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603004.SS$19.34+2.22%
Fair $19.34+0.0%

603004.SS

Zhejiang Dragon Technology Co., Ltd.

Basic Materials / ChemicalsShanghai

$19.34

+0.42 (+2.22%)

Fairly Valued+0.0%Fair Value $19.34Fund rank 34/100 · Data gapFallback financials|
SA 40/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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $91.2M · quality 70.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 62/100Data 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

40/100

C

Piotroski

3/9

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 · 603004.SSLocal privado en este navegador · Zhejiang Dragon 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

$4.6B

P/E

31.0x

↑

EV/EBITDA

16.9x

↑

ROE

7.1%

↑

Gross Margin

36.8%

↑

Debt/Equity

0.02

↓
52-Week Range$19
$19$26

TradingView lightweight chart

603004.SS price, volumen y niveles de valoración

Último $19.34Periodo -35.7%
Fair value: $19.34

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

-5.4%

FCF CAGR

+27.7%

FCF margin

27.0%

FCF / Net income

1.27x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $702.3M · net income $149.2M · FCF $189.6M

2022-FY → 2025-FY

Gross margin

36.8%+6.1% pts

Operating margin

21.8%+2.1% pts

Net margin

21.2%+3.1% pts

FCF margin

27.0%+16.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$702.3M$702.3M$700.2M$741.5M$830.8M
Net Income$149.2M$149.2M$163.4M$174.1M$150.7M
EBITDA$232.3M$232.3M$237.8M$249.1M$219.3M
EPS0.630.630.690.990.85
Gross Margin36.8%36.8%38.1%40.3%30.6%
Operating Margin21.8%21.8%25.0%27.6%19.6%
Net Margin21.2%21.2%23.3%23.5%18.1%
Balance Sheet
Debt/Equity0.020.020.010.030.06
Current Ratio7.197.19———
Cash Flow
Free Cash Flow$189.6M$189.6M$91.2M$81.1M$91.2M
Returns
ROE7.1%7.1%8.2%9.2%17.7%
Valuation
P/E31.0031.0027.4238.29—
EV/EBITDA16.8616.8616.2222.21—
P/B2.102.102.253.51—
Growth & Yield
Revenue Growth0.3%0.3%-5.6%-10.7%—
EPS Growth-8.7%-8.7%-30.3%16.5%—
Dividend Yield1.0%1.0%———

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

39.7%

muy exigente

EPS terminal req.

$1.72

Spread vs growth

-48.4%

5Y implied EPS CAGR

26.9%

muy exigente

EPS terminal req.

$2.08

Spread vs growth

-35.6%

10Y implied EPS CAGR

18.2%

exigente

EPS terminal req.

$3.34

Spread vs growth

-26.9%

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 -4.9%

Total return

-4.9%

Start / end P/E

29.8x → 30.7x

EPS bridge

0.69 → 0.63

Residual

-0.3%

EPS growth-8.7%
Multiple rerating+3.0%
Dividend+1.0%
Residual / FX / buybacks / cross-term-0.3%

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.