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300848.SZ$14.38-1.44%
Fair $14.38+0.0%

300848.SZ

Miracll Chemicals Co.,Ltd

Basic Materials / Specialty ChemicalsShenzhen

$14.38

-0.21 (-1.44%)

Fairly Valued+0.0%Fair Value $14.38Fund rank 23/100 · Data gapFallback financials|
SA 29/D
F-Score: 6/9

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 $-556.1M · quality 49.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

29/100

D

Piotroski

6/9

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 · 300848.SZLocal privado en este navegador · Miracll Chemicals 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

$6.2B

P/E

68.5x

↑

EV/EBITDA

43.0x

↑

ROE

5.3%

↑

Gross Margin

13.3%

↓

Debt/Equity

0.94

↑
52-Week Range$14
$14$22

TradingView lightweight chart

300848.SZ price, volumen y niveles de valoración

Último $14.59Periodo +110.3%
Fair value: $14.38

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

+5.8%

FCF CAGR

—

FCF margin

-4.1%

FCF / Net income

-0.87x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.75B · net income $81.9M · FCF $-71.6M

2022-FY → 2025-FY

Gross margin

13.3%-0.3% pts

Operating margin

5.4%-1.0% pts

Net margin

4.7%-2.9% pts

FCF margin

-4.1%+20.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.75B$1.75B$1.66B$1.48B$1.48B
Net Income$81.9M$81.9M$77.6M$87.9M$111.3M
EBITDA$168.4M$168.4M$121.3M$126.1M$143.4M
EPS0.190.190.190.220.28
Gross Margin13.3%13.3%12.9%14.0%13.6%
Operating Margin5.4%5.4%4.3%5.9%6.4%
Net Margin4.7%4.7%4.7%6.0%7.5%
Balance Sheet
Debt/Equity0.940.940.990.560.14
Current Ratio1.171.17———
Cash Flow
Free Cash Flow$-71.6M$-71.6M$-805.7M$-556.1M$-366.7M
Returns
ROE5.3%5.3%5.9%6.9%11.4%
Valuation
P/E68.4868.4880.7963.1548.97
EV/EBITDA42.9642.9657.5042.3335.05
P/B4.054.054.754.355.60
Growth & Yield
Revenue Growth5.3%5.3%12.4%0.0%—
EPS Growth0.0%0.0%-13.6%-22.7%—
Dividend Yield0.3%0.3%———

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

88.7%

muy exigente

EPS terminal req.

$1.28

Spread vs growth

-88.7%

5Y implied EPS CAGR

52.0%

muy exigente

EPS terminal req.

$1.54

Spread vs growth

-52.0%

10Y implied EPS CAGR

29.3%

muy exigente

EPS terminal req.

$2.49

Spread vs growth

-29.3%

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 -17.2%

Total return

-17.2%

Start / end P/E

91.8x → 75.7x

EPS bridge

0.19 → 0.19

Residual

+0.0%

EPS growth+0.0%
Multiple rerating-17.5%
Dividend+0.3%
Residual / FX / buybacks / cross-term+0.0%

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.