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301131.SZ$37.10-2.50%
Fair $37.10+0.0%

301131.SZ

Super-Dragon Engineering Plastics Co., Ltd

Industrials / Electrical Equipment & PartsShenzhen

$37.10

-0.95 (-2.50%)

Fairly Valued+0.0%Fair Value $37.10Fund rank 26/100 · Data gapFallback financials|
SA 26/D
F-Score: 4/9
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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $-133.2M · quality 63.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 35/100Data 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

26/100

D

Piotroski

4/9

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 3.8%, below the 5% threshold
Thesis & Journal · 301131.SZLocal privado en este navegador · Super-Dragon Engineering 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

$2.0B

P/E

74.2x

↑

EV/EBITDA

24.6x

↑

ROE

3.8%

↓

Gross Margin

12.8%

↓

Debt/Equity

0.96

↑
52-Week Range$37
$37$58

TradingView lightweight chart

301131.SZ price, volumen y niveles de valoración

Último $38.05Periodo -50.8%
Fair value: $37.10

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

+7.6%

FCF CAGR

—

FCF margin

-7.5%

FCF / Net income

-3.72x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.62B · net income $32.7M · FCF $-121.7M

2022-FY → 2025-FY

Gross margin

12.8%+2.5% pts

Operating margin

5.8%+1.5% pts

Net margin

2.0%-0.6% pts

FCF margin

-7.5%+2.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.62B$1.62B$1.71B$1.48B$1.30B
Net Income$32.7M$32.7M$38.5M$37.2M$34.5M
EBITDA$102.2M$102.2M$82.6M$73.5M$69.1M
EPS0.660.660.790.780.77
Gross Margin12.8%12.8%9.9%10.8%10.2%
Operating Margin5.8%5.8%3.6%4.0%4.3%
Net Margin2.0%2.0%2.3%2.5%2.6%
Balance Sheet
Debt/Equity0.960.960.980.710.54
Cash Flow
Free Cash Flow$-121.7M$-121.7M$-136.3M$-133.2M$-135.7M
Returns
ROE3.8%3.8%4.4%4.6%4.4%
Valuation
P/E74.2074.2039.9257.6162.02
EV/EBITDA24.6524.6525.7234.1534.72
P/B2.112.111.762.662.75
Growth & Yield
Revenue Growth-5.0%-5.0%15.7%13.3%—
EPS Growth-16.1%-16.1%1.4%1.0%—
Dividend Yield1.6%1.6%———

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

70.7%

muy exigente

EPS terminal req.

$3.29

Spread vs growth

-86.8%

5Y implied EPS CAGR

43.2%

muy exigente

EPS terminal req.

$3.98

Spread vs growth

-59.3%

10Y implied EPS CAGR

25.5%

muy exigente

EPS terminal req.

$6.42

Spread vs growth

-41.6%

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 -27.4%

Total return

-27.4%

Start / end P/E

66.3x → 56.1x

EPS bridge

0.79 → 0.66

Residual

+2.5%

EPS growth-16.1%
Multiple rerating-15.5%
Dividend+1.6%
Residual / FX / buybacks / cross-term+2.5%

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.