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600293.SS$3.27-1.80%
Fair $3.27+0.0%

600293.SS

Hubei Sanxia New Building Materials Co., Ltd.

Basic Materials / Building MaterialsShanghai

$3.27

-0.06 (-1.80%)

Fairly Valued+0.0%Fair Value $3.27Fund rank 24/100 · Data gapFallback financials|
SA 21/D
F-Score: 0/9
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 $-39.1M · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

21/100

D

Piotroski

0/9

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 2 consecutive years ROE is -1.8%, below the 5% threshold
Thesis & Journal · 600293.SSLocal privado en este navegador · Hubei Sanxia New Building 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

$3.8B

P/E

N/A

•

EV/EBITDA

20.9x

↑

ROE

-1.8%

↓

Gross Margin

3.0%

↓

Debt/Equity

0.44

↑
52-Week Range$3
$3$4

TradingView lightweight chart

600293.SS price, volumen y niveles de valoración

Último $3.270Periodo -35.7%
Fair value: $3.270

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

-14.3%

FCF CAGR

—

FCF margin

-26.6%

FCF / Net income

10.38x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.19B · net income $-30.4M · FCF $-315.7M

2022-FY → 2025-FY

Gross margin

3.0%+6.3% pts

Operating margin

-2.4%+9.9% pts

Net margin

-2.6%+13.0% pts

FCF margin

-26.6%-28.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.19B$1.19B$1.73B$2.18B$1.89B
Net Income$-30.4M$-30.4M$12.6M$43.9M$-293.4M
EBITDA$177.0M$177.0M$219.9M$248.9M$-91.4M
EPS-0.03-0.030.010.04-0.25
Gross Margin3.0%3.0%8.1%11.7%-3.3%
Operating Margin-2.4%-2.4%1.3%3.8%-12.3%
Net Margin-2.6%-2.6%0.7%2.0%-15.5%
Balance Sheet
Debt/Equity0.440.440.320.350.34
Current Ratio0.870.87———
Cash Flow
Free Cash Flow$-315.7M$-315.7M$-39.1M$-13.1M$29.1M
Returns
ROE-1.8%-1.8%0.7%2.6%-17.5%
Valuation
P/E——296.0084.50—
EV/EBITDA20.8820.8817.7715.39—
P/B1.921.922.132.161.86
Growth & Yield
Revenue Growth-31.4%-31.4%-20.4%15.2%—
EPS Growth-400.0%-400.0%-75.0%116.0%—

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 +9.0%

Total return

+9.0%

Start / end P/E

n/dx → n/dx

EPS bridge

0.01 → -0.03

Residual

+9.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+9.0%

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.