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002802.SZ$12.83-2.51%
Fair $12.83+0.0%

002802.SZ

Wuxi Honghui New Materials Technology Co., Ltd.

Basic Materials / ChemicalsShenzhen

$12.83

-0.33 (-2.51%)

Fairly Valued+0.0%Fair Value $12.83Fund rank 36/100 · Data gapFallback financials|
SA 40/C
F-Score: 4/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $76.9M · quality 72.3/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 63/100Data 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

4/9

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 · 002802.SZLocal privado en este navegador · Wuxi Honghui New Materials Technology 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

$2.3B

P/E

53.5x

↑

EV/EBITDA

32.5x

↑

ROE

6.4%

↑

Gross Margin

25.2%

↑

Debt/Equity

0.00

↓
52-Week Range$13
$11$17

TradingView lightweight chart

002802.SZ price, volumen y niveles de valoración

Último $12.83Periodo +58.2%
Fair value: $12.83

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

-8.7%

FCF CAGR

-23.3%

FCF margin

19.7%

FCF / Net income

1.88x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $393.4M · net income $41.2M · FCF $77.4M

2022-FY → 2025-FY

Gross margin

25.2%-5.1% pts

Operating margin

10.7%-5.7% pts

Net margin

10.5%-5.9% pts

FCF margin

19.7%-13.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$393.4M$393.4M$455.5M$372.8M$516.5M
Net Income$41.2M$41.2M$59.2M$50.9M$84.6M
EBITDA$67.5M$67.5M$88.4M$82.3M$121.5M
EPS0.230.230.330.280.47
Gross Margin25.2%25.2%29.2%32.1%30.3%
Operating Margin10.7%10.7%13.4%13.2%16.5%
Net Margin10.5%10.5%13.0%13.6%16.4%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Current Ratio13.4313.43———
Cash Flow
Free Cash Flow$77.4M$77.4M$16.1M$76.9M$171.9M
Returns
ROE6.4%6.4%9.5%7.6%12.3%
Valuation
P/E53.4653.4634.7044.2124.52
EV/EBITDA32.4832.4822.0126.6016.52
P/B3.593.593.283.383.00
Growth & Yield
Revenue Growth-13.6%-13.6%22.2%-27.8%—
EPS Growth-30.3%-30.3%17.9%-40.4%—
Dividend Yield0.8%0.8%———

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

70.4%

muy exigente

EPS terminal req.

$1.14

Spread vs growth

-100.7%

5Y implied EPS CAGR

43.0%

muy exigente

EPS terminal req.

$1.38

Spread vs growth

-73.3%

10Y implied EPS CAGR

25.4%

muy exigente

EPS terminal req.

$2.22

Spread vs growth

-55.7%

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 -10.3%

Total return

-10.3%

Start / end P/E

43.7x → 55.8x

EPS bridge

0.33 → 0.23

Residual

-8.4%

EPS growth-30.3%
Multiple rerating+27.7%
Dividend+0.8%
Residual / FX / buybacks / cross-term-8.4%

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.