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600078.SS$12.09-1.31%
Fair $12.09+0.0%

600078.SS

Jiangsu ChengXing Phosph-Chemicals Co., Ltd.

Basic Materials / ChemicalsShanghai

$12.09

-0.16 (-1.31%)

Fairly Valued+0.0%Fair Value $12.09Fund rank 29/100 · Data gapFallback financials|
SA 34/D
F-Score: 8/9
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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $299.8M · quality 54.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 57/100Data 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

34/100

D

Piotroski

8/9

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 0.5%, below the 5% threshold
Thesis & Journal · 600078.SSLocal privado en este navegador · Jiangsu ChengXing Phosph-Chemicals 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

$8.2B

P/E

109.9x

↑

EV/EBITDA

23.4x

↑

ROE

0.5%

↑

Gross Margin

11.8%

↓

Debt/Equity

0.75

↑
52-Week Range$12
$5$17

TradingView lightweight chart

600078.SS price, volumen y niveles de valoración

Último $12.09Periodo +326.1%
Fair value: $12.09

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

-7.5%

FCF CAGR

-4.5%

FCF margin

8.3%

FCF / Net income

35.39x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.60B · net income $8.5M · FCF $299.8M

2022-FY → 2025-FY

Gross margin

11.8%-9.9% pts

Operating margin

4.8%-11.7% pts

Net margin

0.2%-11.3% pts

FCF margin

8.3%+0.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.60B$3.60B$3.36B$3.10B$4.54B
Net Income$8.5M$8.5M$-198.9M$-60.8M$521.8M
EBITDA$463.1M$463.1M$212.8M$392.7M$1.26B
EPS0.010.01-0.30-0.090.79
Gross Margin11.8%11.8%6.9%9.8%21.8%
Operating Margin4.8%4.8%-0.4%2.6%16.4%
Net Margin0.2%0.2%-5.9%-2.0%11.5%
Balance Sheet
Debt/Equity0.750.750.920.880.94
Current Ratio0.810.81———
Cash Flow
Free Cash Flow$299.8M$299.8M$113.9M$468.1M$344.2M
Returns
ROE0.5%0.5%-12.0%-3.3%26.4%
Valuation
P/E109.91109.91——15.45
EV/EBITDA23.4123.4122.5216.407.44
P/B6.136.132.332.954.08
Growth & Yield
Revenue Growth7.2%7.2%8.2%-31.7%—
EPS Growth103.3%103.3%-226.8%-111.7%—

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

375.2%

muy exigente

EPS terminal req.

$1.07

Spread vs growth

-271.8%

5Y implied EPS CAGR

164.6%

muy exigente

EPS terminal req.

$1.30

Spread vs growth

-61.3%

10Y implied EPS CAGR

70.6%

muy exigente

EPS terminal req.

$2.09

Spread vs growth

32.7%

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 +114.0%

Total return

+114.0%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.30 → 0.01

Residual

+114.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+114.0%

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.