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002392.SZ$8.00-0.62%
Fair $8.00+0.0%

002392.SZ

Beijing Lier High-temperature Materials Co.,Ltd.

Industrials / Metal FabricationShenzhen

$8.00

-0.05 (-0.62%)

Fairly Valued+0.0%Fair Value $8.00Fund rank 28/100 · Data gapFallback financials|
SA 51/C
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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $81.6M · quality 47.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 24/100Data 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

51/100

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: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 002392.SZLocal privado en este navegador · Beijing Lier High-temperature Materials 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

$9.5B

P/E

23.5x

↑

EV/EBITDA

13.8x

↑

ROE

6.9%

↑

Gross Margin

14.2%

↓

Debt/Equity

0.11

↓
52-Week Range$8
$6$11

TradingView lightweight chart

002392.SZ price, volumen y niveles de valoración

Último $8.050Periodo +25.2%
Fair value: $8.000

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

+13.9%

FCF CAGR

-41.9%

FCF margin

1.2%

FCF / Net income

0.20x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.97B · net income $401.0M · FCF $81.6M

2022-FY → 2025-FY

Gross margin

14.2%-2.9% pts

Operating margin

5.6%-1.1% pts

Net margin

5.8%+0.3% pts

FCF margin

1.2%-7.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.97B$6.97B$6.33B$5.67B$4.72B
Net Income$401.0M$401.0M$318.6M$391.6M$256.3M
EBITDA$617.7M$617.7M$527.5M$597.5M$414.5M
EPS0.340.340.270.330.22
Gross Margin14.2%14.2%14.4%18.4%17.1%
Operating Margin5.6%5.6%6.9%10.1%6.7%
Net Margin5.8%5.8%5.0%6.9%5.4%
Balance Sheet
Debt/Equity0.110.110.090.060.01
Current Ratio1.921.92———
Cash Flow
Free Cash Flow$81.6M$81.6M$126.4M$-224.3M$416.6M
Returns
ROE6.9%6.9%5.9%7.5%5.2%
Valuation
P/E23.5323.5316.6711.6116.27
EV/EBITDA13.7613.768.766.878.74
P/B1.621.620.990.870.85
Growth & Yield
Revenue Growth10.2%10.2%11.7%20.1%—
EPS Growth25.9%25.9%-18.2%50.0%—
Dividend Yield0.4%0.4%———

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

27.8%

muy exigente

EPS terminal req.

$0.71

Spread vs growth

-1.9%

5Y implied EPS CAGR

20.4%

exigente

EPS terminal req.

$0.86

Spread vs growth

5.6%

10Y implied EPS CAGR

15.1%

exigente

EPS terminal req.

$1.38

Spread vs growth

10.9%

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 +29.2%

Total return

+29.2%

Start / end P/E

23.0x → 23.5x

EPS bridge

0.27 → 0.34

Residual

+0.6%

EPS growth+25.9%
Multiple rerating+2.3%
Dividend+0.4%
Residual / FX / buybacks / cross-term+0.6%

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.