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300243.SZ$18.63-1.17%
Fair $18.63+0.0%

300243.SZ

Shandong Ruifeng Chemical Co., Ltd.

Basic Materials / Specialty ChemicalsShenzhen

$18.63

-0.22 (-1.17%)

Fairly Valued+0.0%Fair Value $18.63Fund rank 22/100 · Data gapFallback financials|
SA 46/C
F-Score: 6/9
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 16%

FCF escenarios

weak_data · normalized FCF $-57.1M · quality 33.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

46/100

C

Piotroski

6/9

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 2.7%, below the 5% threshold
Thesis & Journal · 300243.SZLocal privado en este navegador · Shandong Ruifeng Chemical 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

$5.1B

P/E

98.1x

↑

EV/EBITDA

28.7x

↑

ROE

2.7%

↑

Gross Margin

15.1%

↓

Debt/Equity

0.85

↑
52-Week Range$19
$9$22

TradingView lightweight chart

300243.SZ price, volumen y niveles de valoración

Último $18.63Periodo +194.4%
Fair value: $18.63

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

+2.4%

FCF CAGR

—

FCF margin

5.0%

FCF / Net income

3.28x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.97B · net income $30.3M · FCF $99.4M

2022-FY → 2025-FY

Gross margin

15.1%-1.7% pts

Operating margin

4.0%+0.0% pts

Net margin

1.5%-1.8% pts

FCF margin

5.0%+15.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.97B$1.97B$2.00B$1.78B$1.83B
Net Income$30.3M$30.3M$22.1M$85.3M$61.1M
EBITDA$172.7M$172.7M$167.2M$170.6M$146.5M
EPS0.130.130.100.360.26
Gross Margin15.1%15.1%14.8%18.3%16.8%
Operating Margin4.0%4.0%4.5%6.2%4.0%
Net Margin1.5%1.5%1.1%4.8%3.3%
Balance Sheet
Debt/Equity0.850.850.830.690.81
Current Ratio1.751.75———
Cash Flow
Free Cash Flow$99.4M$99.4M$-92.5M$-57.1M$-184.9M
Returns
ROE2.7%2.7%2.0%7.5%6.5%
Valuation
P/E98.0598.0589.7027.5331.08
EV/EBITDA28.6928.6915.7416.5916.38
P/B3.803.801.762.061.96
Growth & Yield
Revenue Growth-1.6%-1.6%12.7%-3.0%—
EPS Growth30.0%30.0%-72.2%38.5%—
Dividend Yield0.3%0.3%———

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

133.4%

muy exigente

EPS terminal req.

$1.65

Spread vs growth

-103.4%

5Y implied EPS CAGR

72.8%

muy exigente

EPS terminal req.

$2.00

Spread vs growth

-42.8%

10Y implied EPS CAGR

37.9%

muy exigente

EPS terminal req.

$3.22

Spread vs growth

-7.9%

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 +90.6%

Total return

+90.6%

Start / end P/E

97.9x → 143.3x

EPS bridge

0.10 → 0.13

Residual

+13.9%

EPS growth+30.0%
Multiple rerating+46.4%
Dividend+0.3%
Residual / FX / buybacks / cross-term+13.9%

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.