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600423.SS$2.79+2.55%
Fair $2.79+0.0%

600423.SS

Liuzhou Chemical Industry Co., Ltd.

Basic Materials / Agricultural InputsShanghai

$2.79

+0.07 (+2.55%)

Fairly Valued+0.0%Fair Value $2.79Fund rank 31/100 · Data gapFallback financials|
SA 22/D
F-Score: 3/9
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 31% · confianza 25%

FCF escenarios

weak_data · normalized FCF $3.6M · quality 56.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 39/100Data 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

22/100

D

Piotroski

3/9

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 -4.9%, below the 5% threshold
Thesis & Journal · 600423.SSLocal privado en este navegador · Liuzhou Chemical Industry 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

$2.2B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-4.9%

↓

Gross Margin

5.9%

↓

Debt/Equity

0.01

↓
52-Week Range$3
$3$5

TradingView lightweight chart

600423.SS price, volumen y niveles de valoración

Último $2.820Periodo -3.3%
Fair value: $2.790

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

+2.3%

FCF CAGR

-42.2%

FCF margin

2.6%

FCF / Net income

-0.14x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $137.4M · net income $-25.7M · FCF $3.6M

2022-FY → 2025-FY

Gross margin

5.9%-13.2% pts

Operating margin

-4.1%-15.8% pts

Net margin

-18.7%-31.1% pts

FCF margin

2.6%-11.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$137.4M$137.4M$164.9M$141.9M$128.5M
Net Income$-25.7M$-25.7M$30.2M$73.3M$15.9M
EBITDA$-18.1M$-18.1M$40.8M$81.4M$22.5M
EPS-0.03-0.030.040.090.02
Gross Margin5.9%5.9%21.3%19.3%19.1%
Operating Margin-4.1%-4.1%13.3%10.2%11.7%
Net Margin-18.7%-18.7%18.3%51.6%12.3%
Balance Sheet
Debt/Equity0.010.010.010.00—
Current Ratio8.958.95———
Cash Flow
Free Cash Flow$3.6M$3.6M$45.9M$2.3M$18.5M
Returns
ROE-4.9%-4.9%5.5%14.4%3.6%
Valuation
P/E——69.2540.78170.00
EV/EBITDA——40.8831.65102.68
P/B4.544.543.795.876.22
Growth & Yield
Revenue Growth-16.7%-16.7%16.2%10.5%—
EPS Growth-175.0%-175.0%-55.6%350.0%—

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 -15.8%

Total return

-15.8%

Start / end P/E

n/dx → n/dx

EPS bridge

0.04 → -0.03

Residual

-15.8%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-15.8%

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.