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002942.SZ$17.20-3.04%
Fair $17.20+0.0%

002942.SZ

Zhejiang XinNong Chemical Co.,Ltd.

Basic Materials / Agricultural InputsShenzhen

$17.20

-0.54 (-3.04%)

Fairly Valued+0.0%Fair Value $17.20Fund rank 34/100 · Data gapFallback financials|
SA 43/C
F-Score: 8/9

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 $82.5M · quality 66.7/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 57/100Data 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

43/100

C

Piotroski

8/9

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 · 002942.SZLocal privado en este navegador · Zhejiang XinNong Chemical 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

$2.7B

P/E

26.5x

↑

EV/EBITDA

15.2x

↑

ROE

7.8%

↑

Gross Margin

30.8%

↑

Debt/Equity

0.00

↓
52-Week Range$17
$16$28

TradingView lightweight chart

002942.SZ price, volumen y niveles de valoración

Último $17.20Periodo +8.3%
Fair value: $17.20

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

-3.9%

FCF CAGR

+24.6%

FCF margin

7.4%

FCF / Net income

0.86x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.11B · net income $95.4M · FCF $82.5M

2022-FY → 2025-FY

Gross margin

30.8%+5.3% pts

Operating margin

10.9%+2.8% pts

Net margin

8.6%+0.5% pts

FCF margin

7.4%+4.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.11B$1.11B$962.3M$821.0M$1.25B
Net Income$95.4M$95.4M$57.7M$-25.4M$101.4M
EBITDA$158.0M$158.0M$116.0M$20.4M$156.9M
EPS0.620.620.38-0.170.66
Gross Margin30.8%30.8%27.6%22.0%25.5%
Operating Margin10.9%10.9%6.9%-3.5%8.1%
Net Margin8.6%8.6%6.0%-3.1%8.1%
Balance Sheet
Debt/Equity0.000.000.020.000.00
Current Ratio2.382.38———
Cash Flow
Free Cash Flow$82.5M$82.5M$108.9M$19.1M$42.7M
Returns
ROE7.8%7.8%5.0%-2.3%8.7%
Valuation
P/E26.4626.4635.55—25.24
EV/EBITDA15.2415.2416.78131.8715.36
P/B2.172.171.762.492.19
Growth & Yield
Revenue Growth15.2%15.2%17.2%-34.2%—
EPS Growth63.2%63.2%323.5%-125.8%—
Dividend Yield2.3%2.3%———

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

35.0%

muy exigente

EPS terminal req.

$1.53

Spread vs growth

28.1%

5Y implied EPS CAGR

24.4%

exigente

EPS terminal req.

$1.85

Spread vs growth

38.8%

10Y implied EPS CAGR

17.0%

exigente

EPS terminal req.

$2.97

Spread vs growth

46.2%

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 +3.5%

Total return

+3.5%

Start / end P/E

44.7x → 27.7x

EPS bridge

0.38 → 0.62

Residual

-24.0%

EPS growth+63.2%
Multiple rerating-38.0%
Dividend+2.3%
Residual / FX / buybacks / cross-term-24.0%

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.