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300706.SZ$48.18-1.47%
Fair $48.18+0.0%

300706.SZ

Fujian Acetron New Materials Co., Ltd.

Basic Materials / ChemicalsShenzhen

$48.18

-0.72 (-1.47%)

Fairly Valued+0.0%Fair Value $48.18Fund rank 21/100 · Data gapFallback financials|
SA 37/D
F-Score: 4/9
Margin CompressionLow 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 $-58.2M · quality 34.0/100

Data gap 21/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

37/100

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: 2unknown: 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. Operating margin has declined for 3 consecutive years ROE is -8.2%, below the 5% threshold
Thesis & Journal · 300706.SZLocal privado en este navegador · Fujian Acetron New Materials 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

$7.4B

P/E

N/A

•

EV/EBITDA

310.3x

↑

ROE

-8.2%

↓

Gross Margin

6.5%

↓

Debt/Equity

1.31

↑
52-Week Range$48
$20$56

TradingView lightweight chart

300706.SZ price, volumen y niveles de valoración

Último $48.18Periodo +503.9%
Fair value: $48.18

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

+27.1%

FCF CAGR

—

FCF margin

-4.1%

FCF / Net income

1.06x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.43B · net income $-55.1M · FCF $-58.2M

2022-FY → 2025-FY

Gross margin

6.5%-7.7% pts

Operating margin

-0.2%-5.0% pts

Net margin

-3.9%-5.9% pts

FCF margin

-4.1%+10.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.43B$1.43B$1.18B$957.9M$694.8M
Net Income$-55.1M$-55.1M$-25.3M$12.3M$14.1M
EBITDA$25.5M$25.5M$57.7M$96.4M$85.2M
EPS-0.36-0.36-0.170.090.09
Gross Margin6.5%6.5%6.2%11.6%14.2%
Operating Margin-0.2%-0.2%-0.1%4.4%4.8%
Net Margin-3.9%-3.9%-2.1%1.3%2.0%
Balance Sheet
Debt/Equity1.311.311.090.890.68
Current Ratio1.101.10———
Cash Flow
Free Cash Flow$-58.2M$-58.2M$11.6M$-139.5M$-97.7M
Returns
ROE-8.2%-8.2%-3.5%1.6%1.9%
Valuation
P/E———270.00276.11
EV/EBITDA310.25310.2562.8039.3149.38
P/B10.9210.924.384.395.25
Growth & Yield
Revenue Growth20.6%20.6%23.5%37.9%—
EPS Growth-111.8%-111.8%-288.9%0.0%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +130.4%

Total return

+130.4%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.17 → -0.36

Residual

+130.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+130.4%

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.