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601061.SS$12.66+0.85%
Fair $12.66+0.0%

601061.SS

CITIC Metal Co., Ltd

Basic Materials / Other Industrial Metals & MiningShanghai

$12.66

+0.11 (+0.85%)

Fairly Valued+0.0%Fair Value $12.66Fund rank 29/100 · Data gapFallback financials|
SA 47/C
F-Score: 6/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $441.1M · quality 50.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 41/100Data 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

47/100

C

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: 0unknown: 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.
Thesis & Journal · 601061.SSLocal privado en este navegador · CITIC Metal 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

$62.0B

P/E

18.1x

↑

EV/EBITDA

17.9x

↑

ROE

11.6%

↑

Gross Margin

1.5%

↓

Debt/Equity

0.62

↑
52-Week Range$13
$8$18

TradingView lightweight chart

601061.SS price, volumen y niveles de valoración

Último $13.04Periodo +16.0%
Fair value: $12.66

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

+6.0%

FCF CAGR

+47.3%

FCF margin

0.1%

FCF / Net income

0.05x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $141.82B · net income $2.69B · FCF $146.6M

2022-FY → 2025-FY

Gross margin

1.5%+0.3% pts

Operating margin

1.1%+0.2% pts

Net margin

1.9%+0.0% pts

FCF margin

0.1%+0.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$141.82B$141.82B$129.44B$125.00B$119.17B
Net Income$2.69B$2.69B$2.24B$2.06B$2.22B
EBITDA$3.96B$3.96B$3.78B$3.29B$3.06B
EPS0.550.550.460.430.50
Gross Margin1.5%1.5%1.3%2.3%1.2%
Operating Margin1.1%1.1%0.9%2.0%0.9%
Net Margin1.9%1.9%1.7%1.6%1.9%
Balance Sheet
Debt/Equity0.620.620.660.771.07
Current Ratio1.181.18———
Cash Flow
Free Cash Flow$146.6M$146.6M$846.2M$441.1M$45.9M
Returns
ROE11.6%11.6%10.2%10.8%15.9%
Valuation
P/E18.1118.1115.3517.91—
EV/EBITDA17.9317.9311.2913.89—
P/B2.742.741.561.93—
Growth & Yield
Revenue Growth9.6%9.6%3.6%4.9%—
EPS Growth19.6%19.6%7.0%-14.0%—
Dividend Yield2.2%2.2%———

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

26.9%

muy exigente

EPS terminal req.

$1.12

Spread vs growth

-7.3%

5Y implied EPS CAGR

19.8%

exigente

EPS terminal req.

$1.36

Spread vs growth

-0.3%

10Y implied EPS CAGR

14.8%

razonable

EPS terminal req.

$2.19

Spread vs growth

4.8%

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 +72.0%

Total return

+72.0%

Start / end P/E

16.7x → 23.7x

EPS bridge

0.46 → 0.55

Residual

+8.2%

EPS growth+19.6%
Multiple rerating+42.0%
Dividend+2.2%
Residual / FX / buybacks / cross-term+8.2%

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.