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300610.SZ$11.21+4.28%
Fair $11.21+0.0%

300610.SZ

Yangzhou Chenhua New Material Co., Ltd.

Basic Materials / ChemicalsShenzhen

$11.21

+0.46 (+4.28%)

Fairly Valued+0.0%Fair Value $11.21Fund rank 32/100 · Data gapFallback financials|
SA 34/D
F-Score: 4/9
Declining Revenue

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 31% · confianza 25%

FCF escenarios

weak_data · normalized FCF $19.0M · quality 63.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 45/100Data 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

34/100

D

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. Revenue has declined for 3 consecutive years
Thesis & Journal · 300610.SZLocal privado en este navegador · Yangzhou Chenhua 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

$2.4B

P/E

37.4x

↑

EV/EBITDA

20.3x

↑

ROE

5.7%

↑

Gross Margin

21.3%

↑

Debt/Equity

0.12

↓
52-Week Range$11
$10$14

TradingView lightweight chart

300610.SZ price, volumen y niveles de valoración

Último $11.21Periodo +54.7%
Fair value: $11.21

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

-6.7%

FCF CAGR

-46.6%

FCF margin

1.9%

FCF / Net income

0.25x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $874.9M · net income $66.0M · FCF $16.6M

2022-FY → 2025-FY

Gross margin

21.3%-1.8% pts

Operating margin

6.5%-4.6% pts

Net margin

7.5%-3.5% pts

FCF margin

1.9%-8.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$874.9M$874.9M$911.3M$929.8M$1.08B
Net Income$66.0M$66.0M$83.9M$60.5M$119.3M
EBITDA$121.3M$121.3M$130.6M$101.9M$164.4M
EPS0.310.310.390.290.56
Gross Margin21.3%21.3%19.7%16.7%23.1%
Operating Margin6.5%6.5%7.1%3.8%11.1%
Net Margin7.5%7.5%9.2%6.5%11.1%
Balance Sheet
Debt/Equity0.120.120.080.050.00
Current Ratio2.902.90———
Cash Flow
Free Cash Flow$16.6M$16.6M$98.9M$19.0M$109.4M
Returns
ROE5.7%5.7%7.3%5.5%10.8%
Valuation
P/E37.3737.3723.6938.6223.86
EV/EBITDA20.2620.2615.5021.5716.46
P/B2.062.061.722.122.57
Growth & Yield
Revenue Growth-4.0%-4.0%-2.0%-13.8%—
EPS Growth-20.5%-20.5%34.5%-48.2%—
Dividend Yield1.8%1.8%———

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

47.5%

muy exigente

EPS terminal req.

$0.99

Spread vs growth

-68.0%

5Y implied EPS CAGR

31.2%

muy exigente

EPS terminal req.

$1.20

Spread vs growth

-51.7%

10Y implied EPS CAGR

20.1%

exigente

EPS terminal req.

$1.94

Spread vs growth

-40.6%

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 -0.1%

Total return

-0.1%

Start / end P/E

29.3x → 36.2x

EPS bridge

0.39 → 0.31

Residual

-4.8%

EPS growth-20.5%
Multiple rerating+23.4%
Dividend+1.8%
Residual / FX / buybacks / cross-term-4.8%

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.