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002652.SZ$5.24-1.96%
Fair $5.24+0.0%

002652.SZ

Suzhou Yangtze New Materials Co., Ltd.

Basic Materials / SteelShenzhen

$5.24

-0.11 (-1.96%)

Fairly Valued+0.0%Fair Value $5.24Fund rank 30/100 · Data gapFallback financials|
SA 25/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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $34.0M · quality 56.7/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 44/100Data 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

25/100

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 3 consecutive years ROE is -11.9%, below the 5% threshold
Thesis & Journal · 002652.SZLocal privado en este navegador · Suzhou Yangtze New 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

$2.7B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-11.9%

↓

Gross Margin

6.0%

↓

Debt/Equity

0.44

↑
52-Week Range$5
$3$7

TradingView lightweight chart

002652.SZ price, volumen y niveles de valoración

Último $5.500Periodo +102.1%
Fair value: $5.240

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

-12.2%

FCF CAGR

-19.6%

FCF margin

3.3%

FCF / Net income

-0.38x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $327.9M · net income $-28.3M · FCF $10.9M

2022-FY → 2025-FY

Gross margin

6.0%-0.0% pts

Operating margin

-2.4%-0.4% pts

Net margin

-8.6%-1.2% pts

FCF margin

3.3%-1.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$327.9M$327.9M$340.4M$434.6M$483.9M
Net Income$-28.3M$-28.3M$7.0M$31.9M$-36.2M
EBITDA$-9.1M$-9.1M$36.7M$63.4M$-4.2M
EPS-0.06-0.060.010.06-0.07
Gross Margin6.0%6.0%7.3%7.1%6.1%
Operating Margin-2.4%-2.4%-1.3%-0.4%-2.0%
Net Margin-8.6%-8.6%2.1%7.3%-7.5%
Balance Sheet
Debt/Equity0.440.440.450.621.21
Current Ratio0.940.94———
Cash Flow
Free Cash Flow$10.9M$10.9M$60.3M$34.0M$20.9M
Returns
ROE-11.9%-11.9%2.6%12.3%-15.9%
Valuation
P/E——263.0051.92—
EV/EBITDA——52.6328.65—
P/B10.3910.396.926.396.16
Growth & Yield
Revenue Growth-3.7%-3.7%-21.7%-10.2%—
EPS Growth-700.0%-700.0%-84.0%189.1%—

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 +83.9%

Total return

+83.9%

Start / end P/E

n/dx → n/dx

EPS bridge

0.01 → -0.06

Residual

+83.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+83.9%

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.