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301349.SZ$62.01+0.37%
Fair $62.01+0.0%

301349.SZ

Liaoning Xinde New Material Technology Co., Ltd.

Basic Materials / Specialty ChemicalsShenzhen

$62.01

+0.23 (+0.37%)

Fairly Valued+0.0%Fair Value $62.01Fund rank 27/100 · Data gapFallback financials|
SA 56/C
F-Score: 5/9
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 23%

FCF escenarios

weak_data · normalized FCF $-121.1M · quality 66.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

56/100

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: 1unknown: 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. ROE is 1.4%, below the 5% threshold
Thesis & Journal · 301349.SZLocal privado en este navegador · Liaoning Xinde New Material Technology 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

$8.8B

P/E

140.9x

↑

EV/EBITDA

53.7x

↑

ROE

1.4%

↑

Gross Margin

11.3%

↓

Debt/Equity

0.15

↓
52-Week Range$62
$22$68

TradingView lightweight chart

301349.SZ price, volumen y niveles de valoración

Último $61.78Periodo -19.1%
Fair value: $62.01

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

+8.7%

FCF CAGR

—

FCF margin

-23.1%

FCF / Net income

-6.94x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.16B · net income $38.6M · FCF $-267.9M

2022-FY → 2025-FY

Gross margin

11.3%-15.7% pts

Operating margin

3.3%-14.7% pts

Net margin

3.3%-13.2% pts

FCF margin

-23.1%-7.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.16B$1.16B$810.1M$948.9M$903.7M
Net Income$38.6M$38.6M$-33.0M$41.3M$149.0M
EBITDA$120.2M$120.2M$38.8M$92.2M$186.5M
EPS0.380.38-0.330.401.80
Gross Margin11.3%11.3%4.9%13.7%27.0%
Operating Margin3.3%3.3%-5.4%4.4%18.1%
Net Margin3.3%3.3%-4.1%4.4%16.5%
Balance Sheet
Debt/Equity0.150.150.060.080.03
Current Ratio4.604.60———
Cash Flow
Free Cash Flow$-267.9M$-267.9M$-63.2M$-121.1M$-145.8M
Returns
ROE1.4%1.4%-1.2%1.5%5.3%
Valuation
P/E140.93140.93—76.1230.99
EV/EBITDA53.7353.7355.4433.6424.97
P/B2.292.290.801.141.65
Growth & Yield
Revenue Growth43.3%43.3%-14.6%5.0%—
EPS Growth217.1%217.1%-180.7%-77.5%—
Dividend Yield0.5%0.5%———

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

143.2%

muy exigente

EPS terminal req.

$5.50

Spread vs growth

73.9%

5Y implied EPS CAGR

77.1%

muy exigente

EPS terminal req.

$6.66

Spread vs growth

140.0%

10Y implied EPS CAGR

39.6%

muy exigente

EPS terminal req.

$10.72

Spread vs growth

177.5%

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 +148.3%

Total return

+148.3%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.33 → 0.38

Residual

+147.8%

EPS growthn/d
Multiple reratingn/d
Dividend+0.5%
Residual / FX / buybacks / cross-term+147.8%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.