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300876.SZ$17.88+1.12%
Fair $17.88+0.0%

300876.SZ

Guangdong Modern High-tech Fiber Co., Ltd

Consumer Cyclical / Textile ManufacturingShenzhen

$17.88

+0.21 (+1.12%)

Fairly Valued+0.0%Fair Value $17.88Fund rank 27/100 · Data gapFallback financials|
SA 26/D
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 33% · confianza 23%

FCF escenarios

weak_data · normalized FCF $-316.2M · quality 67.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 34/100Data 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

26/100

D

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Operating margin has declined for 3 consecutive years ROE is -6.1%, below the 5% threshold
Thesis & Journal · 300876.SZLocal privado en este navegador · Guangdong Modern High-tech Fiber 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

$2.7B

P/E

N/A

•

EV/EBITDA

138.2x

↑

ROE

-6.1%

↓

Gross Margin

3.0%

↓

Debt/Equity

0.57

↑
52-Week Range$18
$16$29

TradingView lightweight chart

300876.SZ price, volumen y niveles de valoración

Último $18.63Periodo -56.9%
Fair value: $17.88

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

+9.5%

FCF CAGR

—

FCF margin

-47.3%

FCF / Net income

3.95x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $517.5M · net income $-61.9M · FCF $-244.9M

2022-FY → 2025-FY

Gross margin

3.0%-18.5% pts

Operating margin

-7.8%-22.6% pts

Net margin

-12.0%-24.6% pts

FCF margin

-47.3%+14.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$517.5M$517.5M$492.5M$454.6M$394.4M
Net Income$-61.9M$-61.9M$-64.5M$21.5M$49.6M
EBITDA$16.3M$16.3M$-2.0M$45.7M$68.8M
EPS-0.63-0.63-0.680.220.52
Gross Margin3.0%3.0%7.7%18.5%21.5%
Operating Margin-7.8%-7.8%-5.7%6.0%14.7%
Net Margin-12.0%-12.0%-13.1%4.7%12.6%
Balance Sheet
Debt/Equity0.570.570.830.450.33
Current Ratio1.021.02———
Cash Flow
Free Cash Flow$-244.9M$-244.9M$-390.1M$-316.2M$-242.1M
Returns
ROE-6.1%-6.1%-8.1%2.4%5.6%
Valuation
P/E———80.2041.32
EV/EBITDA138.22138.22—42.5628.21
P/B1.721.722.151.922.30
Growth & Yield
Revenue Growth5.1%5.1%8.3%15.3%—
EPS Growth6.8%6.8%-402.7%-56.7%—

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 +9.3%

Total return

+9.3%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.68 → -0.63

Residual

+9.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+9.3%

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.