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301233.SZ$58.71-8.47%
Fair $58.71+0.0%

301233.SZ

Chengdu Shengbang Seals Co.,Ltd.

Basic Materials / Specialty ChemicalsShenzhen

$58.71

-5.43 (-8.47%)

Fairly Valued+0.0%Fair Value $58.71Fund rank 27/100 · Data gapFallback financials|
SA 57/C
F-Score: 4/9

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 $12.8M · quality 46.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

57/100

C

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: 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 · 301233.SZLocal privado en este navegador · Chengdu Shengbang Seals 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

$3.0B

P/E

36.7x

↑

EV/EBITDA

22.6x

↑

ROE

8.8%

↑

Gross Margin

37.3%

↑

Debt/Equity

0.00

↓
52-Week Range$59
$42$70

TradingView lightweight chart

301233.SZ price, volumen y niveles de valoración

Último $64.14Periodo +12.3%
Fair value: $58.71

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

+13.1%

FCF CAGR

—

FCF margin

9.4%

FCF / Net income

0.48x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $440.8M · net income $87.1M · FCF $41.6M

2022-FY → 2025-FY

Gross margin

37.3%+2.0% pts

Operating margin

21.7%+4.8% pts

Net margin

19.8%+4.2% pts

FCF margin

9.4%+15.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$440.8M$440.8M$404.4M$340.0M$305.0M
Net Income$87.1M$87.1M$87.0M$64.0M$47.5M
EBITDA$120.5M$120.5M$115.5M$85.7M$64.7M
EPS1.721.721.711.241.06
Gross Margin37.3%37.3%40.2%40.1%35.3%
Operating Margin21.7%21.7%24.5%20.8%16.9%
Net Margin19.8%19.8%21.5%18.8%15.6%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Current Ratio11.6611.66———
Cash Flow
Free Cash Flow$41.6M$41.6M$7.5M$12.8M$-19.3M
Returns
ROE8.8%8.8%9.4%7.2%5.5%
Valuation
P/E36.6936.6925.7534.9433.72
EV/EBITDA22.5622.5616.9524.5919.97
P/B3.023.022.422.531.86
Growth & Yield
Revenue Growth9.0%9.0%19.0%11.5%—
EPS Growth0.5%0.5%37.4%17.9%—
Dividend Yield0.8%0.8%———

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

44.8%

muy exigente

EPS terminal req.

$5.21

Spread vs growth

-44.3%

5Y implied EPS CAGR

29.7%

muy exigente

EPS terminal req.

$6.30

Spread vs growth

-29.2%

10Y implied EPS CAGR

19.4%

exigente

EPS terminal req.

$10.15

Spread vs growth

-19.0%

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 +14.7%

Total return

+14.7%

Start / end P/E

30.2x → 34.2x

EPS bridge

1.71 → 1.72

Residual

+0.1%

EPS growth+0.5%
Multiple rerating+13.3%
Dividend+0.8%
Residual / FX / buybacks / cross-term+0.1%

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.