StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
2560.HK$1.50+3.45%
Fair $1.50+0.0%

2560.HK

Anhui Conch Material Technology Co., Ltd.

Basic Materials / Building MaterialsHKSE

$1.50

+0.05 (+3.45%)

Fairly Valued+0.0%Fair Value $1.50Fund rank 25/100 · Data gapFallback financials|
SA 39/D
F-Score: 4/9
Declining Revenue

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 17%

FCF escenarios

weak_data · normalized FCF $70.2M · quality 39.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

39/100

D

Piotroski

4/9

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. Revenue has declined for 2 consecutive years
Thesis & Journal · 2560.HKLocal privado en este navegador · Anhui Conch Material Technology 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

$870M

P/E

6.8x

↓

EV/EBITDA

5.7x

↓

ROE

8.0%

↑

Gross Margin

18.2%

↓

Debt/Equity

0.74

↑
52-Week Range$2
$1$2

TradingView lightweight chart

2560.HK price, volumen y niveles de valoración

Último $1.500Periodo -4.5%
Fair value: $1.500

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

1.5%

FCF / Net income

0.32x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.31B · net income $109.4M · FCF $35.4M

2022-FY → 2025-FY

Gross margin

18.2%-1.6% pts

Operating margin

7.0%-0.6% pts

Net margin

4.7%+0.6% pts

FCF margin

1.5%+23.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.31B$2.31B$2.38B$2.40B$1.84B
Net Income$109.4M$109.4M$125.6M$117.0M$75.9M
EBITDA$255.5M$255.5M$280.2M$269.7M$180.2M
EPS——0.220.200.13
Gross Margin18.2%18.2%19.3%19.2%19.8%
Operating Margin7.0%7.0%8.9%8.9%7.7%
Net Margin4.7%4.7%5.3%4.9%4.1%
Balance Sheet
Debt/Equity0.740.740.941.101.87
Current Ratio1.441.44———
Cash Flow
Free Cash Flow$35.4M$35.4M$70.2M$71.9M$-400.1M
Returns
ROE8.0%8.0%12.7%13.5%12.8%
Valuation
P/E6.826.826.42——
EV/EBITDA5.705.705.74——
P/B0.630.630.81——
Growth & Yield
Revenue Growth-2.9%-2.9%-0.5%30.2%—
EPS Growth——7.4%54.1%—
Dividend Yield12.2%12.2%———

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 -2.1%

Total return

-2.1%

Start / end P/E

n/dx → n/dx

EPS bridge

0.22 → n/d

Residual

-14.3%

EPS growthn/d
Multiple reratingn/d
Dividend+12.2%
Residual / FX / buybacks / cross-term-14.3%

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.