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002377.SZ$2.98+3.83%
Fair $2.98+0.0%

002377.SZ

Hubei Guochuang Hi-tech Material Co.,Ltd

Basic Materials / Building MaterialsShenzhen

$2.98

+0.11 (+3.83%)

Fairly Valued+0.0%Fair Value $2.98Fund rank 21/100 · Data gapFallback financials|
SA 23/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 34% · confianza 14%

FCF escenarios

weak_data · normalized FCF $-39.5M · quality 27.0/100

Data gap 21/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

23/100

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 · 002377.SZLocal privado en este navegador · Hubei Guochuang Hi-tech Material 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

$2.7B

P/E

149.0x

↑

EV/EBITDA

54.0x

↑

ROE

5.1%

↑

Gross Margin

4.5%

↓

Debt/Equity

1.55

↑
52-Week Range$3
$3$4

TradingView lightweight chart

002377.SZ price, volumen y niveles de valoración

Último $2.980Periodo -55.1%
Fair value: $2.980

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

—

FCF margin

-1.8%

FCF / Net income

-2.00x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.21B · net income $19.8M · FCF $-39.5M

2022-FY → 2025-FY

Gross margin

4.5%+4.8% pts

Operating margin

1.2%+13.7% pts

Net margin

0.9%+25.4% pts

FCF margin

-1.8%-4.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.21B$2.21B$861.2M$824.4M$2.20B
Net Income$19.8M$19.8M$-49.0M$-147.1M$-540.3M
EBITDA$60.9M$60.9M$-12.4M$-99.8M$-276.6M
EPS0.020.02-0.05-0.16-0.59
Gross Margin4.5%4.5%7.9%7.3%-0.2%
Operating Margin1.2%1.2%-1.6%-8.9%-12.5%
Net Margin0.9%0.9%-5.7%-17.8%-24.5%
Balance Sheet
Debt/Equity1.551.550.750.680.99
Current Ratio1.091.09———
Cash Flow
Free Cash Flow$-39.5M$-39.5M$-91.8M$-2.9M$51.8M
Returns
ROE5.1%5.1%-8.2%-27.9%-89.4%
Valuation
P/E149.00149.00———
EV/EBITDA53.9853.98———
P/B6.986.984.464.554.09
Growth & Yield
Revenue Growth156.7%156.7%4.5%-62.5%—
EPS Growth140.4%140.4%66.6%72.9%—

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

130.5%

muy exigente

EPS terminal req.

$0.26

Spread vs growth

9.9%

5Y implied EPS CAGR

71.4%

muy exigente

EPS terminal req.

$0.32

Spread vs growth

68.9%

10Y implied EPS CAGR

37.3%

muy exigente

EPS terminal req.

$0.52

Spread vs growth

103.0%

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 +1.0%

Total return

+1.0%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.05 → 0.02

Residual

+1.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+1.0%

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.