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301220.SZ$37.58-2.67%
Fair $37.58+0.0%

301220.SZ

Kunshan Asia Aroma Corp., Ltd.

Basic Materials / ChemicalsShenzhen

$37.58

-1.03 (-2.67%)

Fairly Valued+0.0%Fair Value $37.58Fund rank 25/100 · Data gapFallback financials|
SA 41/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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $-156.7M · quality 49.3/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 8/100Data 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

41/100

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 301220.SZLocal privado en este navegador · Kunshan Asia Aroma Corp., 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

$4.2B

P/E

87.4x

↑

EV/EBITDA

23.2x

↑

ROE

6.6%

↑

Gross Margin

26.4%

↑

Debt/Equity

0.30

↑
52-Week Range$38
$34$52

TradingView lightweight chart

301220.SZ price, volumen y niveles de valoración

Último $38.61Periodo +10.4%
Fair value: $37.58

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

+13.6%

FCF CAGR

—

FCF margin

-12.2%

FCF / Net income

-1.09x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.04B · net income $115.6M · FCF $-126.0M

2022-FY → 2025-FY

Gross margin

26.4%-9.1% pts

Operating margin

8.7%-11.8% pts

Net margin

11.2%-7.5% pts

FCF margin

-12.2%-16.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.04B$1.04B$796.7M$630.2M$705.4M
Net Income$115.6M$115.6M$55.7M$80.2M$131.8M
EBITDA$197.6M$197.6M$109.5M$127.8M$191.5M
EPS1.031.030.490.711.33
Gross Margin26.4%26.4%25.5%32.2%35.5%
Operating Margin8.7%8.7%5.5%12.4%20.5%
Net Margin11.2%11.2%7.0%12.7%18.7%
Balance Sheet
Debt/Equity0.300.300.180.090.04
Current Ratio1.921.92———
Cash Flow
Free Cash Flow$-126.0M$-126.0M$-346.9M$-156.7M$31.9M
Returns
ROE6.6%6.6%3.4%5.1%8.5%
Valuation
P/E87.4087.4053.5731.8020.48
EV/EBITDA23.1723.1728.0618.5313.81
P/B2.402.401.831.611.75
Growth & Yield
Revenue Growth29.9%29.9%26.4%-10.7%—
EPS Growth110.2%110.2%-31.4%-46.2%—
Dividend Yield0.4%0.4%———

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

47.9%

muy exigente

EPS terminal req.

$3.33

Spread vs growth

62.3%

5Y implied EPS CAGR

31.4%

muy exigente

EPS terminal req.

$4.03

Spread vs growth

78.8%

10Y implied EPS CAGR

20.2%

exigente

EPS terminal req.

$6.50

Spread vs growth

90.0%

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 -24.6%

Total return

-24.6%

Start / end P/E

102.3x → 36.5x

EPS bridge

0.49 → 1.03

Residual

-70.9%

EPS growth+110.2%
Multiple rerating-64.3%
Dividend+0.4%
Residual / FX / buybacks / cross-term-70.9%

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.