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600727.SS$8.70-1.58%
Fair $8.70+0.0%

600727.SS

Shan Dong Lu Bei Chemical Co.,Ltd

Basic Materials / ChemicalsShanghai

$8.70

-0.14 (-1.58%)

Fairly Valued+0.0%Fair Value $8.70Fund rank 24/100 · Data gapFallback financials|
SA 32/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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-222.8M · quality 46.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

32/100

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 1.2%, below the 5% threshold
Thesis & Journal · 600727.SSLocal privado en este navegador · Shan Dong Lu Bei 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

$4.6B

P/E

79.1x

↑

EV/EBITDA

13.2x

↑

ROE

1.2%

↑

Gross Margin

8.7%

↓

Debt/Equity

1.15

↑
52-Week Range$9
$7$9

TradingView lightweight chart

600727.SS price, volumen y niveles de valoración

Último $8.700Periodo -54.0%
Fair value: $8.700

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

+1.3%

FCF CAGR

—

FCF margin

-8.1%

FCF / Net income

-10.72x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.09B · net income $38.3M · FCF $-410.1M

2022-FY → 2025-FY

Gross margin

8.7%-2.9% pts

Operating margin

3.7%-0.4% pts

Net margin

0.8%+2.6% pts

FCF margin

-8.1%-7.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.09B$5.09B$5.75B$4.99B$4.90B
Net Income$38.3M$38.3M$261.0M$101.4M$-88.3M
EBITDA$446.1M$446.1M$708.6M$480.3M$317.9M
EPS0.070.070.490.19-0.17
Gross Margin8.7%8.7%12.1%8.0%11.6%
Operating Margin3.7%3.7%7.9%3.8%4.0%
Net Margin0.8%0.8%4.5%2.0%-1.8%
Balance Sheet
Debt/Equity1.151.150.960.920.21
Current Ratio0.970.97———
Cash Flow
Free Cash Flow$-410.1M$-410.1M$-186.3M$-222.8M$-13.5M
Returns
ROE1.2%1.2%8.2%3.4%-3.1%
Valuation
P/E79.0979.0914.3334.63—
EV/EBITDA13.1913.196.067.896.82
P/B1.491.491.181.171.23
Growth & Yield
Revenue Growth-11.4%-11.4%15.1%2.0%—
EPS Growth-85.7%-85.7%157.9%211.8%—
Dividend Yield1.1%1.1%———

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

122.6%

muy exigente

EPS terminal req.

$0.77

Spread vs growth

-208.3%

5Y implied EPS CAGR

67.9%

muy exigente

EPS terminal req.

$0.93

Spread vs growth

-153.6%

10Y implied EPS CAGR

35.9%

muy exigente

EPS terminal req.

$1.50

Spread vs growth

-121.6%

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 +11.7%

Total return

+11.7%

Start / end P/E

16.1x → 124.3x

EPS bridge

0.49 → 0.07

Residual

-577.6%

EPS growth-85.7%
Multiple rerating+673.8%
Dividend+1.1%
Residual / FX / buybacks / cross-term-577.6%

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.