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600691.SS$2.74+0.37%
Fair $2.74+0.0%

600691.SS

Yangmei Chemical Co.,Ltd

Basic Materials / ChemicalsShanghai

$2.74

+0.01 (+0.37%)

Fairly Valued+0.0%Fair Value $2.74Fund rank 21/100 · Data gapFallback financials|
SA 14/F
F-Score: 3/9
High DebtDeclining RevenueMargin CompressionLow 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 35% · confianza 11%

FCF escenarios

weak_data · normalized FCF $-115.6M · quality 24.7/100

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

14/100

F

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: 4unknown: 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. Debt-to-Equity ratio is 2.51, above the 2.0 threshold Revenue has declined for 3 consecutive years Operating margin has declined for 3 consecutive years
Thesis & Journal · 600691.SSLocal privado en este navegador · Yangmei Chemical 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

$6.5B

P/E

N/A

•

EV/EBITDA

163.8x

↑

ROE

-26.2%

↓

Gross Margin

3.3%

↓

Debt/Equity

2.51

↑
52-Week Range$3
$2$5

TradingView lightweight chart

600691.SS price, volumen y niveles de valoración

Último $2.740Periodo +48.0%
Fair value: $2.740

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

-16.7%

FCF CAGR

—

FCF margin

-1.2%

FCF / Net income

0.14x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $9.85B · net income $-825.3M · FCF $-115.6M

2022-FY → 2025-FY

Gross margin

3.3%-5.1% pts

Operating margin

-3.3%-6.2% pts

Net margin

-8.4%-8.8% pts

FCF margin

-1.2%-9.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$9.85B$9.85B$10.89B$13.62B$17.04B
Net Income$-825.3M$-825.3M$-680.7M$-1.37B$70.1M
EBITDA$74.3M$74.3M$364.6M$-897.3M$1.39B
EPS-0.35-0.35-0.29-0.570.03
Gross Margin3.3%3.3%4.8%5.3%8.4%
Operating Margin-3.3%-3.3%-2.7%-1.8%2.9%
Net Margin-8.4%-8.4%-6.2%-10.0%0.4%
Balance Sheet
Debt/Equity2.512.512.452.482.02
Current Ratio0.620.62———
Cash Flow
Free Cash Flow$-115.6M$-115.6M$-495.7M$1.07B$1.43B
Returns
ROE-26.2%-26.2%-17.1%-29.4%1.2%
Valuation
P/E————108.16
EV/EBITDA163.76163.7625.23—8.68
P/B2.062.061.231.661.26
Growth & Yield
Revenue Growth-9.6%-9.6%-20.0%-20.0%—
EPS Growth-21.3%-21.3%50.1%-2054.8%—

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 +22.3%

Total return

+22.3%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.29 → -0.35

Residual

+22.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+22.3%

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.