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300535.SZ$16.01-3.96%
Fair $16.01+0.0%

300535.SZ

Sichuan Dowell Science and Technology Inc.

Basic Materials / Specialty ChemicalsShenzhen

$16.01

-0.66 (-3.96%)

Fairly Valued+0.0%Fair Value $16.01Fund rank 33/100 · Data gapFallback financials|
SA 36/D
F-Score: 7/9
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 33% · confianza 25%

FCF escenarios

weak_data · normalized FCF $-38.5M · quality 75.7/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 47/100Data 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

36/100

D

Piotroski

7/9

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 3.7%, below the 5% threshold
Thesis & Journal · 300535.SZLocal privado en este navegador · Sichuan Dowell Science and Technology Inc.
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

$1.7B

P/E

76.2x

↑

EV/EBITDA

19.7x

↑

ROE

3.7%

↑

Gross Margin

39.8%

↑

Debt/Equity

0.29

↑
52-Week Range$16
$15$24

TradingView lightweight chart

300535.SZ price, volumen y niveles de valoración

Último $16.01Periodo +0.3%
Fair value: $16.01

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

+11.8%

FCF CAGR

—

FCF margin

-2.6%

FCF / Net income

-0.52x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $712.8M · net income $35.8M · FCF $-18.7M

2022-FY → 2025-FY

Gross margin

39.8%+11.6% pts

Operating margin

9.5%+6.9% pts

Net margin

5.0%+5.4% pts

FCF margin

-2.6%+0.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$712.8M$712.8M$753.1M$724.6M$510.4M
Net Income$35.8M$35.8M$-11.4M$28.4M$-1.8M
EBITDA$96.6M$96.6M$30.1M$60.0M$27.5M
EPS0.340.34-0.110.27-0.02
Gross Margin39.8%39.8%35.6%31.7%28.3%
Operating Margin9.5%9.5%11.5%9.4%2.7%
Net Margin5.0%5.0%-1.5%3.9%-0.4%
Balance Sheet
Debt/Equity0.290.290.340.290.25
Current Ratio1.431.43———
Cash Flow
Free Cash Flow$-18.7M$-18.7M$-55.2M$-38.5M$-13.9M
Returns
ROE3.7%3.7%-1.2%3.0%-0.2%
Valuation
P/E76.2476.24—64.44—
EV/EBITDA19.6519.6550.5433.9556.54
P/B1.761.761.421.951.54
Growth & Yield
Revenue Growth-5.4%-5.4%3.9%42.0%—
EPS Growth411.8%411.8%-140.2%1644.9%—

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

61.0%

muy exigente

EPS terminal req.

$1.42

Spread vs growth

350.8%

5Y implied EPS CAGR

38.2%

muy exigente

EPS terminal req.

$1.72

Spread vs growth

373.6%

10Y implied EPS CAGR

23.3%

exigente

EPS terminal req.

$2.77

Spread vs growth

388.5%

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 -0.2%

Total return

-0.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.11 → 0.34

Residual

-0.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-0.2%

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.