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603227.SS$8.79+4.46%
Fair $8.79+0.0%

603227.SS

Xinjiang Xuefeng Sci-Tech(Group)Co.,Ltd

Basic Materials / Specialty ChemicalsShanghai

$8.79

+0.39 (+4.46%)

Fairly Valued+0.0%Fair Value $8.79Fund rank 36/100 · Data gapFallback financials|
SA 45/C
F-Score: 2/9
Declining RevenueMargin 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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $583.2M · quality 76.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 67/100Data 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

45/100

C

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: 2unknown: 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. Revenue has declined for 2 consecutive years Operating margin has declined for 3 consecutive years
Thesis & Journal · 603227.SSLocal privado en este navegador · Xinjiang Xuefeng Sci-Tech(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

$9.4B

P/E

19.5x

↑

EV/EBITDA

8.7x

↓

ROE

9.8%

↑

Gross Margin

22.3%

↑

Debt/Equity

0.15

↓
52-Week Range$9
$8$11

TradingView lightweight chart

603227.SS price, volumen y niveles de valoración

Último $9.130Periodo +154.7%
Fair value: $8.790

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

-6.9%

FCF CAGR

-36.0%

FCF margin

4.5%

FCF / Net income

0.50x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.56B · net income $503.7M · FCF $250.0M

2022-FY → 2025-FY

Gross margin

22.3%-6.9% pts

Operating margin

13.0%-9.9% pts

Net margin

9.1%-0.6% pts

FCF margin

4.5%-9.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.56B$5.56B$6.10B$7.02B$6.90B
Net Income$503.7M$503.7M$668.4M$853.5M$665.8M
EBITDA$1.09B$1.09B$1.34B$1.56B$1.91B
EPS0.470.470.620.820.81
Gross Margin22.3%22.3%23.2%23.4%29.2%
Operating Margin13.0%13.0%15.7%17.2%22.9%
Net Margin9.1%9.1%11.0%12.2%9.6%
Balance Sheet
Debt/Equity0.150.150.140.180.27
Current Ratio1.921.92———
Cash Flow
Free Cash Flow$250.0M$250.0M$583.2M$903.3M$953.8M
Returns
ROE9.8%9.8%13.6%19.0%20.2%
Valuation
P/E19.5319.5313.308.3711.09
EV/EBITDA8.728.726.414.533.70
P/B1.821.821.811.592.24
Growth & Yield
Revenue Growth-8.8%-8.8%-13.1%1.7%—
EPS Growth-24.7%-24.7%-23.5%0.7%—
Dividend Yield1.6%1.6%———

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

18.4%

exigente

EPS terminal req.

$0.78

Spread vs growth

-43.1%

5Y implied EPS CAGR

15.0%

razonable

EPS terminal req.

$0.94

Spread vs growth

-39.6%

10Y implied EPS CAGR

12.5%

razonable

EPS terminal req.

$1.52

Spread vs growth

-37.1%

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 -0.9%

Total return

-0.9%

Start / end P/E

15.0x → 19.4x

EPS bridge

0.62 → 0.47

Residual

-7.2%

EPS growth-24.7%
Multiple rerating+29.4%
Dividend+1.6%
Residual / FX / buybacks / cross-term-7.2%

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.