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600076.SS$3.65+1.67%
Fair $3.65+0.0%

600076.SS

Kangxin New Materials Co., Ltd

Basic Materials / Lumber & Wood ProductionShanghai

$3.65

+0.06 (+1.67%)

Fairly Valued+0.0%Fair Value $3.65Fund rank 25/100 · Data gapFallback financials|
SA 24/D
F-Score: 1/9
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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-102.1M · quality 42.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data 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

24/100

D

Piotroski

1/9

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 -10.6%, below the 5% threshold
Thesis & Journal · 600076.SSLocal privado en este navegador · Kangxin 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

$4.9B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-10.6%

↓

Gross Margin

-20.0%

↓

Debt/Equity

0.47

↑
52-Week Range$4
$2$5

TradingView lightweight chart

600076.SS price, volumen y niveles de valoración

Último $3.650Periodo -39.3%
Fair value: $3.650

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

-6.7%

FCF CAGR

—

FCF margin

-32.5%

FCF / Net income

0.32x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $376.7M · net income $-384.6M · FCF $-122.5M

2022-FY → 2025-FY

Gross margin

-20.0%-31.5% pts

Operating margin

-38.4%-31.9% pts

Net margin

-102.1%-60.1% pts

FCF margin

-32.5%-30.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$376.7M$376.7M$600.3M$248.3M$464.2M
Net Income$-384.6M$-384.6M$-337.1M$-290.3M$-194.7M
EBITDA$-180.3M$-180.3M$-67.3M$-68.1M$22.9M
EPS-0.29-0.29-0.25-0.21-0.15
Gross Margin-20.0%-20.0%-9.5%-22.8%11.5%
Operating Margin-38.4%-38.4%-22.9%-48.7%-6.5%
Net Margin-102.1%-102.1%-56.2%-117.0%-41.9%
Balance Sheet
Debt/Equity0.470.470.330.290.31
Current Ratio2.422.42———
Cash Flow
Free Cash Flow$-122.5M$-122.5M$63.8M$-102.1M$-8.0M
Returns
ROE-10.6%-10.6%-8.4%-6.7%-4.2%
Valuation
EV/EBITDA————218.76
P/B1.341.340.630.860.83
Growth & Yield
Revenue Growth-37.2%-37.2%141.8%-46.5%—
EPS Growth-16.0%-16.0%-19.0%-40.0%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +54.7%

Total return

+54.7%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.25 → -0.29

Residual

+54.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+54.7%

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.