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600731.SS$5.68-2.91%
Fair $5.68+0.0%

600731.SS

Hunan Haili Chemical Industry Co.,Ltd.

Basic Materials / Agricultural InputsShanghai

$5.68

-0.17 (-2.91%)

Fairly Valued+0.0%Fair Value $5.68Fund rank 27/100 · Data gapFallback financials|
SA 42/C
F-Score: 4/9

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 $26.6M · quality 46.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

42/100

C

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: 0unknown: 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.
Thesis & Journal · 600731.SSLocal privado en este navegador · Hunan Haili 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

$3.2B

P/E

13.5x

↓

EV/EBITDA

5.8x

↓

ROE

7.7%

↑

Gross Margin

33.2%

↑

Debt/Equity

0.17

↓
52-Week Range$6
$6$9

TradingView lightweight chart

600731.SS price, volumen y niveles de valoración

Último $5.680Periodo +27.8%
Fair value: $5.680

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

0.9%

FCF / Net income

0.07x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.81B · net income $243.6M · FCF $17.1M

2022-FY → 2025-FY

Gross margin

33.2%+8.1% pts

Operating margin

13.5%-0.6% pts

Net margin

13.5%+2.2% pts

FCF margin

0.9%+3.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.81B$1.81B$2.47B$2.16B$3.13B
Net Income$243.6M$243.6M$265.4M$273.8M$352.3M
EBITDA$457.9M$457.9M$455.8M$409.0M$527.4M
EPS0.440.440.470.500.76
Gross Margin33.2%33.2%26.0%25.0%25.1%
Operating Margin13.5%13.5%12.5%10.7%14.1%
Net Margin13.5%13.5%10.7%12.7%11.3%
Balance Sheet
Debt/Equity0.170.170.140.150.35
Current Ratio4.114.11———
Cash Flow
Free Cash Flow$17.1M$17.1M$154.3M$26.6M$-72.0M
Returns
ROE7.7%7.7%8.4%9.1%17.2%
Valuation
P/E13.5213.5211.6213.2710.74
EV/EBITDA5.815.815.387.397.07
P/B0.990.990.981.211.85
Growth & Yield
Revenue Growth-26.7%-26.7%14.3%-31.0%—
EPS Growth-7.5%-7.5%-4.5%-34.8%—
Dividend Yield3.4%3.4%———

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

4.7%

fácil

EPS terminal req.

$0.50

Spread vs growth

-12.2%

5Y implied EPS CAGR

6.8%

razonable

EPS terminal req.

$0.61

Spread vs growth

-14.3%

10Y implied EPS CAGR

8.4%

razonable

EPS terminal req.

$0.98

Spread vs growth

-15.9%

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 -9.2%

Total return

-9.2%

Start / end P/E

13.7x → 12.9x

EPS bridge

0.47 → 0.44

Residual

+0.4%

EPS growth-7.5%
Multiple rerating-5.5%
Dividend+3.4%
Residual / FX / buybacks / cross-term+0.4%

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.