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301092.SZ$50.63+0.46%
Fair $50.63+0.0%

301092.SZ

Zhejiang Zhengguang Industrial Co., Ltd.

Basic Materials / ChemicalsShenzhen

$50.63

+0.23 (+0.46%)

Fairly Valued+0.0%Fair Value $50.63Fund rank 26/100 · Data gapFallback financials|
SA 54/C
F-Score: 5/9
Margin Compression

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 21%

FCF escenarios

weak_data · normalized FCF $-250.6M · quality 58.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

54/100

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. Operating margin has declined for 3 consecutive years
Thesis & Journal · 301092.SZLocal privado en este navegador · Zhejiang Zhengguang Industrial 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

$6.8B

P/E

72.3x

↑

EV/EBITDA

44.2x

↑

ROE

5.1%

↑

Gross Margin

31.2%

↑

Debt/Equity

0.01

↓
52-Week Range$51
$28$53

TradingView lightweight chart

301092.SZ price, volumen y niveles de valoración

Último $50.63Periodo +40.3%
Fair value: $50.63

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

-1.2%

FCF CAGR

—

FCF margin

-38.5%

FCF / Net income

-2.50x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $651.6M · net income $100.3M · FCF $-250.6M

2022-FY → 2025-FY

Gross margin

31.2%-7.3% pts

Operating margin

15.5%-11.9% pts

Net margin

15.4%-10.9% pts

FCF margin

-38.5%-33.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$651.6M$651.6M$571.8M$526.2M$676.0M
Net Income$100.3M$100.3M$103.0M$108.8M$177.8M
EBITDA$141.2M$141.2M$144.8M$144.8M$231.3M
EPS0.750.750.770.811.33
Gross Margin31.2%31.2%31.4%33.8%38.5%
Operating Margin15.5%15.5%16.4%18.1%27.5%
Net Margin15.4%15.4%18.0%20.7%26.3%
Balance Sheet
Debt/Equity0.010.010.020.020.01
Current Ratio4.684.68———
Cash Flow
Free Cash Flow$-250.6M$-250.6M$-304.6M$-100.4M$-33.4M
Returns
ROE5.1%5.1%5.5%6.0%10.4%
Valuation
P/E72.3372.3328.7132.2821.92
EV/EBITDA44.1944.1916.7119.0013.37
P/B3.453.451.571.932.28
Growth & Yield
Revenue Growth13.9%13.9%8.7%-22.2%—
EPS Growth-2.6%-2.6%-4.9%-39.1%—
Dividend Yield0.5%0.5%———

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

81.6%

muy exigente

EPS terminal req.

$4.49

Spread vs growth

-84.2%

5Y implied EPS CAGR

48.6%

muy exigente

EPS terminal req.

$5.44

Spread vs growth

-51.2%

10Y implied EPS CAGR

27.9%

muy exigente

EPS terminal req.

$8.75

Spread vs growth

-30.5%

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 +70.0%

Total return

+70.0%

Start / end P/E

38.8x → 67.5x

EPS bridge

0.77 → 0.75

Residual

-1.9%

EPS growth-2.6%
Multiple rerating+74.0%
Dividend+0.5%
Residual / FX / buybacks / cross-term-1.9%

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.