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600802.SS$5.23+3.16%
Fair $5.23+0.0%

600802.SS

Fujian Cement Inc.

Basic Materials / Building MaterialsShanghai

$5.23

+0.16 (+3.16%)

Fairly Valued+0.0%Fair Value $5.23Fund rank 23/100 · Data gapFallback financials|
SA 14/F
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 15%

FCF escenarios

weak_data · normalized FCF $-50.1M · quality 32.0/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

14/100

F

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 -12.5%, below the 5% threshold
Thesis & Journal · 600802.SSLocal privado en este navegador · Fujian Cement Inc.
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

$2.4B

P/E

N/A

•

EV/EBITDA

37.6x

↑

ROE

-12.5%

↓

Gross Margin

7.4%

↓

Debt/Equity

1.54

↑
52-Week Range$5
$4$9

TradingView lightweight chart

600802.SS price, volumen y niveles de valoración

Último $5.230Periodo +62.5%
Fair value: $5.230

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

-16.1%

FCF CAGR

—

FCF margin

-3.3%

FCF / Net income

0.39x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.53B · net income $-126.9M · FCF $-50.1M

2022-FY → 2025-FY

Gross margin

7.4%+8.3% pts

Operating margin

-5.7%+5.5% pts

Net margin

-8.3%+1.1% pts

FCF margin

-3.3%+11.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.53B$1.53B$1.74B$2.05B$2.59B
Net Income$-126.9M$-126.9M$-167.2M$-322.6M$-242.6M
EBITDA$103.2M$103.2M$95.7M$-121.3M$-37.3M
EPS-0.28-0.28-0.36-0.70-0.53
Gross Margin7.4%7.4%1.6%-6.6%-0.9%
Operating Margin-5.7%-5.7%-9.8%-15.8%-11.1%
Net Margin-8.3%-8.3%-9.6%-15.7%-9.4%
Balance Sheet
Debt/Equity1.541.541.521.400.90
Current Ratio0.190.19———
Cash Flow
Free Cash Flow$-50.1M$-50.1M$117.8M$-248.9M$-394.2M
Returns
ROE-12.5%-12.5%-15.3%-27.1%-15.8%
Valuation
EV/EBITDA37.6437.6433.64——
P/B2.332.331.482.071.61
Growth & Yield
Revenue Growth-12.0%-12.0%-15.4%-20.8%—
EPS Growth22.2%22.2%48.6%-32.1%—

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 +16.7%

Total return

+16.7%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.36 → -0.28

Residual

+16.7%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+16.7%

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.