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600722.SS$10.22-2.85%
Fair $10.22+0.0%

600722.SS

HeBei Jinniu Chemical Industry Co.,Ltd

Basic Materials / ChemicalsShanghai

$10.22

-0.30 (-2.85%)

Fairly Valued+0.0%Fair Value $10.22Fund rank 33/100 · Data gapFallback financials|
SA 33/D
F-Score: 4/9
Declining RevenueLow 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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $80.2M · quality 64.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 74/100Data 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

33/100

D

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Revenue has declined for 3 consecutive years ROE is 3.8%, below the 5% threshold
Thesis & Journal · 600722.SSLocal privado en este navegador · HeBei Jinniu 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

$7.0B

P/E

146.0x

↑

EV/EBITDA

57.4x

↑

ROE

3.8%

↑

Gross Margin

25.4%

↑

Debt/Equity

N/A

•
52-Week Range$10
$5$20

TradingView lightweight chart

600722.SS price, volumen y niveles de valoración

Último $10.22Periodo +1.4%
Fair value: $10.22

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

-10.7%

FCF CAGR

-17.1%

FCF margin

17.1%

FCF / Net income

1.67x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $469.8M · net income $47.9M · FCF $80.2M

2022-FY → 2025-FY

Gross margin

25.4%+5.0% pts

Operating margin

17.5%+3.5% pts

Net margin

10.2%+2.7% pts

FCF margin

17.1%-4.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$469.8M$469.8M$499.3M$511.3M$659.5M
Net Income$47.9M$47.9M$52.6M$33.6M$49.5M
EBITDA$102.1M$102.1M$102.1M$74.6M$110.9M
EPS0.070.070.080.050.07
Gross Margin25.4%25.4%23.4%18.3%20.3%
Operating Margin17.5%17.5%16.7%10.7%14.0%
Net Margin10.2%10.2%10.5%6.6%7.5%
Balance Sheet
Debt/Equity———0.000.00
Current Ratio11.4211.42———
Cash Flow
Free Cash Flow$80.2M$80.2M$74.2M$157.3M$140.7M
Returns
ROE3.8%3.8%4.4%2.9%4.5%
Valuation
P/E146.00146.0069.38106.8867.54
EV/EBITDA57.3757.3724.6434.0320.30
P/B5.575.573.053.133.01
Growth & Yield
Revenue Growth-5.9%-5.9%-2.3%-22.5%—
EPS Growth-9.0%-9.0%56.7%-32.0%—

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

134.4%

muy exigente

EPS terminal req.

$0.91

Spread vs growth

-143.5%

5Y implied EPS CAGR

73.2%

muy exigente

EPS terminal req.

$1.10

Spread vs growth

-82.2%

10Y implied EPS CAGR

38.0%

muy exigente

EPS terminal req.

$1.77

Spread vs growth

-47.1%

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 +92.8%

Total return

+92.8%

Start / end P/E

68.5x → 145.2x

EPS bridge

0.08 → 0.07

Residual

-10.1%

EPS growth-9.0%
Multiple rerating+112.0%
Dividend+0.0%
Residual / FX / buybacks / cross-term-10.1%

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.