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300717.SZ$19.09+3.52%
Fair $19.09+0.0%

300717.SZ

Jiangsu Huaxin New Material Co.,Ltd.

Basic Materials / Specialty ChemicalsShenzhen

$19.09

+0.65 (+3.52%)

Fairly Valued+0.0%Fair Value $19.09Fund rank 29/100 · Data gapFallback financials|
SA 42/C
F-Score: 7/9

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 19%

FCF escenarios

weak_data · normalized FCF $32.9M · quality 51.7/100

Data gap 29/100
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

42/100

C

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: 0unknown: 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.
Thesis & Journal · 300717.SZLocal privado en este navegador · Jiangsu Huaxin 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

$2.0B

P/E

36.0x

↑

EV/EBITDA

20.4x

↑

ROE

7.6%

↑

Gross Margin

31.4%

↑

Debt/Equity

0.18

↓
52-Week Range$19
$16$28

TradingView lightweight chart

300717.SZ price, volumen y niveles de valoración

Último $19.09Periodo +48.9%
Fair value: $19.09

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

+1.5%

FCF CAGR

-4.7%

FCF margin

9.1%

FCF / Net income

0.60x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $359.7M · net income $55.0M · FCF $32.9M

2022-FY → 2025-FY

Gross margin

31.4%+9.5% pts

Operating margin

16.3%+6.9% pts

Net margin

15.3%+3.7% pts

FCF margin

9.1%-1.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$359.7M$359.7M$318.7M$327.1M$344.3M
Net Income$55.0M$55.0M$50.6M$41.0M$40.1M
EBITDA$90.5M$90.5M$83.9M$73.9M$69.3M
EPS0.540.540.490.400.39
Gross Margin31.4%31.4%31.0%26.9%21.9%
Operating Margin16.3%16.3%15.3%12.8%9.4%
Net Margin15.3%15.3%15.9%12.5%11.6%
Balance Sheet
Debt/Equity0.180.180.13——
Current Ratio1.721.72———
Cash Flow
Free Cash Flow$32.9M$32.9M$-86.0M$45.9M$38.0M
Returns
ROE7.6%7.6%7.2%6.1%6.1%
Valuation
P/E36.0236.0226.8442.4238.79
EV/EBITDA20.3620.3614.9820.8720.00
P/B2.672.671.932.582.38
Growth & Yield
Revenue Growth12.9%12.9%-2.5%-5.0%—
EPS Growth10.2%10.2%22.5%2.6%—
Dividend Yield2.1%2.1%———

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

46.4%

muy exigente

EPS terminal req.

$1.69

Spread vs growth

-36.2%

5Y implied EPS CAGR

30.6%

muy exigente

EPS terminal req.

$2.05

Spread vs growth

-20.4%

10Y implied EPS CAGR

19.8%

exigente

EPS terminal req.

$3.30

Spread vs growth

-9.6%

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 +16.3%

Total return

+16.3%

Start / end P/E

34.1x → 35.4x

EPS bridge

0.49 → 0.54

Residual

+0.4%

EPS growth+10.2%
Multiple rerating+3.6%
Dividend+2.1%
Residual / FX / buybacks / cross-term+0.4%

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.