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300019.SZ$16.72-0.17%
Fair $16.72+0.0%

300019.SZ

Chengdu Guibao Science & Technology Co.,Ltd.

Basic Materials / Specialty ChemicalsShenzhen

$16.72

-0.03 (-0.17%)

Fairly Valued+0.0%Fair Value $16.72Fund rank 35/100 · Data gapFallback financials|
SA 51/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 $314.8M · quality 71.3/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 62/100Data 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

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 · 300019.SZLocal privado en este navegador · Chengdu Guibao Science & 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

$6.6B

P/E

25.7x

↑

EV/EBITDA

12.9x

↑

ROE

10.3%

↑

Gross Margin

21.0%

↑

Debt/Equity

0.08

↓
52-Week Range$17
$17$27

TradingView lightweight chart

300019.SZ price, volumen y niveles de valoración

Último $17.69Periodo +150.0%
Fair value: $16.72

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

+11.7%

FCF CAGR

+184.2%

FCF margin

11.9%

FCF / Net income

1.60x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.75B · net income $278.5M · FCF $446.1M

2022-FY → 2025-FY

Gross margin

21.0%+1.6% pts

Operating margin

9.3%-0.8% pts

Net margin

7.4%-1.9% pts

FCF margin

11.9%+11.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.75B$3.75B$3.16B$2.61B$2.69B
Net Income$278.5M$278.5M$237.5M$315.2M$250.3M
EBITDA$455.1M$455.1M$368.8M$424.9M$338.3M
EPS0.710.710.610.810.64
Gross Margin21.0%21.0%20.8%25.3%19.5%
Operating Margin9.3%9.3%8.6%14.3%10.2%
Net Margin7.4%7.4%7.5%12.1%9.3%
Balance Sheet
Debt/Equity0.080.080.110.120.11
Current Ratio2.292.29———
Cash Flow
Free Cash Flow$446.1M$446.1M$314.8M$246.5M$19.4M
Returns
ROE10.3%10.3%9.3%12.9%11.3%
Valuation
P/E25.7225.7222.7819.8826.45
EV/EBITDA12.8912.8912.8913.3318.12
P/B2.432.432.112.572.98
Growth & Yield
Revenue Growth18.8%18.8%21.2%-3.3%—
EPS Growth16.8%16.8%-24.7%25.9%—
Dividend Yield1.7%1.7%———

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

27.9%

muy exigente

EPS terminal req.

$1.48

Spread vs growth

-11.1%

5Y implied EPS CAGR

20.4%

exigente

EPS terminal req.

$1.80

Spread vs growth

-3.6%

10Y implied EPS CAGR

15.1%

exigente

EPS terminal req.

$2.89

Spread vs growth

1.7%

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 -0.0%

Total return

-0.0%

Start / end P/E

29.7x → 25.0x

EPS bridge

0.61 → 0.71

Residual

-2.7%

EPS growth+16.8%
Multiple rerating-15.9%
Dividend+1.7%
Residual / FX / buybacks / cross-term-2.7%

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.