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603041.SS$12.35-4.49%
Fair $12.35+0.0%

603041.SS

Jiangsu Maysta Chemical Co., Ltd.

Basic Materials / Specialty ChemicalsShanghai

$12.35

-0.58 (-4.49%)

Fairly Valued+0.0%Fair Value $12.35Fund rank 25/100 · Data gapFallback financials|
SA 49/C
F-Score: 5/9
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 18%

FCF escenarios

weak_data · normalized FCF $34.7M · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 9/100Data 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

49/100

C

Piotroski

5/9

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 3.7%, below the 5% threshold
Thesis & Journal · 603041.SSLocal privado en este navegador · Jiangsu Maysta Chemical 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

$2.3B

P/E

38.6x

↑

EV/EBITDA

16.1x

↑

ROE

3.7%

↑

Gross Margin

21.8%

↑

Debt/Equity

0.01

↓
52-Week Range$12
$11$16

TradingView lightweight chart

603041.SS price, volumen y niveles de valoración

Último $12.35Periodo -7.0%
Fair value: $12.35

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

+7.6%

FCF CAGR

—

FCF margin

14.2%

FCF / Net income

1.55x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $618.1M · net income $56.7M · FCF $87.9M

2022-FY → 2025-FY

Gross margin

21.8%-5.8% pts

Operating margin

8.1%-6.1% pts

Net margin

9.2%-6.7% pts

FCF margin

14.2%+39.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$618.1M$618.1M$601.2M$501.0M$496.8M
Net Income$56.7M$56.7M$64.1M$110.0M$78.9M
EBITDA$130.6M$130.6M$134.1M$148.4M$107.6M
EPS0.310.310.350.610.47
Gross Margin21.8%21.8%28.9%38.3%27.6%
Operating Margin8.1%8.1%13.5%21.0%14.2%
Net Margin9.2%9.2%10.7%22.0%15.9%
Balance Sheet
Debt/Equity0.010.010.020.000.00
Current Ratio3.853.85———
Cash Flow
Free Cash Flow$87.9M$87.9M$34.7M$-142.3M$-126.1M
Returns
ROE3.7%3.7%4.3%7.5%5.7%
Valuation
P/E38.5938.5929.2921.9724.21
EV/EBITDA16.0816.0812.2013.8612.70
P/B1.491.491.261.661.39
Growth & Yield
Revenue Growth2.8%2.8%20.0%0.8%—
EPS Growth-11.4%-11.4%-42.6%29.8%—
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

52.3%

muy exigente

EPS terminal req.

$1.10

Spread vs growth

-63.8%

5Y implied EPS CAGR

33.7%

muy exigente

EPS terminal req.

$1.33

Spread vs growth

-45.2%

10Y implied EPS CAGR

21.3%

exigente

EPS terminal req.

$2.14

Spread vs growth

-32.7%

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 +8.4%

Total return

+8.4%

Start / end P/E

32.8x → 39.8x

EPS bridge

0.35 → 0.31

Residual

-2.4%

EPS growth-11.4%
Multiple rerating+21.4%
Dividend+0.9%
Residual / FX / buybacks / cross-term-2.4%

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.