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603276.SS$16.36-1.45%
Fair $16.36+0.0%

603276.SS

Jiangsu Hengxing New Material Technology Co.,Ltd.

Basic Materials / ChemicalsShanghai

$16.36

-0.24 (-1.45%)

Fairly Valued+0.0%Fair Value $16.36Fund rank 25/100 · Data gapFallback financials|
SA 49/C
F-Score: 8/9
Low 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 18%

FCF escenarios

weak_data · normalized FCF $-40.0M · 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 11/100Data 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

49/100

C

Piotroski

8/9

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. ROE is 3.4%, below the 5% threshold
Thesis & Journal · 603276.SSLocal privado en este navegador · Jiangsu Hengxing New Material Technology 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

46.7x

↑

EV/EBITDA

23.1x

↑

ROE

3.4%

↑

Gross Margin

18.5%

↓

Debt/Equity

0.01

↓
52-Week Range$16
$14$20

TradingView lightweight chart

603276.SS price, volumen y niveles de valoración

Último $16.36Periodo -30.4%
Fair value: $16.36

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

+8.6%

FCF CAGR

—

FCF margin

-1.2%

FCF / Net income

-0.17x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $868.3M · net income $60.0M · FCF $-10.5M

2022-FY → 2025-FY

Gross margin

18.5%-9.2% pts

Operating margin

7.7%-9.7% pts

Net margin

6.9%-6.9% pts

FCF margin

-1.2%-5.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$868.3M$868.3M$730.3M$644.1M$677.2M
Net Income$60.0M$60.0M$34.9M$78.1M$93.3M
EBITDA$136.0M$136.0M$103.5M$151.4M$177.0M
EPS0.290.290.170.460.60
Gross Margin18.5%18.5%13.7%24.1%27.7%
Operating Margin7.7%7.7%4.1%14.6%17.4%
Net Margin6.9%6.9%4.8%12.1%13.8%
Balance Sheet
Debt/Equity0.010.010.01—0.12
Current Ratio11.1311.13———
Cash Flow
Free Cash Flow$-10.5M$-10.5M$-82.1M$-40.0M$25.8M
Returns
ROE3.4%3.4%2.0%4.4%12.1%
Valuation
P/E46.7446.7475.4141.39—
EV/EBITDA23.0623.0623.7119.29—
P/B1.921.921.511.84—
Growth & Yield
Revenue Growth18.9%18.9%13.4%-4.9%—
EPS Growth70.6%70.6%-63.0%-23.3%—
Dividend Yield0.8%0.8%———

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

71.1%

muy exigente

EPS terminal req.

$1.45

Spread vs growth

-0.5%

5Y implied EPS CAGR

43.4%

muy exigente

EPS terminal req.

$1.76

Spread vs growth

27.2%

10Y implied EPS CAGR

25.6%

muy exigente

EPS terminal req.

$2.83

Spread vs growth

45.0%

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 +18.8%

Total return

+18.8%

Start / end P/E

81.5x → 56.4x

EPS bridge

0.17 → 0.29

Residual

-21.7%

EPS growth+70.6%
Multiple rerating-30.8%
Dividend+0.7%
Residual / FX / buybacks / cross-term-21.7%

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.