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600367.SS$35.31+10.00%
Fair $35.31+0.0%

600367.SS

Guizhou RedStar Developing Co.,Ltd.

Basic Materials / ChemicalsShanghai

$35.31

+3.21 (+10.00%)

Fairly Valued+0.0%Fair Value $35.31Fund rank 29/100 · Data gapFallback financials|
SA 56/C
F-Score: 5/9
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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $30.9M · quality 49.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 24/100Data 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

56/100

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: 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 3.8%, below the 5% threshold
Thesis & Journal · 600367.SSLocal privado en este navegador · Guizhou RedStar Developing 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

$12.0B

P/E

135.8x

↑

EV/EBITDA

38.3x

↑

ROE

3.8%

↑

Gross Margin

23.8%

↑

Debt/Equity

0.03

↓
52-Week Range$35
$13$35

TradingView lightweight chart

600367.SS price, volumen y niveles de valoración

Último $35.31Periodo +223.1%
Fair value: $35.31

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

-9.2%

FCF CAGR

—

FCF margin

-1.7%

FCF / Net income

-0.40x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.14B · net income $92.8M · FCF $-37.0M

2022-FY → 2025-FY

Gross margin

23.8%+4.4% pts

Operating margin

8.9%-1.5% pts

Net margin

4.3%-3.2% pts

FCF margin

-1.7%-7.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.14B$2.14B$2.20B$2.20B$2.85B
Net Income$92.8M$92.8M$89.1M$26.5M$214.9M
EBITDA$297.0M$297.0M$285.4M$241.5M$443.2M
EPS0.270.270.260.090.74
Gross Margin23.8%23.8%18.3%13.0%19.5%
Operating Margin8.9%8.9%5.4%3.1%10.4%
Net Margin4.3%4.3%4.1%1.2%7.5%
Balance Sheet
Debt/Equity0.030.030.020.060.15
Current Ratio3.583.58———
Cash Flow
Free Cash Flow$-37.0M$-37.0M$30.9M$121.6M$159.6M
Returns
ROE3.8%3.8%3.7%1.1%12.4%
Valuation
P/E135.81135.8141.81145.3321.86
EV/EBITDA38.2638.2610.0712.5610.14
P/B4.944.941.561.662.71
Growth & Yield
Revenue Growth-2.8%-2.8%0.0%-23.0%—
EPS Growth3.8%3.8%188.9%-87.8%—
Dividend Yield0.1%0.1%———

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

126.4%

muy exigente

EPS terminal req.

$3.13

Spread vs growth

-122.6%

5Y implied EPS CAGR

69.6%

muy exigente

EPS terminal req.

$3.79

Spread vs growth

-65.8%

10Y implied EPS CAGR

36.6%

muy exigente

EPS terminal req.

$6.11

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 +151.1%

Total return

+151.1%

Start / end P/E

54.1x → 130.8x

EPS bridge

0.26 → 0.27

Residual

+5.4%

EPS growth+3.8%
Multiple rerating+141.7%
Dividend+0.1%
Residual / FX / buybacks / cross-term+5.4%

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.