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002748.SZ$11.46+3.62%
Fair $11.46+0.0%

002748.SZ

Jiangxi Selon Industrial Co., Ltd.

Basic Materials / ChemicalsShenzhen

$11.46

+0.40 (+3.62%)

Fairly Valued+0.0%Fair Value $11.46Fund rank 25/100 · Data gapFallback financials|
SA 37/D
F-Score: 5/9
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 17%

FCF escenarios

weak_data · normalized FCF $4.3M · quality 42.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

37/100

D

Piotroski

5/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is 4.1%, below the 5% threshold
Thesis & Journal · 002748.SZLocal privado en este navegador · Jiangxi Selon Industrial 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

$2.8B

P/E

38.2x

↑

EV/EBITDA

14.0x

↑

ROE

4.1%

↑

Gross Margin

13.9%

↓

Debt/Equity

0.31

↑
52-Week Range$11
$9$17

TradingView lightweight chart

002748.SZ price, volumen y niveles de valoración

Último $11.46Periodo +3.5%
Fair value: $11.46

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

-8.2%

FCF CAGR

—

FCF margin

-8.5%

FCF / Net income

-2.94x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.00B · net income $57.6M · FCF $-169.6M

2022-FY → 2025-FY

Gross margin

13.9%-3.8% pts

Operating margin

4.9%-4.6% pts

Net margin

2.9%-4.1% pts

FCF margin

-8.5%-8.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.00B$2.00B$1.98B$2.09B$2.59B
Net Income$57.6M$57.6M$26.2M$18.3M$180.2M
EBITDA$220.9M$220.9M$174.0M$172.1M$355.8M
EPS0.240.240.110.080.75
Gross Margin13.9%13.9%13.3%10.6%17.7%
Operating Margin4.9%4.9%3.5%1.1%9.4%
Net Margin2.9%2.9%1.3%0.9%7.0%
Balance Sheet
Debt/Equity0.310.310.230.240.25
Current Ratio0.960.96———
Cash Flow
Free Cash Flow$-169.6M$-169.6M$4.3M$28.1M$9.0M
Returns
ROE4.1%4.1%1.9%1.4%13.4%
Valuation
P/E38.2038.2072.29133.5513.79
EV/EBITDA13.9613.9611.9715.107.50
P/B1.981.981.411.821.85
Growth & Yield
Revenue Growth1.0%1.0%-5.1%-19.3%—
EPS Growth120.2%120.2%43.4%-89.9%—
Dividend Yield1.2%1.2%———

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

61.8%

muy exigente

EPS terminal req.

$1.02

Spread vs growth

58.4%

5Y implied EPS CAGR

38.7%

muy exigente

EPS terminal req.

$1.23

Spread vs growth

81.5%

10Y implied EPS CAGR

23.5%

exigente

EPS terminal req.

$1.98

Spread vs growth

96.7%

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 +23.6%

Total return

+23.6%

Start / end P/E

85.9x → 47.8x

EPS bridge

0.11 → 0.24

Residual

-53.4%

EPS growth+120.2%
Multiple rerating-44.4%
Dividend+1.2%
Residual / FX / buybacks / cross-term-53.4%

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.