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301003.SZ$51.54-0.69%
Fair $51.54+0.0%

301003.SZ

Jiangsu Boiln Plastics Co., Ltd.

Basic Materials / Specialty ChemicalsShenzhen

$51.54

-0.36 (-0.69%)

Fairly Valued+0.0%Fair Value $51.54Fund rank 25/100 · Data gapFallback financials|
SA 38/D
F-Score: 3/9

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 33% · confianza 19%

FCF escenarios

weak_data · normalized FCF $84.9M · quality 39.3/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 33/100Data 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

38/100

D

Piotroski

3/9

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 · 301003.SZLocal privado en este navegador · Jiangsu Boiln Plastics 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

$5.0B

P/E

57.3x

↑

EV/EBITDA

30.7x

↑

ROE

9.0%

↑

Gross Margin

31.8%

↑

Debt/Equity

N/A

•
52-Week Range$52
$27$72

TradingView lightweight chart

301003.SZ price, volumen y niveles de valoración

Último $51.54Periodo +18.3%
Fair value: $51.54

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

+1.9%

FCF CAGR

+41.1%

FCF margin

24.1%

FCF / Net income

1.29x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $546.1M · net income $102.0M · FCF $131.6M

2022-FY → 2025-FY

Gross margin

31.8%+3.8% pts

Operating margin

20.6%+3.9% pts

Net margin

18.7%-3.3% pts

FCF margin

24.1%+15.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$546.1M$546.1M$644.8M$506.2M$516.4M
Net Income$102.0M$102.0M$141.1M$115.4M$113.5M
EBITDA$148.4M$148.4M$172.9M$144.9M$143.1M
EPS1.051.051.451.171.15
Gross Margin31.8%31.8%32.1%33.8%28.0%
Operating Margin20.6%20.6%22.4%22.9%16.7%
Net Margin18.7%18.7%21.9%22.8%22.0%
Balance Sheet
Debt/Equity————0.02
Current Ratio9.469.46———
Cash Flow
Free Cash Flow$131.6M$131.6M$84.9M$-17.2M$46.8M
Returns
ROE9.0%9.0%11.7%9.7%10.3%
Valuation
P/E57.2757.2714.4521.3720.57
EV/EBITDA30.6630.669.0315.8414.32
P/B4.434.431.692.072.12
Growth & Yield
Revenue Growth-15.3%-15.3%27.4%-2.0%—
EPS Growth-27.6%-27.6%23.9%1.7%—
Dividend Yield1.2%1.2%———

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

63.3%

muy exigente

EPS terminal req.

$4.57

Spread vs growth

-90.9%

5Y implied EPS CAGR

39.4%

muy exigente

EPS terminal req.

$5.53

Spread vs growth

-67.0%

10Y implied EPS CAGR

23.8%

exigente

EPS terminal req.

$8.91

Spread vs growth

-51.4%

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 +77.8%

Total return

+77.8%

Start / end P/E

20.1x → 49.1x

EPS bridge

1.45 → 1.05

Residual

-39.7%

EPS growth-27.6%
Multiple rerating+143.9%
Dividend+1.2%
Residual / FX / buybacks / cross-term-39.7%

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.