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603062.SS$44.56+1.90%
Fair $44.56+0.0%

603062.SS

MEGA P&C Advanced Materials (Shanghai) Company Limited

Basic Materials / Specialty ChemicalsShanghai

$44.56

+0.83 (+1.90%)

Fairly Valued+0.0%Fair Value $44.56Fund rank 27/100 · Data gapFallback financials|
SA 41/C
F-Score: 7/9
Margin Compression

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 $-56.6M · quality 46.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

41/100

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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 603062.SSLocal privado en este navegador · MEGA P&C Advanced Materials (Shanghai) 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

$4.8B

P/E

27.2x

↑

EV/EBITDA

16.2x

↑

ROE

10.1%

↑

Gross Margin

23.8%

↑

Debt/Equity

0.02

↓
52-Week Range$45
$41$60

TradingView lightweight chart

603062.SS price, volumen y niveles de valoración

Último $44.56Periodo -40.4%
Fair value: $44.56

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

+7.3%

FCF CAGR

-19.6%

FCF margin

8.1%

FCF / Net income

0.66x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.71B · net income $210.2M · FCF $138.8M

2022-FY → 2025-FY

Gross margin

23.8%-7.9% pts

Operating margin

12.3%-9.6% pts

Net margin

12.3%-6.5% pts

FCF margin

8.1%-11.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.71B$1.71B$2.14B$1.14B$1.39B
Net Income$210.2M$210.2M$210.9M$167.0M$260.0M
EBITDA$279.0M$279.0M$262.3M$211.8M$344.4M
EPS1.981.981.971.963.21
Gross Margin23.8%23.8%20.7%30.3%31.7%
Operating Margin12.3%12.3%12.5%18.7%21.9%
Net Margin12.3%12.3%9.9%14.6%18.7%
Balance Sheet
Debt/Equity0.020.020.070.010.15
Current Ratio3.063.06———
Cash Flow
Free Cash Flow$138.8M$138.8M$-75.6M$-56.6M$266.9M
Returns
ROE10.1%10.1%10.2%7.9%40.5%
Valuation
P/E27.1727.1717.2630.31—
EV/EBITDA16.1616.1612.1022.04—
P/B2.262.261.772.39—
Growth & Yield
Revenue Growth-20.0%-20.0%87.6%-17.7%—
EPS Growth0.5%0.5%0.5%-38.9%—
Dividend Yield3.8%3.8%———

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

25.9%

muy exigente

EPS terminal req.

$3.95

Spread vs growth

-25.4%

5Y implied EPS CAGR

19.3%

exigente

EPS terminal req.

$4.78

Spread vs growth

-18.8%

10Y implied EPS CAGR

14.6%

razonable

EPS terminal req.

$7.71

Spread vs growth

-14.0%

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 -2.3%

Total return

-2.3%

Start / end P/E

24.1x → 22.5x

EPS bridge

1.97 → 1.98

Residual

-0.0%

EPS growth+0.5%
Multiple rerating-6.7%
Dividend+3.8%
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.