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300164.SZ$10.10+1.81%
Fair $10.10+0.0%

300164.SZ

Tong Petrotech Corp.

Energy / Oil & Gas Equipment & ServicesShenzhen

$10.10

+0.18 (+1.81%)

Fairly Valued+0.0%Fair Value $10.10Fund rank 27/100 · Data gapFallback financials|
SA 47/C
F-Score: 4/9
Low 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 18%

FCF escenarios

weak_data · normalized FCF $16.4M · quality 46.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

47/100

C

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. ROE is 2.6%, below the 5% threshold
Thesis & Journal · 300164.SZLocal privado en este navegador · Tong Petrotech Corp.
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

$5.9B

P/E

252.5x

↑

EV/EBITDA

39.5x

↑

ROE

2.6%

↓

Gross Margin

24.9%

↓

Debt/Equity

0.21

↓
52-Week Range$10
$4$26

TradingView lightweight chart

300164.SZ price, volumen y niveles de valoración

Último $10.10Periodo -0.7%
Fair value: $10.10

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

+14.2%

FCF CAGR

—

FCF margin

1.4%

FCF / Net income

0.45x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.15B · net income $36.6M · FCF $16.4M

2022-FY → 2025-FY

Gross margin

24.9%-8.7% pts

Operating margin

3.3%+0.3% pts

Net margin

3.2%+0.3% pts

FCF margin

1.4%+1.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.15B$1.15B$1.20B$1.03B$768.8M
Net Income$36.6M$36.6M$55.6M$50.3M$22.3M
EBITDA$154.9M$154.9M$167.6M$165.7M$113.2M
EPS0.060.060.090.090.04
Gross Margin24.9%24.9%28.6%34.0%33.6%
Operating Margin3.3%3.3%6.6%7.7%3.0%
Net Margin3.2%3.2%4.7%4.9%2.9%
Balance Sheet
Debt/Equity0.210.210.220.200.31
Current Ratio2.172.17———
Cash Flow
Free Cash Flow$16.4M$16.4M$-16.0M$22.0M$-3.1M
Returns
ROE2.6%2.6%4.0%3.8%2.0%
Valuation
P/E252.50252.5047.8952.11101.00
EV/EBITDA39.5339.5315.7315.4421.47
P/B4.394.391.921.982.06
Growth & Yield
Revenue Growth-4.2%-4.2%16.2%33.9%—
EPS Growth-33.3%-33.3%0.0%125.0%—

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

146.3%

muy exigente

EPS terminal req.

$0.90

Spread vs growth

-179.6%

5Y implied EPS CAGR

78.4%

muy exigente

EPS terminal req.

$1.08

Spread vs growth

-111.7%

10Y implied EPS CAGR

40.1%

muy exigente

EPS terminal req.

$1.75

Spread vs growth

-73.4%

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 +150.6%

Total return

+150.6%

Start / end P/E

44.8x → 168.3x

EPS bridge

0.09 → 0.06

Residual

-92.0%

EPS growth-33.3%
Multiple rerating+275.9%
Dividend+0.0%
Residual / FX / buybacks / cross-term-92.0%

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.