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601899.SS$30.19-0.82%
Fair $30.19+0.0%

601899.SS

Zijin Mining Group Company Limited

Basic Materials / GoldShanghai

$30.19

-0.25 (-0.82%)

Fairly Valued+0.0%Fair Value $30.19Fund rank 29/100 · Data gapFallback financials|
SA 61/B
F-Score: 7/9

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 $24.1B · 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 49/100Data 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

61/100

B

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: 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 · 601899.SSLocal privado en este navegador · Zijin Mining Group Company Limited
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

$802.8B

P/E

13.3x

↓

EV/EBITDA

9.1x

↓

ROE

27.9%

↑

Gross Margin

27.7%

↑

Debt/Equity

0.89

↑
52-Week Range$30
$17$45

TradingView lightweight chart

601899.SS price, volumen y niveles de valoración

Último $30.19Periodo +225.3%
Fair value: $30.19

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

+8.9%

FCF CAGR

+125.3%

FCF margin

12.7%

FCF / Net income

0.86x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $349.08B · net income $51.78B · FCF $44.45B

2022-FY → 2025-FY

Gross margin

27.7%+12.0% pts

Operating margin

21.7%+10.4% pts

Net margin

14.8%+7.4% pts

FCF margin

12.7%+11.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$349.08B$349.08B$303.64B$293.40B$270.33B
Net Income$51.78B$51.78B$32.05B$21.12B$20.04B
EBITDA$100.68B$100.68B$62.46B$45.86B$43.00B
EPS1.911.911.200.800.76
Gross Margin27.7%27.7%20.4%15.8%15.7%
Operating Margin21.7%21.7%15.4%11.0%11.3%
Net Margin14.8%14.8%10.6%7.2%7.4%
Balance Sheet
Debt/Equity0.890.891.061.311.38
Current Ratio1.341.34———
Cash Flow
Free Cash Flow$44.45B$44.45B$24.06B$6.43B$3.88B
Returns
ROE27.9%27.9%22.9%19.6%22.5%
Valuation
P/E13.3013.3012.9715.5913.72
EV/EBITDA9.119.118.529.858.79
P/B4.414.412.973.063.09
Growth & Yield
Revenue Growth15.0%15.0%3.5%8.5%—
EPS Growth59.2%59.2%50.0%5.3%—
Dividend Yield1.6%1.6%———

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

11.9%

razonable

EPS terminal req.

$2.68

Spread vs growth

47.2%

5Y implied EPS CAGR

11.2%

razonable

EPS terminal req.

$3.24

Spread vs growth

48.0%

10Y implied EPS CAGR

10.6%

razonable

EPS terminal req.

$5.22

Spread vs growth

48.6%

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 +74.9%

Total return

+74.9%

Start / end P/E

14.5x → 15.8x

EPS bridge

1.20 → 1.91

Residual

+5.3%

EPS growth+59.2%
Multiple rerating+8.9%
Dividend+1.6%
Residual / FX / buybacks / cross-term+5.3%

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.