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601678.SS$5.56-0.54%
Fair $5.56+0.0%

601678.SS

Befar Group Co.,Ltd

Basic Materials / Specialty ChemicalsShanghai

$5.56

-0.03 (-0.54%)

Fairly Valued+0.0%Fair Value $5.56Fund rank 22/100 · Data gapFallback financials|
SA 44/C
F-Score: 7/9
Low 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 $-1.5B · quality 33.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 5/100Data 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

44/100

C

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. ROE is 2.0%, below the 5% threshold
Thesis & Journal · 601678.SSLocal privado en este navegador · Befar Group 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

$11.4B

P/E

39.7x

↑

EV/EBITDA

10.1x

↓

ROE

2.0%

↑

Gross Margin

10.3%

↓

Debt/Equity

0.78

↑
52-Week Range$6
$4$7

TradingView lightweight chart

601678.SS price, volumen y niveles de valoración

Último $5.560Periodo -11.9%
Fair value: $5.560

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

+18.6%

FCF CAGR

+114.3%

FCF margin

13.7%

FCF / Net income

9.04x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $14.84B · net income $225.3M · FCF $2.04B

2022-FY → 2025-FY

Gross margin

10.3%-17.4% pts

Operating margin

5.3%-14.4% pts

Net margin

1.5%-11.7% pts

FCF margin

13.7%+11.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$14.84B$14.84B$10.23B$7.31B$8.89B
Net Income$225.3M$225.3M$219.2M$383.1M$1.18B
EBITDA$1.78B$1.78B$1.22B$1.20B$2.23B
EPS0.110.110.110.190.59
Gross Margin10.3%10.3%7.3%17.6%27.7%
Operating Margin5.3%5.3%1.2%7.8%19.7%
Net Margin1.5%1.5%2.1%5.2%13.3%
Balance Sheet
Debt/Equity0.780.780.810.650.40
Current Ratio0.750.75———
Cash Flow
Free Cash Flow$2.04B$2.04B$-1.53B$-1.47B$207.0M
Returns
ROE2.0%2.0%1.9%3.4%10.4%
Valuation
P/E39.7139.7133.0921.958.93
EV/EBITDA10.1210.1212.9211.486.05
P/B0.990.990.640.740.93
Growth & Yield
Revenue Growth45.1%45.1%40.0%-17.8%—
EPS Growth0.0%0.0%-42.1%-67.8%—
Dividend Yield0.9%0.9%———

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

64.9%

muy exigente

EPS terminal req.

$0.49

Spread vs growth

-64.9%

5Y implied EPS CAGR

40.3%

muy exigente

EPS terminal req.

$0.60

Spread vs growth

-40.3%

10Y implied EPS CAGR

24.2%

exigente

EPS terminal req.

$0.96

Spread vs growth

-24.2%

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 +30.2%

Total return

+30.2%

Start / end P/E

39.1x → 50.5x

EPS bridge

0.11 → 0.11

Residual

-0.0%

EPS growth+0.0%
Multiple rerating+29.3%
Dividend+0.9%
Residual / FX / buybacks / cross-term-0.0%

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.