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600792.SS$4.30+5.91%
Fair $4.30+0.0%

600792.SS

Yunnan Coal & Energy Co.,Ltd.

Basic Materials / Coking CoalShanghai

$4.30

+0.24 (+5.91%)

Fairly Valued+0.0%Fair Value $4.30Fund rank 22/100 · Data gapFallback financials|
SA 22/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 34% · confianza 16%

FCF escenarios

weak_data · normalized FCF $257.6M · 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 9/100Data 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

22/100

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 -19.1%, below the 5% threshold
Thesis & Journal · 600792.SSLocal privado en este navegador · Yunnan Coal & Energy 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

$4.8B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-19.1%

↓

Gross Margin

-2.5%

↓

Debt/Equity

0.71

↑
52-Week Range$4
$3$6

TradingView lightweight chart

600792.SS price, volumen y niveles de valoración

Último $4.300Periodo +80.2%
Fair value: $4.300

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

-10.1%

FCF CAGR

—

FCF margin

7.5%

FCF / Net income

-0.85x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.48B · net income $-485.7M · FCF $412.7M

2022-FY → 2025-FY

Gross margin

-2.5%-5.1% pts

Operating margin

-6.8%-5.6% pts

Net margin

-8.9%-6.5% pts

FCF margin

7.5%+9.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.48B$5.48B$6.67B$7.46B$7.54B
Net Income$-485.7M$-485.7M$-662.2M$147.0M$-181.0M
EBITDA$-87.3M$-87.3M$-225.3M$437.5M$67.8M
EPS-0.44-0.44-0.620.15-0.18
Gross Margin-2.5%-2.5%-1.9%2.6%2.6%
Operating Margin-6.8%-6.8%-5.6%-0.4%-1.2%
Net Margin-8.9%-8.9%-9.9%2.0%-2.4%
Balance Sheet
Debt/Equity0.710.710.640.740.56
Current Ratio0.850.85———
Cash Flow
Free Cash Flow$412.7M$412.7M$257.6M$-1.34B$-152.2M
Returns
ROE-19.1%-19.1%-21.9%4.4%-5.7%
Valuation
P/E———37.33—
EV/EBITDA———17.5365.54
P/B1.871.871.121.651.10
Growth & Yield
Revenue Growth-17.8%-17.8%-10.5%-1.1%—
EPS Growth29.0%29.0%-513.3%183.3%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +29.5%

Total return

+29.5%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.62 → -0.44

Residual

+29.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+29.5%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.