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002476.SZ$5.35+2.29%
Fair $5.35+0.0%

002476.SZ

Shandong Polymer Biochemicals Co., Ltd.

Basic Materials / ChemicalsShenzhen

$5.35

+0.12 (+2.29%)

Fairly Valued+0.0%Fair Value $5.35Fund rank 27/100 · Data gapFallback financials|
SA 44/C
F-Score: 4/9
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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $24.6M · quality 47.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

44/100

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: 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 3.3%, below the 5% threshold
Thesis & Journal · 002476.SZLocal privado en este navegador · Shandong Polymer Biochemicals 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

$3.3B

P/E

107.0x

↑

EV/EBITDA

48.9x

↑

ROE

3.3%

↑

Gross Margin

17.5%

↓

Debt/Equity

0.02

↓
52-Week Range$5
$4$8

TradingView lightweight chart

002476.SZ price, volumen y niveles de valoración

Último $5.350Periodo -21.3%
Fair value: $5.350

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

+0.6%

FCF CAGR

—

FCF margin

0.8%

FCF / Net income

0.15x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $603.3M · net income $31.3M · FCF $4.7M

2022-FY → 2025-FY

Gross margin

17.5%-4.4% pts

Operating margin

4.4%-0.5% pts

Net margin

5.2%+0.2% pts

FCF margin

0.8%+16.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$603.3M$603.3M$538.7M$387.3M$592.3M
Net Income$31.3M$31.3M$56.4M$5.2M$29.7M
EBITDA$57.1M$57.1M$84.5M$35.9M$66.4M
EPS0.050.050.090.010.05
Gross Margin17.5%17.5%18.4%16.8%21.9%
Operating Margin4.4%4.4%3.7%-6.2%4.9%
Net Margin5.2%5.2%10.5%1.4%5.0%
Balance Sheet
Debt/Equity0.020.020.040.020.01
Current Ratio5.685.68———
Cash Flow
Free Cash Flow$4.7M$4.7M$24.6M$114.0M$-93.2M
Returns
ROE3.3%3.3%6.1%0.6%3.4%
Valuation
P/E107.00107.0043.11739.53113.81
EV/EBITDA48.9348.9324.06100.9046.45
P/B3.443.442.624.413.89
Growth & Yield
Revenue Growth12.0%12.0%39.1%-34.6%—
EPS Growth-44.4%-44.4%970.9%-82.3%—
Dividend Yield0.2%0.2%———

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

110.1%

muy exigente

EPS terminal req.

$0.47

Spread vs growth

-154.5%

5Y implied EPS CAGR

62.2%

muy exigente

EPS terminal req.

$0.57

Spread vs growth

-106.6%

10Y implied EPS CAGR

33.6%

muy exigente

EPS terminal req.

$0.93

Spread vs growth

-78.0%

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 +19.3%

Total return

+19.3%

Start / end P/E

48.8x → 104.5x

EPS bridge

0.09 → 0.05

Residual

-50.8%

EPS growth-44.4%
Multiple rerating+114.3%
Dividend+0.2%
Residual / FX / buybacks / cross-term-50.8%

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.