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300055.SZ$8.77+5.66%
Fair $8.77+0.0%

300055.SZ

Beijing WBD New Materials Group Co., Ltd.

Utilities / Utilities - Regulated WaterShenzhen

$8.77

+0.47 (+5.66%)

Fairly Valued+0.0%Fair Value $8.77Fund rank 30/100 · Data gapFallback financials|
SA 24/D
F-Score: 2/9
Declining RevenueLow 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 20%

FCF escenarios

weak_data · normalized FCF $-618.1M · quality 55.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

24/100

D

Piotroski

2/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Revenue has declined for 2 consecutive years ROE is -5.2%, below the 5% threshold
Thesis & Journal · 300055.SZLocal privado en este navegador · Beijing WBD New Materials 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

$7.3B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-5.2%

↓

Gross Margin

9.3%

↓

Debt/Equity

0.24

↓
52-Week Range$9
$5$13

TradingView lightweight chart

300055.SZ price, volumen y niveles de valoración

Último $8.770Periodo -35.3%
Fair value: $8.770

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

-1.3%

FCF CAGR

—

FCF margin

-31.0%

FCF / Net income

3.18x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.62B · net income $-255.0M · FCF $-810.1M

2022-FY → 2025-FY

Gross margin

9.3%-1.6% pts

Operating margin

-1.0%-4.1% pts

Net margin

-9.8%-12.6% pts

FCF margin

-31.0%-48.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.62B$2.62B$2.73B$2.82B$2.72B
Net Income$-255.0M$-255.0M$35.6M$-191.2M$78.4M
EBITDA$-60.3M$-60.3M$207.0M$-34.0M$302.1M
EPS-0.30-0.300.04-0.230.10
Gross Margin9.3%9.3%7.5%6.0%10.8%
Operating Margin-1.0%-1.0%-1.1%0.2%3.2%
Net Margin-9.8%-9.8%1.3%-6.8%2.9%
Balance Sheet
Debt/Equity0.240.240.100.070.10
Current Ratio1.151.15———
Cash Flow
Free Cash Flow$-810.1M$-810.1M$-575.8M$-618.1M$488.0M
Returns
ROE-5.2%-5.2%0.7%-3.7%1.6%
Valuation
P/E——105.88—86.39
EV/EBITDA——17.82—22.21
P/B1.511.510.730.991.36
Growth & Yield
Revenue Growth-4.2%-4.2%-3.2%3.8%—
EPS Growth-817.2%-817.2%118.5%-334.7%—
Dividend Yield0.2%0.2%———

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 +65.6%

Total return

+65.6%

Start / end P/E

n/dx → n/dx

EPS bridge

0.04 → -0.30

Residual

+65.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.2%
Residual / FX / buybacks / cross-term+65.5%

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.