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301397.SZ$32.10+0.78%
Fair $32.10+0.0%

301397.SZ

Chongqing Sulian Plastic Co.,Ltd.

Consumer Cyclical / Auto PartsShenzhen

$32.10

+0.25 (+0.78%)

Fairly Valued+0.0%Fair Value $32.10Fund rank 27/100 · Data gapFallback financials|
SA 48/C
F-Score: 6/9
Margin Compression

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 $20.8M · quality 47.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

48/100

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: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Operating margin has declined for 3 consecutive years
Thesis & Journal · 301397.SZLocal privado en este navegador · Chongqing Sulian Plastic 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

41.7x

↑

EV/EBITDA

21.8x

↑

ROE

7.1%

↑

Gross Margin

21.4%

↓

Debt/Equity

0.14

↓
52-Week Range$32
$27$51

TradingView lightweight chart

301397.SZ price, volumen y niveles de valoración

Último $32.10Periodo -14.7%
Fair value: $32.10

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

+19.1%

FCF CAGR

+22.3%

FCF margin

5.4%

FCF / Net income

0.55x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.44B · net income $141.4M · FCF $77.2M

2022-FY → 2025-FY

Gross margin

21.4%-11.3% pts

Operating margin

9.3%-11.2% pts

Net margin

9.9%-8.2% pts

FCF margin

5.4%+0.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.44B$1.44B$1.24B$1.01B$849.2M
Net Income$141.4M$141.4M$122.5M$150.8M$153.4M
EBITDA$227.7M$227.7M$202.1M$224.3M$200.8M
EPS0.910.910.791.321.31
Gross Margin21.4%21.4%22.9%27.8%32.7%
Operating Margin9.3%9.3%10.6%16.5%20.4%
Net Margin9.9%9.9%9.9%14.9%18.1%
Balance Sheet
Debt/Equity0.140.140.070.040.11
Current Ratio2.312.31———
Cash Flow
Free Cash Flow$77.2M$77.2M$-318.9M$20.8M$42.3M
Returns
ROE7.1%7.1%6.3%7.7%24.7%
Valuation
P/E41.6941.6930.2827.20—
EV/EBITDA21.7621.7617.0314.17—
P/B2.492.491.902.10—
Growth & Yield
Revenue Growth15.6%15.6%22.9%19.0%—
EPS Growth15.2%15.2%-40.3%1.2%—
Dividend Yield1.9%1.9%———

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

46.3%

muy exigente

EPS terminal req.

$2.85

Spread vs growth

-31.1%

5Y implied EPS CAGR

30.5%

muy exigente

EPS terminal req.

$3.45

Spread vs growth

-15.3%

10Y implied EPS CAGR

19.8%

exigente

EPS terminal req.

$5.55

Spread vs growth

-4.6%

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 -4.7%

Total return

-4.7%

Start / end P/E

43.5x → 35.3x

EPS bridge

0.79 → 0.91

Residual

-2.9%

EPS growth+15.2%
Multiple rerating-18.9%
Dividend+1.9%
Residual / FX / buybacks / cross-term-2.9%

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.