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600313.SS$6.19+2.15%
Fair $6.19+0.0%

600313.SS

Zhongnongfa Seed Industry Group Co., Ltd.

Consumer Defensive / Farm ProductsShanghai

$6.19

+0.13 (+2.15%)

Fairly Valued+0.0%Fair Value $6.19Fund rank 28/100 · Data gapFallback financials|
SA 45/C
F-Score: 6/9
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 19%

FCF escenarios

weak_data · normalized FCF $124.8M · quality 50.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

45/100

C

Piotroski

6/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is 4.2%, below the 5% threshold
Thesis & Journal · 600313.SSLocal privado en este navegador · Zhongnongfa Seed Industry Group 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

$7.2B

P/E

123.8x

↑

EV/EBITDA

18.3x

↑

ROE

4.2%

↓

Gross Margin

7.5%

↓

Debt/Equity

0.25

↓
52-Week Range$6
$6$10

TradingView lightweight chart

600313.SS price, volumen y niveles de valoración

Último $6.190Periodo +8.6%
Fair value: $6.190

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

+8.2%

FCF CAGR

—

FCF margin

1.9%

FCF / Net income

1.49x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.65B · net income $83.6M · FCF $124.8M

2022-FY → 2025-FY

Gross margin

7.5%-3.3% pts

Operating margin

2.9%-1.9% pts

Net margin

1.3%-3.1% pts

FCF margin

1.9%+2.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.65B$6.65B$5.56B$6.76B$5.25B
Net Income$83.6M$83.6M$46.9M$127.0M$230.1M
EBITDA$298.2M$298.2M$259.1M$365.4M$511.5M
EPS0.080.080.040.120.21
Gross Margin7.5%7.5%7.6%8.4%10.8%
Operating Margin2.9%2.9%2.6%3.9%4.8%
Net Margin1.3%1.3%0.8%1.9%4.4%
Balance Sheet
Debt/Equity0.250.250.200.200.13
Current Ratio2.112.11———
Cash Flow
Free Cash Flow$124.8M$124.8M$-186.5M$514.1M$-46.3M
Returns
ROE4.2%4.2%2.5%6.8%13.2%
Valuation
P/E123.80123.80159.7560.4247.84
EV/EBITDA18.3218.3226.5518.7320.35
P/B3.243.243.924.126.34
Growth & Yield
Revenue Growth19.6%19.6%-17.7%28.8%—
EPS Growth100.0%100.0%-66.7%-43.6%—

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

90.1%

muy exigente

EPS terminal req.

$0.55

Spread vs growth

9.9%

5Y implied EPS CAGR

52.7%

muy exigente

EPS terminal req.

$0.66

Spread vs growth

47.3%

10Y implied EPS CAGR

29.6%

muy exigente

EPS terminal req.

$1.07

Spread vs growth

70.4%

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 -3.1%

Total return

-3.1%

Start / end P/E

159.7x → 77.4x

EPS bridge

0.04 → 0.08

Residual

-51.6%

EPS growth+100.0%
Multiple rerating-51.6%
Dividend+0.0%
Residual / FX / buybacks / cross-term-51.6%

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.