StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
003038.SZ$12.40-2.67%
Fair $12.40+0.0%

003038.SZ

Anhui Xinbo Aluminum Co., Ltd.

Basic Materials / AluminumShenzhen

$12.40

-0.34 (-2.67%)

Fairly Valued+0.0%Fair Value $12.40Fund rank 21/100 · Data gapFallback financials|
SA 20/D
F-Score: 1/9
High DebtLow 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 15%

FCF escenarios

weak_data · normalized FCF $-1.4B · quality 42.3/100

Data gap 21/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

20/100

D

Piotroski

1/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Debt-to-Equity ratio is 2.51, above the 2.0 threshold ROE is -6.8%, below the 5% threshold
Thesis & Journal · 003038.SZLocal privado en este navegador · Anhui Xinbo Aluminum 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

$3.0B

P/E

N/A

•

EV/EBITDA

28.5x

↑

ROE

-6.8%

↓

Gross Margin

4.9%

↓

Debt/Equity

2.51

↑
52-Week Range$12
$12$22

TradingView lightweight chart

003038.SZ price, volumen y niveles de valoración

Último $12.40Periodo -20.0%
Fair value: $12.40

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

+25.0%

FCF CAGR

—

FCF margin

-9.9%

FCF / Net income

4.25x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.25B · net income $-192.2M · FCF $-816.6M

2022-FY → 2025-FY

Gross margin

4.9%-6.7% pts

Operating margin

-0.6%-6.2% pts

Net margin

-2.3%-6.8% pts

FCF margin

-9.9%+17.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$8.25B$8.25B$8.57B$6.82B$4.22B
Net Income$-192.2M$-192.2M$168.4M$302.4M$188.0M
EBITDA$273.0M$273.0M$524.8M$582.0M$362.8M
EPS-0.79-0.790.681.490.97
Gross Margin4.9%4.9%7.4%12.5%11.6%
Operating Margin-0.6%-0.6%1.7%6.0%5.7%
Net Margin-2.3%-2.3%2.0%4.4%4.5%
Balance Sheet
Debt/Equity2.512.512.051.551.09
Current Ratio1.061.06———
Cash Flow
Free Cash Flow$-816.6M$-816.6M$-1.36B$-1.61B$-1.16B
Returns
ROE-6.8%-6.8%5.6%9.9%10.0%
Valuation
P/E——23.5015.7636.56
EV/EBITDA28.5428.5415.1412.0422.86
P/B1.071.071.311.563.64
Growth & Yield
Revenue Growth-3.8%-3.8%25.7%61.6%—
EPS Growth-216.2%-216.2%-54.4%53.4%—
Dividend Yield2.9%2.9%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -38.2%

Total return

-38.2%

Start / end P/E

n/dx → n/dx

EPS bridge

0.68 → -0.79

Residual

-41.1%

EPS growthn/d
Multiple reratingn/d
Dividend+2.9%
Residual / FX / buybacks / cross-term-41.1%

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.