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002915.SZ$19.24+1.37%
Fair $19.24+0.0%

002915.SZ

Zhejiang Zhongxin Fluoride Materials Co.,Ltd

Basic Materials / Specialty ChemicalsShenzhen

$19.24

+0.26 (+1.37%)

Fairly Valued+0.0%Fair Value $19.24Fund rank 25/100 · Data gapFallback financials|
SA 18/F
F-Score: 6/9
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 $-182.4M · quality 51.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

18/100

F

Piotroski

6/9

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 1.4%, below the 5% threshold
Thesis & Journal · 002915.SZLocal privado en este navegador · Zhejiang Zhongxin Fluoride 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

$6.5B

P/E

641.3x

↑

EV/EBITDA

31.3x

↑

ROE

1.4%

↑

Gross Margin

15.4%

↓

Debt/Equity

1.03

↑
52-Week Range$19
$17$33

TradingView lightweight chart

002915.SZ price, volumen y niveles de valoración

Último $19.24Periodo +336.3%
Fair value: $19.24

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

-0.7%

FCF CAGR

—

FCF margin

-8.6%

FCF / Net income

-7.20x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.57B · net income $18.8M · FCF $-135.5M

2022-FY → 2025-FY

Gross margin

15.4%-7.2% pts

Operating margin

3.1%-10.7% pts

Net margin

1.2%-10.3% pts

FCF margin

-8.6%+0.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.57B$1.57B$1.40B$1.34B$1.60B
Net Income$18.8M$18.8M$-185.5M$-188.2M$184.9M
EBITDA$234.1M$234.1M$-12.7M$-16.4M$329.5M
EPS0.060.06-0.57-0.570.56
Gross Margin15.4%15.4%8.3%13.6%22.6%
Operating Margin3.1%3.1%-3.5%2.2%13.8%
Net Margin1.2%1.2%-13.2%-14.0%11.5%
Balance Sheet
Debt/Equity1.031.030.920.630.37
Current Ratio0.910.91———
Cash Flow
Free Cash Flow$-135.5M$-135.5M$-182.4M$-430.2M$-146.2M
Returns
ROE1.4%1.4%-14.3%-12.7%10.7%
Valuation
P/E641.33641.33——35.20
EV/EBITDA31.2931.29——20.08
P/B4.764.763.113.683.75
Growth & Yield
Revenue Growth11.9%11.9%4.5%-16.2%—
EPS Growth110.2%110.2%1.0%-201.7%—

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

209.1%

muy exigente

EPS terminal req.

$1.71

Spread vs growth

-98.9%

5Y implied EPS CAGR

104.5%

muy exigente

EPS terminal req.

$2.07

Spread vs growth

5.7%

10Y implied EPS CAGR

50.0%

muy exigente

EPS terminal req.

$3.33

Spread vs growth

60.2%

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 -18.9%

Total return

-18.9%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.57 → 0.06

Residual

-18.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-18.9%

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.