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301622.SZ$54.88-2.54%
Fair $54.88+0.0%

301622.SZ

Baotou INST Magnetic New Materials Co., Ltd.

Industrials / Electrical Equipment & PartsShenzhen

$54.88

-1.43 (-2.54%)

Fairly Valued+0.0%Fair Value $54.88Fund rank 26/100 · Data gapFallback financials|
SA 40/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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $-41.8M · quality 49.3/100

Data gap 26/100
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

40/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 301622.SZLocal privado en este navegador · Baotou INST Magnetic 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

$6.4B

P/E

84.4x

↑

EV/EBITDA

26.6x

↑

ROE

8.4%

↑

Gross Margin

24.5%

↓

Debt/Equity

0.09

↓
52-Week Range$55
$53$103

TradingView lightweight chart

301622.SZ price, volumen y niveles de valoración

Último $54.88Periodo -45.1%
Fair value: $54.88

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

+8.4%

FCF CAGR

—

FCF margin

-12.7%

FCF / Net income

-1.39x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.44B · net income $131.5M · FCF $-183.2M

2022-FY → 2025-FY

Gross margin

24.5%-3.3% pts

Operating margin

14.0%-7.1% pts

Net margin

9.1%-8.5% pts

FCF margin

-12.7%-10.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.44B$1.44B$1.18B$951.8M$1.13B
Net Income$131.5M$131.5M$177.3M$138.3M$199.3M
EBITDA$226.8M$226.8M$257.8M$208.1M$267.2M
EPS1.131.132.041.592.29
Gross Margin24.5%24.5%28.1%26.2%27.8%
Operating Margin14.0%14.0%18.2%16.7%21.2%
Net Margin9.1%9.1%15.0%14.5%17.6%
Balance Sheet
Debt/Equity0.090.090.150.390.31
Current Ratio1.801.80———
Cash Flow
Free Cash Flow$-183.2M$-183.2M$-14.1M$-41.8M$-19.8M
Returns
ROE8.4%8.4%11.9%18.8%33.3%
Valuation
P/E84.4384.4330.22——
EV/EBITDA26.6226.6218.53——
P/B4.074.073.61——
Growth & Yield
Revenue Growth21.9%21.9%24.4%-16.0%—
EPS Growth-44.6%-44.6%28.3%-30.6%—
Dividend Yield0.3%0.3%———

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

62.7%

muy exigente

EPS terminal req.

$4.87

Spread vs growth

-107.3%

5Y implied EPS CAGR

39.1%

muy exigente

EPS terminal req.

$5.89

Spread vs growth

-83.7%

10Y implied EPS CAGR

23.7%

exigente

EPS terminal req.

$9.49

Spread vs growth

-68.3%

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 -22.0%

Total return

-22.0%

Start / end P/E

34.6x → 48.6x

EPS bridge

2.04 → 1.13

Residual

-18.0%

EPS growth-44.6%
Multiple rerating+40.3%
Dividend+0.3%
Residual / FX / buybacks / cross-term-18.0%

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.