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600844.SS$3.05-0.65%
Fair $3.05+0.0%

600844.SS

Danhua Chemical Technology Co.,Ltd

Basic Materials / ChemicalsShanghai

$3.05

-0.02 (-0.65%)

Fairly Valued+0.0%Fair Value $3.05Fund rank 24/100 · Data gapFallback financials|
SA 1/F
F-Score: 6/9
High DebtLow 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 $-106.7M · quality 47.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 40/100Data 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

1/100

F

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: 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. Debt-to-Equity ratio is 2.99, above the 2.0 threshold ROE is -2.7%, below the 5% threshold
Thesis & Journal · 600844.SSLocal privado en este navegador · Danhua Chemical Technology 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

$3.1B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-265.8%

↓

Gross Margin

-3.1%

↓

Debt/Equity

2.99

↑
52-Week Range$3
$3$5

TradingView lightweight chart

600844.SS price, volumen y niveles de valoración

Último $3.050Periodo -23.6%
Fair value: $3.050

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

-4.0%

FCF CAGR

—

FCF margin

-13.9%

FCF / Net income

0.68x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $826.1M · net income $-169.4M · FCF $-114.7M

2022-FY → 2025-FY

Gross margin

-3.1%-7.9% pts

Operating margin

-15.9%-0.8% pts

Net margin

-20.5%+10.9% pts

FCF margin

-13.9%-8.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$826.1M$826.1M$769.9M$861.1M$933.8M
Net Income$-169.4M$-169.4M$-307.5M$-393.0M$-293.0M
EBITDA$-59.2M$-59.2M$-156.4M$-296.5M$-20.7M
EPS-0.17-0.17-0.30-0.39-0.29
Gross Margin-3.1%-3.1%-22.2%-22.7%4.8%
Operating Margin-15.9%-15.9%-38.5%-40.8%-15.1%
Net Margin-20.5%-20.5%-39.9%-45.6%-31.4%
Balance Sheet
Debt/Equity2.992.990.900.350.18
Current Ratio0.250.25———
Cash Flow
Free Cash Flow$-114.7M$-114.7M$-79.7M$-106.7M$-51.6M
Returns
ROE-265.8%-265.8%-134.3%-72.7%-31.4%
Valuation
P/B48.6648.6610.616.343.42
Growth & Yield
Revenue Growth7.3%7.3%-10.6%-7.8%—
EPS Growth44.9%44.9%21.8%-34.1%—

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 -7.6%

Total return

-7.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.30 → -0.17

Residual

-7.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-7.6%

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.