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600793.SS$14.11-3.16%
Fair $14.11+0.0%

600793.SS

Yibin Paper Industry Co., Ltd.

Basic Materials / Paper & Paper ProductsShanghai

$14.11

-0.46 (-3.16%)

Fairly Valued+0.0%Fair Value $14.11Fund rank 30/100 · Data gapFallback financials|
SA 26/D
F-Score: 7/9
High Debt

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $360.5M · quality 53.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 84/100Data 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

26/100

D

Piotroski

7/9

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. Debt-to-Equity ratio is 7.59, above the 2.0 threshold
Thesis & Journal · 600793.SSLocal privado en este navegador · Yibin Paper 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

$2.5B

P/E

91.3x

↑

EV/EBITDA

9.7x

↓

ROE

10.9%

↑

Gross Margin

20.8%

↑

Debt/Equity

7.59

↑
52-Week Range$14
$14$41

TradingView lightweight chart

600793.SS price, volumen y niveles de valoración

Último $14.11Periodo +86.4%
Fair value: $14.11

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

+0.4%

FCF CAGR

+18.5%

FCF margin

15.5%

FCF / Net income

13.19x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.33B · net income $27.3M · FCF $360.5M

2022-FY → 2025-FY

Gross margin

20.8%+12.2% pts

Operating margin

12.5%+8.3% pts

Net margin

1.2%-0.1% pts

FCF margin

15.5%+6.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.33B$2.33B$2.24B$2.44B$2.30B
Net Income$27.3M$27.3M$-128.4M$21.9M$29.6M
EBITDA$429.4M$429.4M$258.7M$370.8M$257.6M
EPS0.150.15-0.730.120.17
Gross Margin20.8%20.8%11.7%13.3%8.7%
Operating Margin12.5%12.5%3.8%6.5%4.2%
Net Margin1.2%1.2%-5.7%0.9%1.3%
Balance Sheet
Debt/Equity7.597.597.742.422.51
Current Ratio0.860.86———
Cash Flow
Free Cash Flow$360.5M$360.5M$292.7M$372.4M$216.7M
Returns
ROE10.9%10.9%-58.1%3.7%4.5%
Valuation
P/E91.3391.33—95.7180.11
EV/EBITDA9.719.7119.029.2515.10
P/B9.939.9315.083.553.61
Growth & Yield
Revenue Growth4.0%4.0%-8.3%6.1%—
EPS Growth121.3%121.3%-687.9%-26.2%—

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

100.9%

muy exigente

EPS terminal req.

$1.25

Spread vs growth

20.4%

5Y implied EPS CAGR

57.9%

muy exigente

EPS terminal req.

$1.51

Spread vs growth

63.4%

10Y implied EPS CAGR

31.8%

muy exigente

EPS terminal req.

$2.44

Spread vs growth

89.5%

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 -49.1%

Total return

-49.1%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.73 → 0.15

Residual

-49.1%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-49.1%

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.