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600980.SS$21.00+0.86%
Fair $21.00+0.0%

600980.SS

BGRIMM Technology Co., Ltd.

Basic Materials / Other Industrial Metals & MiningShanghai

$21.00

+0.18 (+0.86%)

Fairly Valued+0.0%Fair Value $21.00Fund rank 29/100 · Data gapFallback financials|
SA 50/C
F-Score: 3/9

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 32% · confianza 25%

FCF escenarios

weak_data · normalized FCF $65.7M · quality 49.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 30/100Data 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

50/100

C

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 5Warnings: 0unknown: 5
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 · 600980.SSLocal privado en este navegador · BGRIMM 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

$4.0B

P/E

30.9x

↑

EV/EBITDA

21.2x

↑

ROE

8.4%

↑

Gross Margin

25.8%

↑

Debt/Equity

0.04

↓
52-Week Range$21
$16$30

TradingView lightweight chart

600980.SS price, volumen y niveles de valoración

Último $21.00Periodo +124.3%
Fair value: $21.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2025 · 4 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

3.8%

FCF / Net income

0.39x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.31B · net income $124.6M · FCF $49.1M

2021-FY → 2025-FY

Gross margin

25.8%— pts

Operating margin

11.3%— pts

Net margin

9.5%— pts

FCF margin

3.8%— pts
MetricTTM
2025
2024
2023
2022
2021
Income Statement
Revenue$1.31B$1.31B$1.19B$929.3M$870.2M—
Net Income$124.6M$124.6M$105.8M$91.7M$83.5M—
EBITDA$180.8M$180.8M$152.2M$129.6M$119.9M—
EPS0.660.660.560.480.45—
Gross Margin25.8%25.8%27.4%26.2%23.2%—
Operating Margin11.3%11.3%11.4%10.4%9.6%—
Net Margin9.5%9.5%8.9%9.9%9.6%—
Balance Sheet
Debt/Equity0.040.040.040.010.01—
Current Ratio1.591.59————
Cash Flow
Free Cash Flow$49.1M$49.1M$121.9M$65.7M$-51.6M—
Returns
ROE8.4%8.4%7.6%7.1%6.9%—
Valuation
P/E30.8830.8825.9335.4232.09—
EV/EBITDA21.1821.1816.3921.9119.01—
P/B2.672.671.972.502.20—
Growth & Yield
Revenue Growth10.0%10.0%27.8%6.8%——
EPS Growth17.7%17.7%15.3%8.2%——
Dividend Yield0.7%0.7%————

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

41.5%

muy exigente

EPS terminal req.

$1.86

Spread vs growth

-23.8%

5Y implied EPS CAGR

27.9%

muy exigente

EPS terminal req.

$2.25

Spread vs growth

-10.2%

10Y implied EPS CAGR

18.6%

exigente

EPS terminal req.

$3.63

Spread vs growth

-0.9%

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 +25.7%

Total return

+25.7%

Start / end P/E

30.0x → 31.9x

EPS bridge

0.56 → 0.66

Residual

+1.1%

EPS growth+17.7%
Multiple rerating+6.2%
Dividend+0.7%
Residual / FX / buybacks / cross-term+1.1%

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.