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301076.SZ$28.24-0.56%
Fair $28.24+0.0%

301076.SZ

Sino-High (China) Co., Ltd.

Basic Materials / Specialty ChemicalsShenzhen

$28.24

-0.16 (-0.56%)

Fairly Valued+0.0%Fair Value $28.24Fund rank 24/100 · Data gapFallback financials|
SA 34/D
F-Score: 7/9

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 18%

FCF escenarios

weak_data · normalized FCF $38.4M · quality 33.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

34/100

D

Piotroski

7/9

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 · 301076.SZLocal privado en este navegador · Sino-High (China) 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

$6.4B

P/E

97.4x

↑

EV/EBITDA

50.9x

↑

ROE

5.6%

↑

Gross Margin

26.6%

↑

Debt/Equity

N/A

•
52-Week Range$28
$19$51

TradingView lightweight chart

301076.SZ price, volumen y niveles de valoración

Último $28.24Periodo +72.0%
Fair value: $28.24

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

+3.7%

FCF CAGR

-1.1%

FCF margin

8.7%

FCF / Net income

0.58x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $443.8M · net income $66.6M · FCF $38.4M

2022-FY → 2025-FY

Gross margin

26.6%-9.5% pts

Operating margin

14.0%-11.3% pts

Net margin

15.0%-11.9% pts

FCF margin

8.7%-1.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$443.8M$443.8M$419.5M$435.4M$398.1M
Net Income$66.6M$66.6M$56.0M$93.3M$106.9M
EBITDA$95.0M$95.0M$96.0M$132.0M$133.5M
EPS0.380.380.320.530.62
Gross Margin26.6%26.6%23.5%31.8%36.1%
Operating Margin14.0%14.0%10.9%20.1%25.3%
Net Margin15.0%15.0%13.3%21.4%26.9%
Balance Sheet
Debt/Equity————0.00
Current Ratio10.9610.96———
Cash Flow
Free Cash Flow$38.4M$38.4M$106.2M$-47.6M$39.7M
Returns
ROE5.6%5.6%4.9%8.4%9.9%
Valuation
P/E97.3897.3851.7033.1919.73
EV/EBITDA50.9150.9128.7421.3314.75
P/B4.174.172.522.781.95
Growth & Yield
Revenue Growth5.8%5.8%-3.7%9.4%—
EPS Growth18.8%18.8%-39.7%-13.8%—
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

87.5%

muy exigente

EPS terminal req.

$2.51

Spread vs growth

-68.8%

5Y implied EPS CAGR

51.5%

muy exigente

EPS terminal req.

$3.03

Spread vs growth

-32.7%

10Y implied EPS CAGR

29.1%

muy exigente

EPS terminal req.

$4.88

Spread vs growth

-10.3%

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 +17.5%

Total return

+17.5%

Start / end P/E

75.7x → 74.3x

EPS bridge

0.32 → 0.38

Residual

-0.3%

EPS growth+18.8%
Multiple rerating-1.8%
Dividend+0.8%
Residual / FX / buybacks / cross-term-0.3%

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.