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300886.SZ$24.57-1.64%
Fair $24.57+0.0%

300886.SZ

Anhui Hyea Aromas Co., Ltd.

Basic Materials / ChemicalsShenzhen

$24.57

-0.41 (-1.64%)

Fairly Valued+0.0%Fair Value $24.57Fund rank 25/100 · Data gapFallback financials|
SA 44/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 19%

FCF escenarios

weak_data · normalized FCF $-5.9M · quality 48.3/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 9/100Data 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: 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 · 300886.SZLocal privado en este navegador · Anhui Hyea Aromas 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

$1.8B

P/E

79.3x

↑

EV/EBITDA

32.7x

↑

ROE

5.1%

↑

Gross Margin

24.9%

↑

Debt/Equity

0.08

↓
52-Week Range$25
$19$41

TradingView lightweight chart

300886.SZ price, volumen y niveles de valoración

Último $24.57Periodo -65.2%
Fair value: $24.57

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

+13.5%

FCF CAGR

—

FCF margin

-16.1%

FCF / Net income

-1.98x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $372.2M · net income $30.2M · FCF $-59.8M

2022-FY → 2025-FY

Gross margin

24.9%+2.4% pts

Operating margin

8.9%+3.0% pts

Net margin

8.1%-0.0% pts

FCF margin

-16.1%+2.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$372.2M$372.2M$345.2M$269.4M$254.8M
Net Income$30.2M$30.2M$22.1M$-3.9M$20.8M
EBITDA$55.6M$55.6M$45.3M$11.2M$35.5M
EPS0.400.400.30-0.050.28
Gross Margin24.9%24.9%23.9%17.0%22.4%
Operating Margin8.9%8.9%6.7%-1.4%5.9%
Net Margin8.1%8.1%6.4%-1.5%8.2%
Balance Sheet
Debt/Equity0.080.08—0.010.02
Current Ratio6.176.17———
Cash Flow
Free Cash Flow$-59.8M$-59.8M$-5.9M$2.0M$-46.0M
Returns
ROE5.1%5.1%3.9%-0.7%3.8%
Valuation
P/E79.2679.2659.06—82.21
EV/EBITDA32.7232.7227.60160.4545.12
P/B3.113.112.313.433.16
Growth & Yield
Revenue Growth7.8%7.8%28.1%5.7%—
EPS Growth36.5%36.5%660.1%-119.0%—
Dividend Yield0.6%0.6%———

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

75.3%

muy exigente

EPS terminal req.

$2.18

Spread vs growth

-38.8%

5Y implied EPS CAGR

45.5%

muy exigente

EPS terminal req.

$2.64

Spread vs growth

-9.0%

10Y implied EPS CAGR

26.5%

muy exigente

EPS terminal req.

$4.25

Spread vs growth

10.0%

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 -6.4%

Total return

-6.4%

Start / end P/E

89.2x → 60.7x

EPS bridge

0.30 → 0.40

Residual

-11.6%

EPS growth+36.5%
Multiple rerating-31.9%
Dividend+0.6%
Residual / FX / buybacks / cross-term-11.6%

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.