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301149.SZ$11.61+2.08%
Fair $11.61+0.0%

301149.SZ

ShanDong Longhua New Material Co.,Ltd.

Basic Materials / Specialty ChemicalsShenzhen

$11.61

+0.24 (+2.08%)

Fairly Valued+0.0%Fair Value $11.61Fund rank 27/100 · Data gapFallback financials|
SA 44/C
F-Score: 5/9

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 21%

FCF escenarios

weak_data · normalized FCF $-197.7M · quality 60.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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: 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 · 301149.SZLocal privado en este navegador · ShanDong Longhua New Material 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

$5.0B

P/E

37.5x

↑

EV/EBITDA

15.4x

↑

ROE

6.9%

↑

Gross Margin

4.3%

↓

Debt/Equity

0.25

↑
52-Week Range$12
$10$15

TradingView lightweight chart

301149.SZ price, volumen y niveles de valoración

Último $11.79Periodo -52.5%
Fair value: $11.61

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

+25.9%

FCF CAGR

—

FCF margin

-0.8%

FCF / Net income

-0.34x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.32B · net income $142.5M · FCF $-49.1M

2022-FY → 2025-FY

Gross margin

4.3%-2.4% pts

Operating margin

2.8%-1.4% pts

Net margin

2.3%-1.8% pts

FCF margin

-0.8%+1.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.32B$6.32B$5.62B$5.02B$3.17B
Net Income$142.5M$142.5M$171.4M$248.0M$127.0M
EBITDA$286.0M$286.0M$265.3M$342.0M$195.0M
EPS0.330.330.400.580.30
Gross Margin4.3%4.3%4.1%7.6%6.7%
Operating Margin2.8%2.8%3.3%5.8%4.1%
Net Margin2.3%2.3%3.0%4.9%4.0%
Balance Sheet
Debt/Equity0.250.250.420.220.00
Current Ratio1.461.46———
Cash Flow
Free Cash Flow$-49.1M$-49.1M$-301.3M$-197.7M$-73.4M
Returns
ROE6.9%6.9%8.9%13.5%7.8%
Valuation
P/E37.4537.4524.3021.2136.83
EV/EBITDA15.3815.3816.4215.2921.95
P/B2.432.432.172.852.86
Growth & Yield
Revenue Growth12.4%12.4%12.0%58.5%—
EPS Growth-17.5%-17.5%-31.0%93.3%—
Dividend Yield1.3%1.3%———

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

46.2%

muy exigente

EPS terminal req.

$1.03

Spread vs growth

-63.7%

5Y implied EPS CAGR

30.4%

muy exigente

EPS terminal req.

$1.25

Spread vs growth

-47.9%

10Y implied EPS CAGR

19.8%

exigente

EPS terminal req.

$2.01

Spread vs growth

-37.3%

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 +5.7%

Total return

+5.7%

Start / end P/E

28.2x → 35.7x

EPS bridge

0.40 → 0.33

Residual

-4.7%

EPS growth-17.5%
Multiple rerating+26.6%
Dividend+1.3%
Residual / FX / buybacks / cross-term-4.7%

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.