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300163.SZ$6.33+2.10%
Fair $6.33+0.0%

300163.SZ

Ningbo Xianfeng New Material Co.,Ltd

Industrials / Building Products & EquipmentShenzhen

$6.33

+0.13 (+2.10%)

Fairly Valued+0.0%Fair Value $6.33Fund rank 25/100 · Data gapFallback financials|
SA 50/C
F-Score: 3/9

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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-14.8M · quality 44.0/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data 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

50/100

C

Piotroski

3/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 300163.SZLocal privado en este navegador · Ningbo Xianfeng New Material 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

90.4x

↑

EV/EBITDA

33.6x

↑

ROE

12.5%

↑

Gross Margin

16.3%

↓

Debt/Equity

0.02

↓
52-Week Range$6
$3$7

TradingView lightweight chart

300163.SZ price, volumen y niveles de valoración

Último $6.330Periodo +32.3%
Fair value: $6.330

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

-10.3%

FCF CAGR

—

FCF margin

-14.1%

FCF / Net income

-0.44x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $220.2M · net income $69.9M · FCF $-31.1M

2022-FY → 2025-FY

Gross margin

16.3%-1.6% pts

Operating margin

-10.7%-10.2% pts

Net margin

31.7%+32.3% pts

FCF margin

-14.1%-39.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$220.2M$220.2M$258.9M$252.3M$304.7M
Net Income$69.9M$69.9M$-9.7M$-99.6M$-1.7M
EBITDA$87.1M$87.1M$11.7M$-61.2M$25.4M
EPS0.150.15-0.02-0.21-0.00
Gross Margin16.3%16.3%17.3%17.1%17.9%
Operating Margin-10.7%-10.7%-2.8%-3.2%-0.5%
Net Margin31.7%31.7%-3.7%-39.5%-0.6%
Balance Sheet
Debt/Equity0.020.02———
Current Ratio13.3313.33———
Cash Flow
Free Cash Flow$-31.1M$-31.1M$-14.8M$-13.1M$76.5M
Returns
ROE12.5%12.5%-2.0%-20.1%-0.3%
Valuation
P/E90.4390.43———
EV/EBITDA33.6033.6077.77—56.55
P/B5.365.362.073.692.55
Growth & Yield
Revenue Growth-15.0%-15.0%2.6%-17.2%—
EPS Growth819.0%819.0%90.2%-5736.1%—

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

56.2%

muy exigente

EPS terminal req.

$0.56

Spread vs growth

762.8%

5Y implied EPS CAGR

35.8%

muy exigente

EPS terminal req.

$0.68

Spread vs growth

783.3%

10Y implied EPS CAGR

22.2%

exigente

EPS terminal req.

$1.09

Spread vs growth

796.8%

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 +72.0%

Total return

+72.0%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.02 → 0.15

Residual

+72.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+72.0%

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.