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600354.SS$5.50-3.00%
Fair $5.50+0.0%

600354.SS

Gansu Dunhuang Seed Group Co.,Ltd.

Consumer Defensive / Farm ProductsShanghai

$5.50

-0.17 (-3.00%)

Fairly Valued+0.0%Fair Value $5.50Fund rank 38/100 · Data gapFallback financials|
SA 44/C
F-Score: 5/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $247.1M · quality 79.7/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 82/100Data 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

44/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 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.
Thesis & Journal · 600354.SSLocal privado en este navegador · Gansu Dunhuang Seed 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

$2.9B

P/E

91.7x

↑

EV/EBITDA

8.0x

↓

ROE

6.7%

↑

Gross Margin

36.6%

↑

Debt/Equity

0.28

↓
52-Week Range$6
$5$8

TradingView lightweight chart

600354.SS price, volumen y niveles de valoración

Último $5.500Periodo +43.1%
Fair value: $5.500

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

+4.9%

FCF CAGR

+7.9%

FCF margin

34.5%

FCF / Net income

8.47x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.16B · net income $47.3M · FCF $400.1M

2022-FY → 2025-FY

Gross margin

36.6%+12.1% pts

Operating margin

19.4%+11.9% pts

Net margin

4.1%+2.1% pts

FCF margin

34.5%+2.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.16B$1.16B$1.16B$1.16B$1.00B
Net Income$47.3M$47.3M$49.9M$40.8M$20.0M
EBITDA$260.6M$260.6M$240.9M$203.7M$134.5M
EPS0.090.090.090.080.04
Gross Margin36.6%36.6%32.2%27.8%24.4%
Operating Margin19.4%19.4%16.1%12.9%7.5%
Net Margin4.1%4.1%4.3%3.5%2.0%
Balance Sheet
Debt/Equity0.280.280.480.780.79
Current Ratio1.571.57———
Cash Flow
Free Cash Flow$400.1M$400.1M$247.1M$176.6M$318.6M
Returns
ROE6.7%6.7%7.7%6.8%3.1%
Valuation
P/E91.6791.6758.4179.17209.23
EV/EBITDA7.977.979.9114.2929.21
P/B4.144.144.475.406.54
Growth & Yield
Revenue Growth0.4%0.4%-0.2%15.2%—
EPS Growth-5.3%-5.3%22.3%104.0%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

76.0%

muy exigente

EPS terminal req.

$0.49

Spread vs growth

-81.3%

5Y implied EPS CAGR

45.8%

muy exigente

EPS terminal req.

$0.59

Spread vs growth

-51.1%

10Y implied EPS CAGR

26.7%

muy exigente

EPS terminal req.

$0.95

Spread vs growth

-32.0%

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 -13.0%

Total return

-13.0%

Start / end P/E

66.9x → 61.5x

EPS bridge

0.09 → 0.09

Residual

+0.4%

EPS growth-5.3%
Multiple rerating-8.1%
Dividend+0.0%
Residual / FX / buybacks / cross-term+0.4%

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.