StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
300796.SZ$7.76-1.27%
Fair $7.76+0.0%

300796.SZ

BSM Chemical Co.,Ltd.

Basic Materials / ChemicalsShenzhen

$7.76

-0.10 (-1.27%)

Fairly Valued+0.0%Fair Value $7.76Fund rank 25/100 · Data gapFallback financials|
SA 33/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 34% · confianza 20%

FCF escenarios

weak_data · normalized FCF $-245.6M · quality 55.3/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

33/100

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 1.4%, below the 5% threshold
Thesis & Journal · 300796.SZLocal privado en este navegador · BSM Chemical 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

$2.8B

P/E

388.0x

↑

EV/EBITDA

18.3x

↑

ROE

1.4%

↑

Gross Margin

17.0%

↓

Debt/Equity

0.53

↑
52-Week Range$8
$7$15

TradingView lightweight chart

300796.SZ price, volumen y niveles de valoración

Último $7.860Periodo -3.5%
Fair value: $7.760

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

+25.6%

FCF CAGR

—

FCF margin

-7.4%

FCF / Net income

-4.68x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.52B · net income $24.1M · FCF $-112.6M

2022-FY → 2025-FY

Gross margin

17.0%-21.2% pts

Operating margin

3.6%-22.1% pts

Net margin

1.6%-18.3% pts

FCF margin

-7.4%+3.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.52B$1.52B$1.33B$699.2M$768.1M
Net Income$24.1M$24.1M$-32.9M$88.4M$152.9M
EBITDA$146.6M$146.6M$66.8M$173.1M$240.7M
EPS0.080.08-0.090.240.43
Gross Margin17.0%17.0%13.3%35.2%38.2%
Operating Margin3.6%3.6%-1.6%15.6%25.7%
Net Margin1.6%1.6%-2.5%12.6%19.9%
Balance Sheet
Debt/Equity0.530.530.500.370.17
Current Ratio1.171.17———
Cash Flow
Free Cash Flow$-112.6M$-112.6M$-254.5M$-245.6M$-83.4M
Returns
ROE1.4%1.4%-1.9%5.3%9.5%
Valuation
P/E388.00388.00—69.1726.82
EV/EBITDA18.2718.2756.6135.0515.61
P/B1.361.362.103.652.55
Growth & Yield
Revenue Growth14.7%14.7%90.0%-9.0%—
EPS Growth188.9%188.9%-137.5%-44.2%—

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

104.9%

muy exigente

EPS terminal req.

$0.69

Spread vs growth

84.0%

5Y implied EPS CAGR

59.8%

muy exigente

EPS terminal req.

$0.83

Spread vs growth

129.1%

10Y implied EPS CAGR

32.6%

muy exigente

EPS terminal req.

$1.34

Spread vs growth

156.3%

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 -15.2%

Total return

-15.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.09 → 0.08

Residual

-15.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-15.2%

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.