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002274.SZ$5.74-0.17%
Fair $5.74+0.0%

002274.SZ

Jiangsu Huachang Chemical Co., Ltd

Basic Materials / Agricultural InputsShenzhen

$5.74

-0.01 (-0.17%)

Fairly Valued+0.0%Fair Value $5.74Fund rank 30/100 · Data gapFallback financials|
SA 20/D
F-Score: 1/9
Declining RevenueMargin CompressionLow 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 20%

FCF escenarios

weak_data · normalized FCF $104.6M · quality 54.0/100

Data gap 30/100
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

20/100

D

Piotroski

1/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 3unknown: 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. Revenue has declined for 3 consecutive years Operating margin has declined for 3 consecutive years ROE is -3.9%, below the 5% threshold
Thesis & Journal · 002274.SZLocal privado en este navegador · Jiangsu Huachang Chemical 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

$5.5B

P/E

N/A

•

EV/EBITDA

31.4x

↑

ROE

-3.9%

↓

Gross Margin

4.5%

↓

Debt/Equity

0.07

↓
52-Week Range$6
$5$8

TradingView lightweight chart

002274.SZ price, volumen y niveles de valoración

Último $5.740Periodo +11.8%
Fair value: $5.740

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

-10.4%

FCF CAGR

—

FCF margin

-11.6%

FCF / Net income

3.69x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.51B · net income $-204.3M · FCF $-753.0M

2022-FY → 2025-FY

Gross margin

4.5%-13.4% pts

Operating margin

-2.5%-15.3% pts

Net margin

-3.1%-12.8% pts

FCF margin

-11.6%-24.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.51B$6.51B$7.93B$8.21B$9.04B
Net Income$-204.3M$-204.3M$521.4M$729.7M$872.1M
EBITDA$178.0M$178.0M$1.17B$1.43B$1.57B
EPS-0.21-0.210.550.770.92
Gross Margin4.5%4.5%13.9%17.4%17.9%
Operating Margin-2.5%-2.5%7.7%11.0%12.8%
Net Margin-3.1%-3.1%6.6%8.9%9.6%
Balance Sheet
Debt/Equity0.070.070.010.070.12
Current Ratio0.970.97———
Cash Flow
Free Cash Flow$-753.0M$-753.0M$104.6M$601.7M$1.17B
Returns
ROE-3.9%-3.9%9.1%13.3%17.5%
Valuation
P/E——13.8110.288.12
EV/EBITDA31.4331.435.985.104.64
P/B1.051.051.261.371.42
Growth & Yield
Revenue Growth-18.0%-18.0%-3.5%-9.2%—
EPS Growth-139.2%-139.2%-28.5%-16.3%—
Dividend Yield1.7%1.7%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 -20.4%

Total return

-20.4%

Start / end P/E

n/dx → n/dx

EPS bridge

0.55 → -0.21

Residual

-22.1%

EPS growthn/d
Multiple reratingn/d
Dividend+1.7%
Residual / FX / buybacks / cross-term-22.1%

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.