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002971.SZ$34.40-0.52%
Fair $34.40+0.0%

002971.SZ

Hubei Heyuan Gas Co.,Ltd.

Basic Materials / ChemicalsShenzhen

$34.40

-0.18 (-0.52%)

Fairly Valued+0.0%Fair Value $34.40Fund rank 22/100 · Data gapFallback financials|
SA 40/C
F-Score: 3/9
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 18%

FCF escenarios

weak_data · normalized FCF $-435.7M · quality 46.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

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: 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 3.8%, below the 5% threshold
Thesis & Journal · 002971.SZLocal privado en este navegador · Hubei Heyuan Gas 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

$7.3B

P/E

132.3x

↑

EV/EBITDA

29.6x

↑

ROE

3.8%

↑

Gross Margin

18.9%

↓

Debt/Equity

1.43

↑
52-Week Range$34
$20$45

TradingView lightweight chart

002971.SZ price, volumen y niveles de valoración

Último $34.40Periodo +187.0%
Fair value: $34.40

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

+8.0%

FCF CAGR

—

FCF margin

-22.6%

FCF / Net income

-6.23x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.66B · net income $60.3M · FCF $-375.7M

2022-FY → 2025-FY

Gross margin

18.9%-3.2% pts

Operating margin

9.4%-1.1% pts

Net margin

3.6%-2.0% pts

FCF margin

-22.6%+20.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.66B$1.66B$1.53B$1.65B$1.32B
Net Income$60.3M$60.3M$73.2M$83.8M$74.5M
EBITDA$310.8M$310.8M$253.1M$248.3M$211.0M
EPS0.290.290.350.400.36
Gross Margin18.9%18.9%19.5%18.3%22.1%
Operating Margin9.4%9.4%8.7%9.3%10.4%
Net Margin3.6%3.6%4.8%5.1%5.6%
Balance Sheet
Debt/Equity1.431.431.000.810.75
Current Ratio0.330.33———
Cash Flow
Free Cash Flow$-375.7M$-375.7M$-954.6M$-435.7M$-563.2M
Returns
ROE3.8%3.8%4.7%6.5%6.2%
Valuation
P/E132.31132.3149.1451.1740.15
EV/EBITDA29.6429.6418.8220.5317.31
P/B4.504.502.303.322.48
Growth & Yield
Revenue Growth8.5%8.5%-7.3%25.2%—
EPS Growth-17.1%-17.1%-12.5%10.6%—
Dividend Yield0.9%0.9%———

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

119.2%

muy exigente

EPS terminal req.

$3.05

Spread vs growth

-136.3%

5Y implied EPS CAGR

66.3%

muy exigente

EPS terminal req.

$3.69

Spread vs growth

-83.5%

10Y implied EPS CAGR

35.3%

muy exigente

EPS terminal req.

$5.95

Spread vs growth

-52.4%

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 +61.9%

Total return

+61.9%

Start / end P/E

61.1x → 118.6x

EPS bridge

0.35 → 0.29

Residual

-16.2%

EPS growth-17.1%
Multiple rerating+94.3%
Dividend+0.9%
Residual / FX / buybacks / cross-term-16.2%

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.