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002676.SZ$5.52+3.56%
Fair $5.52+0.0%

002676.SZ

Guangdong Sunwill Precising Plastic Co.,Ltd

Basic Materials / Specialty ChemicalsShenzhen

$5.52

+0.19 (+3.56%)

Fairly Valued+0.0%Fair Value $5.52Fund rank 26/100 · Data gapFallback financials|
SA 38/D
F-Score: 8/9

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 19%

FCF escenarios

weak_data · normalized FCF $27.9M · quality 39.3/100

Data gap 26/100
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

38/100

D

Piotroski

8/9

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 · 002676.SZLocal privado en este navegador · Guangdong Sunwill Precising Plastic 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

$4.0B

P/E

46.0x

↑

EV/EBITDA

17.3x

↑

ROE

6.0%

↑

Gross Margin

19.9%

↑

Debt/Equity

1.17

↑
52-Week Range$6
$5$13

TradingView lightweight chart

002676.SZ price, volumen y niveles de valoración

Último $5.520Periodo +61.6%
Fair value: $5.520

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

+11.4%

FCF CAGR

—

FCF margin

4.2%

FCF / Net income

1.54x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.90B · net income $79.7M · FCF $123.0M

2022-FY → 2025-FY

Gross margin

19.9%+3.0% pts

Operating margin

5.1%+1.7% pts

Net margin

2.7%+0.7% pts

FCF margin

4.2%+4.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.90B$2.90B$2.70B$2.27B$2.10B
Net Income$79.7M$79.7M$54.2M$35.2M$42.3M
EBITDA$297.2M$297.2M$223.2M$143.5M$145.6M
EPS0.110.110.080.050.06
Gross Margin19.9%19.9%18.9%18.0%16.9%
Operating Margin5.1%5.1%4.7%3.2%3.4%
Net Margin2.7%2.7%2.0%1.6%2.0%
Balance Sheet
Debt/Equity1.171.171.230.570.53
Current Ratio1.611.61———
Cash Flow
Free Cash Flow$123.0M$123.0M$12.9M$27.9M$-10.4M
Returns
ROE6.0%6.0%4.4%3.0%3.7%
Valuation
P/E46.0046.0074.0795.5070.24
EV/EBITDA17.3517.3522.9426.5523.29
P/B3.003.003.242.852.60
Growth & Yield
Revenue Growth7.6%7.6%19.0%7.9%—
EPS Growth47.2%47.2%53.8%-16.8%—
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

64.2%

muy exigente

EPS terminal req.

$0.49

Spread vs growth

-17.0%

5Y implied EPS CAGR

39.9%

muy exigente

EPS terminal req.

$0.59

Spread vs growth

7.3%

10Y implied EPS CAGR

24.0%

exigente

EPS terminal req.

$0.95

Spread vs growth

23.2%

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 -8.5%

Total return

-8.5%

Start / end P/E

80.6x → 49.9x

EPS bridge

0.08 → 0.11

Residual

-18.0%

EPS growth+47.2%
Multiple rerating-38.1%
Dividend+0.4%
Residual / FX / buybacks / cross-term-18.0%

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.