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002319.SZ$11.84+5.90%
Fair $11.84+0.0%

002319.SZ

Letong Chemical Co.,LTD

Basic Materials / Specialty ChemicalsShenzhen

$11.84

+0.66 (+5.90%)

Fairly Valued+0.0%Fair Value $11.84Fund rank 29/100 · Data gapFallback financials|
SA 17/F
F-Score: 6/9
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $17.6M · quality 56.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 57/100Data 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

17/100

F

Piotroski

6/9

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 -5.8%, below the 5% threshold
Thesis & Journal · 002319.SZLocal privado en este navegador · Letong 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

$2.5B

P/E

N/A

•

EV/EBITDA

154.7x

↑

ROE

-5.8%

↓

Gross Margin

20.6%

↑

Debt/Equity

1.14

↑
52-Week Range$12
$10$16

TradingView lightweight chart

002319.SZ price, volumen y niveles de valoración

Último $11.84Periodo -43.7%
Fair value: $11.84

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

+0.2%

FCF CAGR

+25.3%

FCF margin

4.3%

FCF / Net income

-1.74x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $406.0M · net income $-10.0M · FCF $17.4M

2022-FY → 2025-FY

Gross margin

20.6%+0.6% pts

Operating margin

1.8%+3.3% pts

Net margin

-2.5%+5.3% pts

FCF margin

4.3%+2.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$406.0M$406.0M$398.4M$386.6M$403.5M
Net Income$-10.0M$-10.0M$-24.6M$3.6M$-31.4M
EBITDA$16.5M$16.5M$10.3M$42.9M$12.2M
EPS-0.05-0.05-0.120.02-0.16
Gross Margin20.6%20.6%19.1%24.8%20.0%
Operating Margin1.8%1.8%-1.3%4.8%-1.5%
Net Margin-2.5%-2.5%-6.2%0.9%-7.8%
Balance Sheet
Debt/Equity1.141.141.112.502.65
Current Ratio0.680.68———
Cash Flow
Free Cash Flow$17.4M$17.4M$17.6M$25.0M$8.9M
Returns
ROE-5.8%-5.8%-13.9%4.6%-42.7%
Valuation
P/E———693.00—
EV/EBITDA154.74154.74226.5362.85208.38
P/B13.8113.8112.1631.7332.04
Growth & Yield
Revenue Growth1.9%1.9%3.1%-4.2%—
EPS Growth58.3%58.3%-700.0%112.5%—

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 +14.1%

Total return

+14.1%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.12 → -0.05

Residual

+14.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+14.1%

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.