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600231.SS$2.02-0.98%
Fair $2.02+0.0%

600231.SS

Lingyuan Iron & Steel Co., Ltd.

Basic Materials / SteelShanghai

$2.02

-0.02 (-0.98%)

Fairly Valued+0.0%Fair Value $2.02Fund rank 26/100 · Data gapFallback financials|
SA 7/F
F-Score: 4/9
Declining RevenueLow 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 $-635.5M · quality 41.7/100

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

7/100

F

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: 2unknown: 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. Revenue has declined for 3 consecutive years ROE is -38.7%, below the 5% threshold
Thesis & Journal · 600231.SSLocal privado en este navegador · Lingyuan Iron & Steel 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

$5.8B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-38.7%

↓

Gross Margin

-6.0%

↓

Debt/Equity

1.11

↑
52-Week Range$2
$2$3

TradingView lightweight chart

600231.SS price, volumen y niveles de valoración

Último $2.020Periodo +42.4%
Fair value: $2.020

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

-10.1%

FCF CAGR

—

FCF margin

-4.1%

FCF / Net income

0.41x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $15.66B · net income $-1.56B · FCF $-635.5M

2022-FY → 2025-FY

Gross margin

-6.0%-4.4% pts

Operating margin

-9.1%-5.0% pts

Net margin

-9.9%-6.1% pts

FCF margin

-4.1%+0.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$15.66B$15.66B$18.10B$20.32B$21.56B
Net Income$-1.56B$-1.56B$-1.68B$-681.2M$-833.7M
EBITDA$-928.5M$-928.5M$-1.51B$-315.2M$-228.8M
EPS-0.56-0.56-0.59-0.24-0.29
Gross Margin-6.0%-6.0%-6.0%-0.8%-1.6%
Operating Margin-9.1%-9.1%-8.9%-3.6%-4.1%
Net Margin-9.9%-9.9%-9.3%-3.4%-3.9%
Balance Sheet
Debt/Equity1.111.110.670.320.23
Current Ratio0.340.34———
Cash Flow
Free Cash Flow$-635.5M$-635.5M$-1.89B$1.13B$-1.00B
Returns
ROE-38.7%-38.7%-29.8%-9.2%-10.2%
Valuation
P/B1.401.400.850.830.79
Growth & Yield
Revenue Growth-13.5%-13.5%-10.9%-5.7%—
EPS Growth5.1%5.1%-145.8%17.2%—

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 +16.1%

Total return

+16.1%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.59 → -0.56

Residual

+16.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+16.1%

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.