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600746.SS$6.50-2.11%
Fair $6.50+0.0%

600746.SS

Jiangsu SOPO Chemical Co. Ltd.

Basic Materials / ChemicalsShanghai

$6.50

-0.14 (-2.11%)

Fairly Valued+0.0%Fair Value $6.50Fund rank 25/100 · 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 $-223.2M · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 7/100Data 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 1.6%, below the 5% threshold
Thesis & Journal · 600746.SSLocal privado en este navegador · Jiangsu SOPO 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

$7.6B

P/E

108.3x

↑

EV/EBITDA

11.7x

↑

ROE

1.6%

↑

Gross Margin

5.5%

↓

Debt/Equity

0.14

↓
52-Week Range$7
$6$11

TradingView lightweight chart

600746.SS price, volumen y niveles de valoración

Último $6.500Periodo +14.4%
Fair value: $6.500

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

-6.5%

FCF CAGR

—

FCF margin

-8.6%

FCF / Net income

-5.67x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.86B · net income $88.4M · FCF $-500.9M

2022-FY → 2025-FY

Gross margin

5.5%-9.8% pts

Operating margin

1.2%-7.1% pts

Net margin

1.5%-5.5% pts

FCF margin

-8.6%-11.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.86B$5.86B$6.40B$5.36B$7.17B
Net Income$88.4M$88.4M$213.6M$17.9M$505.2M
EBITDA$619.9M$619.9M$781.3M$405.0M$993.0M
EPS0.080.080.180.020.43
Gross Margin5.5%5.5%8.8%6.8%15.4%
Operating Margin1.2%1.2%3.9%-0.1%8.3%
Net Margin1.5%1.5%3.3%0.3%7.0%
Balance Sheet
Debt/Equity0.140.140.060.07—
Current Ratio1.901.90———
Cash Flow
Free Cash Flow$-500.9M$-500.9M$384.6M$-223.2M$203.3M
Returns
ROE1.6%1.6%4.0%0.3%9.2%
Valuation
P/E108.33108.3335.42450.6219.28
EV/EBITDA11.6511.658.7118.588.84
P/B1.381.381.401.531.78
Growth & Yield
Revenue Growth-8.5%-8.5%19.5%-25.3%—
EPS Growth-58.5%-58.5%1041.4%-96.3%—
Dividend Yield0.8%0.8%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

95.9%

muy exigente

EPS terminal req.

$0.58

Spread vs growth

-154.4%

5Y implied EPS CAGR

55.5%

muy exigente

EPS terminal req.

$0.70

Spread vs growth

-114.0%

10Y implied EPS CAGR

30.8%

muy exigente

EPS terminal req.

$1.12

Spread vs growth

-89.3%

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 -21.4%

Total return

-21.4%

Start / end P/E

45.2x → 84.7x

EPS bridge

0.18 → 0.08

Residual

-51.3%

EPS growth-58.5%
Multiple rerating+87.7%
Dividend+0.8%
Residual / FX / buybacks / cross-term-51.3%

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.