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603051.SS$20.81-2.53%
Fair $20.81+0.0%

603051.SS

Guangzhou Lushan New Materials Co., Ltd.

Basic Materials / Specialty ChemicalsShanghai

$20.81

-0.55 (-2.53%)

Fairly Valued+0.0%Fair Value $20.81Fund rank 24/100 · Data gapFallback financials|
SA 26/D
F-Score: 4/9
Declining RevenueLow 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 19%

FCF escenarios

weak_data · normalized FCF $271.4M · quality 43.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

26/100

D

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: yahooPeriods: 5Warnings: 2yahoo: 5
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. Revenue has declined for 2 consecutive years ROE is -4.3%, below the 5% threshold
Thesis & Journal · 603051.SSLocal privado en este navegador · Guangzhou Lushan New Materials 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

$3.4B

P/E

N/A

•

EV/EBITDA

59.3x

↑

ROE

-4.3%

↓

Gross Margin

10.9%

↓

Debt/Equity

0.20

↓
52-Week Range$21
$17$30

TradingView lightweight chart

603051.SS price, volumen y niveles de valoración

Último $21.20Periodo -20.1%
Fair value: $20.81

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2025 · 4 años de histórico normalizado

Revenue CAGR

-2.7%

FCF CAGR

—

FCF margin

17.9%

FCF / Net income

-3.71x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.52B · net income $-73.2M · FCF $271.4M

2021-FY → 2025-FY

Gross margin

10.9%-3.9% pts

Operating margin

0.8%-7.8% pts

Net margin

-4.8%-11.5% pts

FCF margin

17.9%+23.2% pts
MetricTTM
2025
2024
2023
2022
2021
Income Statement
Revenue$1.52B$1.52B$2.07B$2.95B$2.62B$1.69B
Net Income$-73.2M$-73.2M$16.9M$-86.3M$74.8M$113.0M
EBITDA$47.8M$47.8M$131.4M$-10.7M$139.9M$161.0M
EPS-0.49-0.490.12-0.670.621.17
Gross Margin10.9%10.9%10.0%4.9%9.9%14.8%
Operating Margin0.8%0.8%2.3%-1.8%4.2%8.5%
Net Margin-4.8%-4.8%0.8%-2.9%2.9%6.7%
Balance Sheet
Debt/Equity0.200.200.350.780.430.34
Current Ratio2.602.60————
Cash Flow
Free Cash Flow$271.4M$271.4M$510.5M$-365.3M$-834.9M$-90.6M
Returns
ROE-4.3%-4.3%1.1%-6.6%5.6%15.0%
Valuation
P/E——134.11—78.49—
EV/EBITDA59.2759.2716.42—44.48—
P/B1.851.851.462.284.43—
Growth & Yield
Revenue Growth-26.5%-26.5%-30.0%12.7%——
EPS Growth-508.3%-508.3%117.9%-208.0%——
Dividend Yield1.3%1.3%————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +13.4%

Total return

+13.4%

Start / end P/E

n/dx → n/dx

EPS bridge

0.12 → -0.49

Residual

+12.1%

EPS growthn/d
Multiple reratingn/d
Dividend+1.3%
Residual / FX / buybacks / cross-term+12.1%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.