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603217.SS$25.53-4.42%
Fair $25.53+0.0%

603217.SS

Yuanli Chemical Group Co.,Ltd.

Basic Materials / ChemicalsShanghai

$25.53

-1.18 (-4.42%)

Fairly Valued+0.0%Fair Value $25.53Fund rank 25/100 · Data gapFallback financials|
SA 38/D
F-Score: 2/9
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 $-51.4M · 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 12/100Data 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

38/100

D

Piotroski

2/9

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 · 603217.SSLocal privado en este navegador · Yuanli Chemical Group 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

$5.3B

P/E

25.5x

↑

EV/EBITDA

13.9x

↑

ROE

5.7%

↑

Gross Margin

17.2%

↓

Debt/Equity

0.27

↑
52-Week Range$26
$17$33

TradingView lightweight chart

603217.SS price, volumen y niveles de valoración

Último $25.53Periodo -26.1%
Fair value: $25.53

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

-6.7%

FCF CAGR

—

FCF margin

-4.9%

FCF / Net income

-0.56x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.18B · net income $193.1M · FCF $-107.6M

2022-FY → 2025-FY

Gross margin

17.2%-9.0% pts

Operating margin

8.8%-9.2% pts

Net margin

8.9%-8.6% pts

FCF margin

-4.9%-19.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.18B$2.18B$2.22B$2.18B$2.68B
Net Income$193.1M$193.1M$207.1M$249.7M$469.3M
EBITDA$341.7M$341.7M$340.6M$396.9M$618.8M
EPS0.930.931.011.212.86
Gross Margin17.2%17.2%16.9%18.2%26.3%
Operating Margin8.8%8.8%9.0%11.2%18.0%
Net Margin8.9%8.9%9.3%11.4%17.5%
Balance Sheet
Debt/Equity0.270.270.190.000.00
Current Ratio1.911.91———
Cash Flow
Free Cash Flow$-107.6M$-107.6M$-51.4M$-45.2M$376.5M
Returns
ROE5.7%5.7%6.3%7.9%15.6%
Valuation
P/E25.5325.5315.9114.1811.71
EV/EBITDA13.9113.916.067.147.73
P/B1.561.561.001.111.83
Growth & Yield
Revenue Growth-1.9%-1.9%1.8%-18.7%—
EPS Growth-7.9%-7.9%-16.5%-57.7%—
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%

3Y implied EPS CAGR

34.6%

muy exigente

EPS terminal req.

$2.27

Spread vs growth

-42.5%

5Y implied EPS CAGR

24.1%

exigente

EPS terminal req.

$2.74

Spread vs growth

-32.1%

10Y implied EPS CAGR

16.9%

exigente

EPS terminal req.

$4.41

Spread vs growth

-24.8%

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 +47.8%

Total return

+47.8%

Start / end P/E

17.3x → 27.5x

EPS bridge

1.01 → 0.93

Residual

-4.7%

EPS growth-7.9%
Multiple rerating+59.1%
Dividend+1.3%
Residual / FX / buybacks / cross-term-4.7%

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.