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002746.SZ$5.94-3.73%
Fair $5.94+0.0%

002746.SZ

Shandong Xiantan Group Co., Ltd.

Consumer Defensive / Farm ProductsShenzhen

$5.94

-0.23 (-3.73%)

Fairly Valued+0.0%Fair Value $5.94Fund rank 24/100 · Data gapFallback financials|
SA 40/C
F-Score: 7/9

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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-127.7M · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 11/100Data 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

40/100

C

Piotroski

7/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 002746.SZLocal privado en este navegador · Shandong Xiantan 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

$5.1B

P/E

19.8x

↑

EV/EBITDA

5.3x

↓

ROE

5.3%

↓

Gross Margin

6.5%

↓

Debt/Equity

0.52

↑
52-Week Range$6
$6$7

TradingView lightweight chart

002746.SZ price, volumen y niveles de valoración

Último $6.170Periodo +210.5%
Fair value: $5.940

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

+4.2%

FCF CAGR

—

FCF margin

1.4%

FCF / Net income

0.33x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.77B · net income $243.0M · FCF $80.7M

2022-FY → 2025-FY

Gross margin

6.5%+3.6% pts

Operating margin

4.6%+3.6% pts

Net margin

4.2%+1.7% pts

FCF margin

1.4%+1.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.77B$5.77B$5.29B$5.78B$5.10B
Net Income$243.0M$243.0M$206.1M$225.9M$128.4M
EBITDA$749.9M$749.9M$613.0M$515.9M$368.6M
EPS0.280.280.240.260.15
Gross Margin6.5%6.5%5.2%3.8%2.9%
Operating Margin4.6%4.6%2.9%1.8%1.0%
Net Margin4.2%4.2%3.9%3.9%2.5%
Balance Sheet
Debt/Equity0.520.520.400.230.13
Current Ratio1.751.75———
Cash Flow
Free Cash Flow$80.7M$80.7M$-430.9M$-127.7M$-22.4M
Returns
ROE5.3%5.3%4.4%4.9%2.9%
Valuation
P/E19.8019.8023.7526.1960.60
EV/EBITDA5.255.254.668.6420.34
P/B1.121.121.051.291.75
Growth & Yield
Revenue Growth9.1%9.1%-8.5%13.3%—
EPS Growth16.7%16.7%-7.7%73.3%—
Dividend Yield4.9%4.9%———

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

23.5%

exigente

EPS terminal req.

$0.53

Spread vs growth

-6.8%

5Y implied EPS CAGR

17.9%

exigente

EPS terminal req.

$0.64

Spread vs growth

-1.2%

10Y implied EPS CAGR

13.9%

razonable

EPS terminal req.

$1.03

Spread vs growth

2.8%

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 +2.7%

Total return

+2.7%

Start / end P/E

25.3x → 21.2x

EPS bridge

0.24 → 0.28

Residual

-2.7%

EPS growth+16.7%
Multiple rerating-16.1%
Dividend+4.9%
Residual / FX / buybacks / cross-term-2.7%

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.