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301077.SZ$27.51+1.40%
Fair $27.51+0.0%

301077.SZ

Zhejiang Chinastars New Materials Group Co., Ltd.

Consumer Cyclical / Textile ManufacturingShenzhen

$27.51

+0.38 (+1.40%)

Fairly Valued+0.0%Fair Value $27.51Fund rank 28/100 · Data gapFallback financials|
SA 42/C
F-Score: 6/9

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 20%

FCF escenarios

weak_data · normalized FCF $128.3M · quality 49.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data 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

42/100

C

Piotroski

6/9

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 · 301077.SZLocal privado en este navegador · Zhejiang Chinastars New Materials Group 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

$4.7B

P/E

36.7x

↑

EV/EBITDA

22.2x

↑

ROE

11.1%

↑

Gross Margin

33.7%

↑

Debt/Equity

0.30

↓
52-Week Range$28
$18$40

TradingView lightweight chart

301077.SZ price, volumen y niveles de valoración

Último $27.51Periodo +8.8%
Fair value: $27.51

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

+1.6%

FCF CAGR

+73.6%

FCF margin

16.7%

FCF / Net income

0.99x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $769.4M · net income $129.7M · FCF $128.3M

2022-FY → 2025-FY

Gross margin

33.7%+8.8% pts

Operating margin

19.2%+7.1% pts

Net margin

16.9%+3.5% pts

FCF margin

16.7%+13.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$769.4M$769.4M$792.4M$697.6M$733.3M
Net Income$129.7M$129.7M$148.1M$97.5M$98.1M
EBITDA$187.4M$187.4M$207.0M$152.2M$138.9M
EPS0.760.760.850.550.56
Gross Margin33.7%33.7%32.4%27.5%25.0%
Operating Margin19.2%19.2%19.3%13.0%12.1%
Net Margin16.9%16.9%18.7%14.0%13.4%
Balance Sheet
Debt/Equity0.300.300.370.290.20
Current Ratio2.312.31———
Cash Flow
Free Cash Flow$128.3M$128.3M$133.9M$-19.6M$24.5M
Returns
ROE11.1%11.1%12.1%7.9%8.0%
Valuation
P/E36.6836.6822.1525.0928.15
EV/EBITDA22.1722.1713.2711.5314.44
P/B4.034.032.681.992.27
Growth & Yield
Revenue Growth-2.9%-2.9%13.6%-4.9%—
EPS Growth-10.6%-10.6%53.2%-1.2%—
Dividend Yield2.2%2.2%———

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

47.5%

muy exigente

EPS terminal req.

$2.44

Spread vs growth

-58.1%

5Y implied EPS CAGR

31.2%

muy exigente

EPS terminal req.

$2.95

Spread vs growth

-41.8%

10Y implied EPS CAGR

20.1%

exigente

EPS terminal req.

$4.76

Spread vs growth

-30.7%

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 +29.7%

Total return

+29.7%

Start / end P/E

25.4x → 36.2x

EPS bridge

0.85 → 0.76

Residual

-4.5%

EPS growth-10.6%
Multiple rerating+42.6%
Dividend+2.2%
Residual / FX / buybacks / cross-term-4.5%

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.