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301057.SZ$30.04-1.93%
Fair $30.04+0.0%

301057.SZ

Zhejiang Huilong New Materials Co.,Ltd.

Consumer Cyclical / Textile ManufacturingShenzhen

$30.04

-0.59 (-1.93%)

Fairly Valued+0.0%Fair Value $30.04Fund rank 22/100 · Data gapFallback financials|
SA 44/C
F-Score: 5/9
Low 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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-304.7M · quality 42.0/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 10/100Data 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: 1unknown: 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. ROE is 4.6%, below the 5% threshold
Thesis & Journal · 301057.SZLocal privado en este navegador · Zhejiang Huilong New Materials 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

$3.5B

P/E

91.0x

↑

EV/EBITDA

47.8x

↑

ROE

4.6%

↓

Gross Margin

14.6%

↓

Debt/Equity

0.84

↑
52-Week Range$30
$15$47

TradingView lightweight chart

301057.SZ price, volumen y niveles de valoración

Último $30.04Periodo +18.3%
Fair value: $30.04

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

+15.6%

FCF CAGR

—

FCF margin

-40.4%

FCF / Net income

-10.94x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $951.2M · net income $35.1M · FCF $-384.3M

2022-FY → 2025-FY

Gross margin

14.6%-1.5% pts

Operating margin

3.8%-2.4% pts

Net margin

3.7%-2.9% pts

FCF margin

-40.4%-37.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$951.2M$951.2M$838.3M$804.1M$615.2M
Net Income$35.1M$35.1M$30.9M$51.3M$40.6M
EBITDA$83.4M$83.4M$68.3M$83.4M$64.9M
EPS0.300.300.270.450.37
Gross Margin14.6%14.6%13.8%16.7%16.1%
Operating Margin3.8%3.8%3.7%6.5%6.2%
Net Margin3.7%3.7%3.7%6.4%6.6%
Balance Sheet
Debt/Equity0.840.840.230.000.05
Current Ratio1.231.23———
Cash Flow
Free Cash Flow$-384.3M$-384.3M$-304.7M$-34.1M$-18.7M
Returns
ROE4.6%4.6%4.1%6.7%6.5%
Valuation
P/E91.0391.0343.4837.5656.97
EV/EBITDA47.7547.7520.9019.9032.25
P/B4.594.591.782.503.71
Growth & Yield
Revenue Growth13.5%13.5%4.3%30.7%—
EPS Growth11.1%11.1%-40.0%21.6%—
Dividend Yield0.7%0.7%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

107.1%

muy exigente

EPS terminal req.

$2.67

Spread vs growth

-96.0%

5Y implied EPS CAGR

60.8%

muy exigente

EPS terminal req.

$3.23

Spread vs growth

-49.7%

10Y implied EPS CAGR

33.0%

muy exigente

EPS terminal req.

$5.19

Spread vs growth

-21.9%

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 +82.2%

Total return

+82.2%

Start / end P/E

61.3x → 100.1x

EPS bridge

0.27 → 0.30

Residual

+7.0%

EPS growth+11.1%
Multiple rerating+63.4%
Dividend+0.7%
Residual / FX / buybacks / cross-term+7.0%

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.