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002735.SZ$14.71+1.73%
Fair $14.71+0.0%

002735.SZ

Shenzhen Prince New Materials Co.,Ltd.

Consumer Cyclical / Packaging & ContainersShenzhen

$14.71

+0.25 (+1.73%)

Fairly Valued+0.0%Fair Value $14.71Fund rank 28/100 · Data gapFallback financials|
SA 26/D
F-Score: 3/9
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 $-232.7M · quality 49.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

26/100

D

Piotroski

3/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is -10.1%, below the 5% threshold
Thesis & Journal · 002735.SZLocal privado en este navegador · Shenzhen Prince 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

$5.5B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-10.1%

↓

Gross Margin

13.6%

↓

Debt/Equity

0.40

↓
52-Week Range$15
$13$24

TradingView lightweight chart

002735.SZ price, volumen y niveles de valoración

Último $14.46Periodo +262.5%
Fair value: $14.71

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

+7.2%

FCF CAGR

—

FCF margin

-10.8%

FCF / Net income

1.47x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.16B · net income $-158.3M · FCF $-232.7M

2022-FY → 2025-FY

Gross margin

13.6%-4.1% pts

Operating margin

-0.3%-4.1% pts

Net margin

-7.3%-11.4% pts

FCF margin

-10.8%-12.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.16B$2.16B$1.99B$1.77B$1.75B
Net Income$-158.3M$-158.3M$-68.5M$60.4M$70.3M
EBITDA$-63.5M$-63.5M$15.2M$176.3M$171.9M
EPS-0.42-0.42-0.180.200.33
Gross Margin13.6%13.6%16.8%20.1%17.7%
Operating Margin-0.3%-0.3%3.0%5.7%3.8%
Net Margin-7.3%-7.3%-3.4%3.4%4.0%
Balance Sheet
Debt/Equity0.400.400.270.240.43
Current Ratio1.461.46———
Cash Flow
Free Cash Flow$-232.7M$-232.7M$-267.5M$-11.7M$22.0M
Returns
ROE-10.1%-10.1%-4.0%3.3%8.1%
Valuation
P/E———63.9049.35
EV/EBITDA——225.0218.5221.58
P/B3.543.541.892.133.98
Growth & Yield
Revenue Growth8.5%8.5%12.2%1.3%—
EPS Growth-133.3%-133.3%-190.0%-39.4%—
Dividend Yield0.1%0.1%———

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 -3.5%

Total return

-3.5%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.18 → -0.42

Residual

-3.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.1%
Residual / FX / buybacks / cross-term-3.6%

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.