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300537.SZ$25.78-2.09%
Fair $25.78+0.0%

300537.SZ

Jiangsu Kuangshun Photosensitivity New-Material Stock Co., Ltd.

Basic Materials / Specialty ChemicalsShenzhen

$25.78

-0.55 (-2.09%)

Fairly Valued+0.0%Fair Value $25.78Fund rank 30/100 · Data gapFallback financials|
SA 45/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 20%

FCF escenarios

weak_data · normalized FCF $-32.5M · quality 54.7/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 24/100Data 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

45/100

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 1.5%, below the 5% threshold
Thesis & Journal · 300537.SZLocal privado en este navegador · Jiangsu Kuangshun Photosensitivity New-Material Stock 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

$5.4B

P/E

429.7x

↑

EV/EBITDA

89.2x

↑

ROE

1.5%

↑

Gross Margin

33.5%

↑

Debt/Equity

0.11

↓
52-Week Range$26
$17$33

TradingView lightweight chart

300537.SZ price, volumen y niveles de valoración

Último $26.33Periodo +218.4%
Fair value: $25.78

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

-1.1%

FCF CAGR

—

FCF margin

10.1%

FCF / Net income

3.57x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $481.6M · net income $13.7M · FCF $48.9M

2022-FY → 2025-FY

Gross margin

33.5%+7.9% pts

Operating margin

7.6%+14.1% pts

Net margin

2.8%+9.3% pts

FCF margin

10.1%+14.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$481.6M$481.6M$518.2M$509.9M$497.9M
Net Income$13.7M$13.7M$-32.1M$6.9M$-32.0M
EBITDA$57.1M$57.1M$45.4M$40.3M$-4.4M
EPS0.070.07-0.160.04-0.17
Gross Margin33.5%33.5%38.0%35.8%25.6%
Operating Margin7.6%7.6%12.7%10.8%-6.6%
Net Margin2.8%2.8%-6.2%1.4%-6.4%
Balance Sheet
Debt/Equity0.110.110.210.250.30
Current Ratio2.362.36———
Cash Flow
Free Cash Flow$48.9M$48.9M$-54.9M$-32.5M$-20.4M
Returns
ROE1.5%1.5%-4.3%0.9%-4.8%
Valuation
P/E429.67429.67—512.64—
EV/EBITDA89.2189.2181.7487.89—
P/B5.755.754.844.564.08
Growth & Yield
Revenue Growth-7.1%-7.1%1.6%2.4%—
EPS Growth142.6%142.6%-550.0%120.9%—

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

222.5%

muy exigente

EPS terminal req.

$2.29

Spread vs growth

-79.9%

5Y implied EPS CAGR

109.7%

muy exigente

EPS terminal req.

$2.77

Spread vs growth

32.8%

10Y implied EPS CAGR

51.9%

muy exigente

EPS terminal req.

$4.46

Spread vs growth

90.7%

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 +45.5%

Total return

+45.5%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.16 → 0.07

Residual

+45.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+45.5%

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.