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300801.SZ$26.14-0.11%
Fair $26.14+0.0%

300801.SZ

Shandong Taihe Technologies Co., Ltd.

Basic Materials / ChemicalsShenzhen

$26.14

-0.03 (-0.11%)

Fairly Valued+0.0%Fair Value $26.14Fund rank 25/100 · Data gapFallback financials|
SA 44/C
F-Score: 5/9
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 18%

FCF escenarios

weak_data · normalized FCF $-65.2M · quality 43.7/100

Data gap 25/100
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

44/100

C

Piotroski

5/9

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 3.0%, below the 5% threshold
Thesis & Journal · 300801.SZLocal privado en este navegador · Shandong Taihe Technologies 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

$5.7B

P/E

42.2x

↑

EV/EBITDA

20.8x

↑

ROE

3.0%

↑

Gross Margin

12.1%

↓

Debt/Equity

0.04

↓
52-Week Range$26
$16$43

TradingView lightweight chart

300801.SZ price, volumen y niveles de valoración

Último $26.94Periodo +10.7%
Fair value: $26.14

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

+1.0%

FCF CAGR

—

FCF margin

-2.3%

FCF / Net income

-0.87x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.81B · net income $74.9M · FCF $-65.2M

2022-FY → 2025-FY

Gross margin

12.1%-11.1% pts

Operating margin

5.5%-10.5% pts

Net margin

2.7%-11.9% pts

FCF margin

-2.3%-4.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.81B$2.81B$2.36B$2.21B$2.73B
Net Income$74.9M$74.9M$120.6M$141.8M$397.6M
EBITDA$253.3M$253.3M$276.3M$305.8M$575.7M
EPS0.350.350.570.671.84
Gross Margin12.1%12.1%14.7%17.3%23.2%
Operating Margin5.5%5.5%6.4%9.6%15.9%
Net Margin2.7%2.7%5.1%6.4%14.6%
Balance Sheet
Debt/Equity0.040.040.050.070.07
Current Ratio3.563.56———
Cash Flow
Free Cash Flow$-65.2M$-65.2M$-69.3M$88.0M$63.8M
Returns
ROE3.0%3.0%5.0%6.0%16.7%
Valuation
P/E42.1642.1626.1724.3811.92
EV/EBITDA20.7920.7910.1610.277.49
P/B2.252.251.301.462.00
Growth & Yield
Revenue Growth19.1%19.1%6.9%-19.1%—
EPS Growth-38.8%-38.8%-15.1%-63.6%—
Dividend Yield0.4%0.4%———

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

88.2%

muy exigente

EPS terminal req.

$2.32

Spread vs growth

-127.0%

5Y implied EPS CAGR

51.8%

muy exigente

EPS terminal req.

$2.81

Spread vs growth

-90.6%

10Y implied EPS CAGR

29.2%

muy exigente

EPS terminal req.

$4.52

Spread vs growth

-68.0%

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 +67.0%

Total return

+67.0%

Start / end P/E

28.5x → 77.5x

EPS bridge

0.57 → 0.35

Residual

-66.7%

EPS growth-38.8%
Multiple rerating+172.1%
Dividend+0.4%
Residual / FX / buybacks / cross-term-66.7%

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.