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600768.SS$16.95+1.32%
Fair $16.95+0.0%

600768.SS

Ningbo Fubang Jingye Group Co.,Ltd

Basic Materials / AluminumShanghai

$16.95

+0.22 (+1.32%)

Fairly Valued+0.0%Fair Value $16.95Fund rank 22/100 · Data gapFallback financials|
SA 48/C
F-Score: 6/9

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 16%

FCF escenarios

weak_data · normalized FCF $-12.7M · quality 33.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 11/100Data 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

48/100

C

Piotroski

6/9

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 · 600768.SSLocal privado en este navegador · Ningbo Fubang Jingye Group 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

$2.3B

P/E

27.8x

↑

EV/EBITDA

21.8x

↑

ROE

13.6%

↑

Gross Margin

9.5%

↓

Debt/Equity

0.72

↑
52-Week Range$17
$10$20

TradingView lightweight chart

600768.SS price, volumen y niveles de valoración

Último $16.95Periodo +106.7%
Fair value: $16.95

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

+56.3%

FCF CAGR

—

FCF margin

-10.4%

FCF / Net income

-2.05x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.16B · net income $58.6M · FCF $-119.8M

2022-FY → 2025-FY

Gross margin

9.5%+7.7% pts

Operating margin

4.7%+6.7% pts

Net margin

5.1%-51.5% pts

FCF margin

-10.4%-6.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.16B$1.16B$1.04B$762.3M$303.1M
Net Income$58.6M$58.6M$1.6M$21.6M$171.5M
EBITDA$111.4M$111.4M$50.8M$55.2M$230.6M
EPS0.440.440.010.161.28
Gross Margin9.5%9.5%8.5%7.5%1.9%
Operating Margin4.7%4.7%3.4%2.6%-2.0%
Net Margin5.1%5.1%0.1%2.8%56.6%
Balance Sheet
Debt/Equity0.720.720.760.420.00
Current Ratio2.002.00———
Cash Flow
Free Cash Flow$-119.8M$-119.8M$12.8M$-12.7M$-10.3M
Returns
ROE13.6%13.6%0.4%4.8%43.7%
Valuation
P/E27.7927.79824.0073.627.32
EV/EBITDA21.8021.8026.5528.354.83
P/B5.255.253.413.573.20
Growth & Yield
Revenue Growth10.8%10.8%37.0%151.5%—
EPS Growth4300.0%4300.0%-93.8%-87.5%—
Dividend Yield0.9%0.9%———

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

50.6%

muy exigente

EPS terminal req.

$1.50

Spread vs growth

4249.4%

5Y implied EPS CAGR

32.8%

muy exigente

EPS terminal req.

$1.82

Spread vs growth

4267.2%

10Y implied EPS CAGR

20.9%

exigente

EPS terminal req.

$2.93

Spread vs growth

4279.1%

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 +57.1%

Total return

+57.1%

Start / end P/E

1085.0x → 38.5x

EPS bridge

0.01 → 0.44

Residual

-4147.3%

EPS growth+4300.0%
Multiple rerating-96.4%
Dividend+0.9%
Residual / FX / buybacks / cross-term-4147.3%

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.