/D
F-Score: 4/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $491.0M · quality 67.3/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 60/100Data 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

37/100

D

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: 0unknown: 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.
Thesis & Journal · 002267.SZLocal privado en este navegador · Shaanxi Provincial Natural Gas 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

$8.4B

P/E

16.8x

↑

EV/EBITDA

7.5x

↓

ROE

8.8%

↑

Gross Margin

14.2%

↓

Debt/Equity

0.60

↑
52-Week Range$8
$7$10

TradingView lightweight chart

002267.SZ price, volumen y niveles de valoración

Último $7.710Periodo +45.6%
Fair value: $7.580

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

+0.3%

FCF CAGR

-3.2%

FCF margin

6.6%

FCF / Net income

0.97x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.60B · net income $583.9M · FCF $568.9M

2022-FY → 2025-FY

Gross margin

14.2%+1.1% pts

Operating margin

9.4%-0.2% pts

Net margin

6.8%-0.4% pts

FCF margin

6.6%-0.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$8.60B$8.60B$9.03B$7.81B$8.51B
Net Income$583.9M$583.9M$724.0M$544.3M$615.5M
EBITDA$1.52B$1.52B$1.65B$1.38B$1.37B
EPS0.530.530.650.490.55
Gross Margin14.2%14.2%15.1%13.5%13.1%
Operating Margin9.4%9.4%10.8%9.2%9.7%
Net Margin6.8%6.8%8.0%7.0%7.2%
Balance Sheet
Debt/Equity0.600.600.640.360.37
Current Ratio0.320.32———
Cash Flow
Free Cash Flow$568.9M$568.9M$491.0M$86.4M$626.3M
Returns
ROE8.8%8.8%11.3%7.1%9.7%
Valuation
P/E16.8416.8412.4315.4113.03
EV/EBITDA7.547.547.287.476.76
P/B1.271.271.401.101.27
Growth & Yield
Revenue Growth-4.8%-4.8%15.6%-8.2%—
EPS Growth-19.3%-19.3%33.0%-11.6%—
Dividend Yield9.7%9.7%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

8.6%

razonable

EPS terminal req.

$0.67

Spread vs growth

-27.9%

5Y implied EPS CAGR

9.2%

razonable

EPS terminal req.

$0.81

Spread vs growth

-28.5%

10Y implied EPS CAGR

9.6%

razonable

EPS terminal req.

$1.31

Spread vs growth

-28.9%

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 -8.4%

Total return

-8.4%

Start / end P/E

14.2x → 14.4x

EPS bridge

0.65 → 0.53

Residual

-0.3%

EPS growth-19.3%
Multiple rerating+1.5%
Dividend+9.7%
Residual / FX / buybacks / cross-term-0.3%

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.