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003002.SZ$22.02-2.35%
Fair $22.02+0.0%

003002.SZ

Shanxi Huhua Group Co., Ltd.

Basic Materials / Specialty ChemicalsShenzhen

$22.02

-0.53 (-2.35%)

Fairly Valued+0.0%Fair Value $22.02Fund rank 33/100 · Data gapFallback financials|
SA 51/C
F-Score: 5/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $68.0M · quality 65.3/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 58/100Data 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

51/100

C

Piotroski

5/9

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 · 003002.SZLocal privado en este navegador · Shanxi Huhua Group 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

$4.4B

P/E

26.9x

↑

EV/EBITDA

15.3x

↑

ROE

11.2%

↑

Gross Margin

39.6%

↑

Debt/Equity

0.11

↓
52-Week Range$22
$22$35

TradingView lightweight chart

003002.SZ price, volumen y niveles de valoración

Último $22.55Periodo +90.5%
Fair value: $22.02

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

+10.8%

FCF CAGR

-15.8%

FCF margin

5.2%

FCF / Net income

0.39x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.31B · net income $172.0M · FCF $68.0M

2022-FY → 2025-FY

Gross margin

39.6%+1.1% pts

Operating margin

15.3%+0.9% pts

Net margin

13.1%+0.5% pts

FCF margin

5.2%-6.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.31B$1.31B$1.10B$1.31B$963.9M
Net Income$172.0M$172.0M$140.0M$204.7M$121.3M
EBITDA$287.5M$287.5M$237.1M$310.9M$185.5M
EPS0.860.860.701.020.61
Gross Margin39.6%39.6%41.2%40.4%38.5%
Operating Margin15.3%15.3%14.1%18.9%14.5%
Net Margin13.1%13.1%12.7%15.6%12.6%
Balance Sheet
Debt/Equity0.110.110.010.010.01
Current Ratio2.272.27———
Cash Flow
Free Cash Flow$68.0M$68.0M$25.4M$78.5M$113.8M
Returns
ROE11.2%11.2%10.2%15.7%10.7%
Valuation
P/E26.8526.8531.0714.4032.18
EV/EBITDA15.3415.3417.098.1519.09
P/B2.882.883.162.263.45
Growth & Yield
Revenue Growth19.2%19.2%-16.2%36.3%—
EPS Growth22.9%22.9%-31.4%67.2%—
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

31.5%

muy exigente

EPS terminal req.

$1.95

Spread vs growth

-8.6%

5Y implied EPS CAGR

22.4%

exigente

EPS terminal req.

$2.36

Spread vs growth

0.4%

10Y implied EPS CAGR

16.0%

exigente

EPS terminal req.

$3.81

Spread vs growth

6.8%

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 -16.3%

Total return

-16.3%

Start / end P/E

38.0x → 25.6x

EPS bridge

0.70 → 0.86

Residual

-7.5%

EPS growth+22.9%
Multiple rerating-32.6%
Dividend+0.9%
Residual / FX / buybacks / cross-term-7.5%

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.