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002753.SZ$6.67+3.73%
Fair $6.67+0.0%

002753.SZ

Shanxi Yongdong Chemistry Industry Co., Ltd.

Basic Materials / Specialty ChemicalsShenzhen

$6.67

+0.24 (+3.73%)

Fairly Valued+0.0%Fair Value $6.67Fund rank 27/100 · Data gapFallback financials|
SA 29/D
F-Score: 3/9
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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $34.8M · quality 45.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

29/100

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: 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 2 consecutive years ROE is 1.5%, below the 5% threshold
Thesis & Journal · 002753.SZLocal privado en este navegador · Shanxi Yongdong Chemistry Industry 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

$2.9B

P/E

222.3x

↑

EV/EBITDA

16.4x

↑

ROE

1.5%

↑

Gross Margin

3.6%

↓

Debt/Equity

0.32

↑
52-Week Range$7
$6$9

TradingView lightweight chart

002753.SZ price, volumen y niveles de valoración

Último $6.670Periodo +15.3%
Fair value: $6.670

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

-5.1%

FCF CAGR

—

FCF margin

0.9%

FCF / Net income

0.89x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.85B · net income $38.9M · FCF $34.8M

2022-FY → 2025-FY

Gross margin

3.6%-0.8% pts

Operating margin

1.7%-0.2% pts

Net margin

1.0%+0.1% pts

FCF margin

0.9%+8.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.85B$3.85B$4.23B$4.56B$4.50B
Net Income$38.9M$38.9M$111.4M$101.4M$39.4M
EBITDA$171.2M$171.2M$235.0M$232.7M$150.1M
EPS0.100.100.290.260.10
Gross Margin3.6%3.6%5.5%5.6%4.4%
Operating Margin1.7%1.7%3.8%3.3%1.9%
Net Margin1.0%1.0%2.6%2.2%0.9%
Balance Sheet
Debt/Equity0.320.320.310.330.41
Cash Flow
Free Cash Flow$34.8M$34.8M$8.4M$128.0M$-333.1M
Returns
ROE1.5%1.5%4.8%4.4%1.8%
Valuation
P/E222.33222.3320.6331.1880.93
EV/EBITDA16.4016.4012.4016.0726.53
P/B0.940.940.981.371.45
Growth & Yield
Revenue Growth-8.9%-8.9%-7.3%1.3%—
EPS Growth-63.8%-63.8%8.9%150.7%—
Dividend Yield0.7%0.7%———

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

78.8%

muy exigente

EPS terminal req.

$0.59

Spread vs growth

-142.6%

5Y implied EPS CAGR

47.2%

muy exigente

EPS terminal req.

$0.72

Spread vs growth

-111.0%

10Y implied EPS CAGR

27.3%

muy exigente

EPS terminal req.

$1.15

Spread vs growth

-91.1%

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 -1.1%

Total return

-1.1%

Start / end P/E

23.7x → 64.4x

EPS bridge

0.29 → 0.10

Residual

-109.6%

EPS growth-63.8%
Multiple rerating+171.7%
Dividend+0.7%
Residual / FX / buybacks / cross-term-109.6%

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.