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301300.SZ$36.35+2.34%
Fair $36.35+0.0%

301300.SZ

Fujian Yuanxiang New Materials Co.,Ltd

Basic Materials / ChemicalsShenzhen

$36.35

+0.83 (+2.34%)

Fairly Valued+0.0%Fair Value $36.35Fund rank 30/100 · Data gapFallback financials|
SA 45/C
F-Score: 7/9

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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $22.9M · quality 50.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 32/100Data 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

45/100

C

Piotroski

7/9

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 · 301300.SZLocal privado en este navegador · Fujian Yuanxiang New Materials 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

$2.4B

P/E

26.3x

↑

EV/EBITDA

17.5x

↑

ROE

10.9%

↑

Gross Margin

29.5%

↑

Debt/Equity

0.01

↓
52-Week Range$36
$33$55

TradingView lightweight chart

301300.SZ price, volumen y niveles de valoración

Último $36.35Periodo -37.0%
Fair value: $36.35

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

+11.9%

FCF CAGR

-2.8%

FCF margin

10.1%

FCF / Net income

0.58x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $513.7M · net income $89.9M · FCF $51.8M

2022-FY → 2025-FY

Gross margin

29.5%+4.3% pts

Operating margin

19.2%+2.4% pts

Net margin

17.5%+3.0% pts

FCF margin

10.1%-5.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$513.7M$513.7M$471.3M$393.8M$367.0M
Net Income$89.9M$89.9M$48.2M$34.4M$53.3M
EBITDA$119.9M$119.9M$71.8M$51.6M$70.6M
EPS1.421.420.760.531.00
Gross Margin29.5%29.5%22.2%20.4%25.2%
Operating Margin19.2%19.2%11.0%9.6%16.8%
Net Margin17.5%17.5%10.2%8.7%14.5%
Balance Sheet
Debt/Equity0.010.010.030.020.02
Current Ratio5.475.47———
Cash Flow
Free Cash Flow$51.8M$51.8M$-24.2M$22.9M$56.4M
Returns
ROE10.9%10.9%6.0%4.1%6.4%
Valuation
P/E26.3426.3431.0959.3431.67
EV/EBITDA17.5117.5116.6429.7616.56
P/B2.782.781.882.422.04
Growth & Yield
Revenue Growth9.0%9.0%19.7%7.3%—
EPS Growth86.8%86.8%43.4%-47.0%—
Dividend Yield3.0%3.0%———

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

31.5%

muy exigente

EPS terminal req.

$3.23

Spread vs growth

55.4%

5Y implied EPS CAGR

22.4%

exigente

EPS terminal req.

$3.90

Spread vs growth

64.4%

10Y implied EPS CAGR

16.0%

exigente

EPS terminal req.

$6.29

Spread vs growth

70.8%

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 -4.9%

Total return

-4.9%

Start / end P/E

52.0x → 25.6x

EPS bridge

0.76 → 1.42

Residual

-44.1%

EPS growth+86.8%
Multiple rerating-50.7%
Dividend+3.0%
Residual / FX / buybacks / cross-term-44.1%

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.