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603150.SS$64.15+0.38%
Fair $64.15+0.0%

603150.SS

Anhui Higasket Plastics Co.,Ltd.

Technology / Electronic ComponentsShanghai

$64.15

+0.24 (+0.38%)

Fairly Valued+0.0%Fair Value $64.15Fund rank 22/100 · Data gapFallback financials|
SA 43/C
F-Score: 3/9
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 17%

FCF escenarios

weak_data · normalized FCF $-207.9M · quality 38.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 10/100Data 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

43/100

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: 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 · 603150.SSLocal privado en este navegador · Anhui Higasket Plastics 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

$5.5B

P/E

54.8x

↑

EV/EBITDA

18.4x

↑

ROE

6.4%

↑

Gross Margin

19.5%

↓

Debt/Equity

1.12

↑
52-Week Range$64
$31$78

TradingView lightweight chart

603150.SS price, volumen y niveles de valoración

Último $64.15Periodo +30.3%
Fair value: $64.15

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

+34.1%

FCF CAGR

—

FCF margin

3.1%

FCF / Net income

1.14x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.12B · net income $111.3M · FCF $127.1M

2022-FY → 2025-FY

Gross margin

19.5%-5.2% pts

Operating margin

5.2%-4.9% pts

Net margin

2.7%-6.0% pts

FCF margin

3.1%+18.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.12B$4.12B$3.38B$2.56B$1.71B
Net Income$111.3M$111.3M$139.0M$135.5M$149.3M
EBITDA$359.0M$359.0M$331.6M$275.6M$250.4M
EPS1.301.301.621.591.83
Gross Margin19.5%19.5%21.7%22.9%24.7%
Operating Margin5.2%5.2%7.2%8.5%10.1%
Net Margin2.7%2.7%4.1%5.3%8.7%
Balance Sheet
Debt/Equity1.121.120.820.520.13
Current Ratio1.351.35———
Cash Flow
Free Cash Flow$127.1M$127.1M$-207.9M$-267.7M$-270.7M
Returns
ROE6.4%6.4%8.8%9.5%11.2%
Valuation
P/E54.8354.8315.4418.1714.71
EV/EBITDA18.3618.369.1910.408.14
P/B3.173.171.351.731.64
Growth & Yield
Revenue Growth21.9%21.9%32.0%50.0%—
EPS Growth-19.8%-19.8%1.9%-13.1%—
Dividend Yield0.5%0.5%———

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

63.6%

muy exigente

EPS terminal req.

$5.69

Spread vs growth

-83.4%

5Y implied EPS CAGR

39.6%

muy exigente

EPS terminal req.

$6.89

Spread vs growth

-59.3%

10Y implied EPS CAGR

23.9%

exigente

EPS terminal req.

$11.09

Spread vs growth

-43.7%

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 +80.3%

Total return

+80.3%

Start / end P/E

22.0x → 49.3x

EPS bridge

1.62 → 1.30

Residual

-24.5%

EPS growth-19.8%
Multiple rerating+124.0%
Dividend+0.5%
Residual / FX / buybacks / cross-term-24.5%

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.