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002526.SZ$3.12-0.32%
Fair $3.12+0.0%

002526.SZ

Shandong Mining Machinery Group Co., Ltd.

Industrials / Specialty Industrial MachineryShenzhen

$3.12

-0.01 (-0.32%)

Fairly Valued+0.0%Fair Value $3.12Fund rank 26/100 · Data gapFallback financials|
SA 38/D
F-Score: 4/9
Declining RevenueLow 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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $-228.3M · quality 59.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data 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

38/100

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: 2unknown: 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 2 consecutive years ROE is 3.8%, below the 5% threshold
Thesis & Journal · 002526.SZLocal privado en este navegador · Shandong Mining Machinery Group 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

$5.6B

P/E

62.4x

↑

EV/EBITDA

18.2x

↑

ROE

3.8%

↓

Gross Margin

21.1%

↓

Debt/Equity

0.08

↓
52-Week Range$3
$3$5

TradingView lightweight chart

002526.SZ price, volumen y niveles de valoración

Último $3.120Periodo -47.2%
Fair value: $3.120

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

-4.0%

FCF CAGR

—

FCF margin

-10.7%

FCF / Net income

-1.86x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.13B · net income $122.6M · FCF $-228.3M

2022-FY → 2025-FY

Gross margin

21.1%-1.9% pts

Operating margin

5.5%-5.2% pts

Net margin

5.8%+1.0% pts

FCF margin

-10.7%+5.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.13B$2.13B$2.38B$2.70B$2.40B
Net Income$122.6M$122.6M$113.4M$171.8M$115.3M
EBITDA$276.7M$276.7M$240.1M$312.0M$236.9M
EPS0.070.070.060.100.07
Gross Margin21.1%21.1%21.2%23.7%23.0%
Operating Margin5.5%5.5%6.6%10.9%10.7%
Net Margin5.8%5.8%4.8%6.4%4.8%
Balance Sheet
Debt/Equity0.080.080.100.150.14
Current Ratio1.741.74———
Cash Flow
Free Cash Flow$-228.3M$-228.3M$-13.6M$-429.6M$-386.3M
Returns
ROE3.8%3.8%3.6%5.6%4.0%
Valuation
P/E62.4062.4055.0028.3032.14
EV/EBITDA18.2518.2524.5315.3415.43
P/B1.691.692.001.601.29
Growth & Yield
Revenue Growth-10.6%-10.6%-11.8%12.2%—
EPS Growth16.7%16.7%-40.0%42.9%—
Dividend Yield0.3%0.3%———

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

58.1%

muy exigente

EPS terminal req.

$0.28

Spread vs growth

-41.5%

5Y implied EPS CAGR

36.8%

muy exigente

EPS terminal req.

$0.33

Spread vs growth

-20.1%

10Y implied EPS CAGR

22.7%

exigente

EPS terminal req.

$0.54

Spread vs growth

-6.0%

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 -18.0%

Total return

-18.0%

Start / end P/E

63.7x → 44.6x

EPS bridge

0.06 → 0.07

Residual

-5.0%

EPS growth+16.7%
Multiple rerating-30.0%
Dividend+0.3%
Residual / FX / buybacks / cross-term-5.0%

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.