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300877.SZ$32.60-4.43%
Fair $32.60+0.0%

300877.SZ

AnHui Jinchun Nonwoven Co., Ltd.

Consumer Cyclical / Textile ManufacturingShenzhen

$32.60

-1.51 (-4.43%)

Fairly Valued+0.0%Fair Value $32.60Fund rank 26/100 · Data gapFallback financials|
SA 58/C
F-Score: 5/9

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 18%

FCF escenarios

weak_data · normalized FCF $-12.7M · quality 44.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

58/100

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: 0unknown: 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.
Thesis & Journal · 300877.SZLocal privado en este navegador · AnHui Jinchun Nonwoven 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

$3.9B

P/E

44.1x

↑

EV/EBITDA

21.1x

↑

ROE

5.2%

↑

Gross Margin

10.7%

↓

Debt/Equity

0.11

↓
52-Week Range$33
$15$38

TradingView lightweight chart

300877.SZ price, volumen y niveles de valoración

Último $32.60Periodo -44.6%
Fair value: $32.60

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

+10.4%

FCF CAGR

—

FCF margin

2.1%

FCF / Net income

0.26x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.09B · net income $86.7M · FCF $22.8M

2022-FY → 2025-FY

Gross margin

10.7%+6.5% pts

Operating margin

4.0%+6.4% pts

Net margin

8.0%+11.1% pts

FCF margin

2.1%+5.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.09B$1.09B$1.03B$900.5M$807.6M
Net Income$86.7M$86.7M$30.9M$30.3M$-25.3M
EBITDA$171.4M$171.4M$102.5M$104.8M$40.3M
EPS0.750.750.260.25-0.21
Gross Margin10.7%10.7%8.0%6.8%4.2%
Operating Margin4.0%4.0%2.2%0.7%-2.4%
Net Margin8.0%8.0%3.0%3.4%-3.1%
Balance Sheet
Debt/Equity0.110.110.080.080.10
Current Ratio5.335.33———
Cash Flow
Free Cash Flow$22.8M$22.8M$-22.2M$-12.7M$-28.2M
Returns
ROE5.2%5.2%2.0%1.9%-1.6%
Valuation
P/E44.0544.0550.8570.68—
EV/EBITDA21.1221.1213.9620.1946.31
P/B2.242.241.001.331.22
Growth & Yield
Revenue Growth5.3%5.3%14.7%11.5%—
EPS Growth188.5%188.5%4.0%219.0%—
Dividend Yield0.8%0.8%———

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

56.8%

muy exigente

EPS terminal req.

$2.89

Spread vs growth

131.6%

5Y implied EPS CAGR

36.1%

muy exigente

EPS terminal req.

$3.50

Spread vs growth

152.4%

10Y implied EPS CAGR

22.3%

exigente

EPS terminal req.

$5.64

Spread vs growth

166.1%

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 +103.9%

Total return

+103.9%

Start / end P/E

61.7x → 43.5x

EPS bridge

0.26 → 0.75

Residual

-55.8%

EPS growth+188.5%
Multiple rerating-29.6%
Dividend+0.8%
Residual / FX / buybacks / cross-term-55.8%

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.