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603299.SS$10.43+0.19%
Fair $10.43+0.0%

603299.SS

Jiang Su Suyan Jingshen Co.,Ltd

Basic Materials / ChemicalsShanghai

$10.43

+0.02 (+0.19%)

Fairly Valued+0.0%Fair Value $10.43Fund rank 29/100 · Data gapFallback financials|
SA 38/D
F-Score: 2/9
Declining Revenue

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 19%

FCF escenarios

weak_data · normalized FCF $582.3M · quality 48.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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. Revenue has declined for 3 consecutive years
Thesis & Journal · 603299.SSLocal privado en este navegador · Jiang Su Suyan Jingshen 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

$10.0B

P/E

18.0x

↑

EV/EBITDA

7.4x

↓

ROE

8.3%

↑

Gross Margin

34.6%

↑

Debt/Equity

0.32

↑
52-Week Range$10
$9$13

TradingView lightweight chart

603299.SS price, volumen y niveles de valoración

Último $10.43Periodo +96.4%
Fair value: $10.43

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

-8.9%

FCF CAGR

—

FCF margin

-14.7%

FCF / Net income

-1.27x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.51B · net income $522.1M · FCF $-662.6M

2022-FY → 2025-FY

Gross margin

34.6%+1.2% pts

Operating margin

11.7%-6.3% pts

Net margin

11.6%-1.9% pts

FCF margin

-14.7%-27.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.51B$4.51B$5.34B$5.68B$5.97B
Net Income$522.1M$522.1M$769.0M$738.4M$803.9M
EBITDA$1.11B$1.11B$1.35B$1.39B$1.50B
EPS0.670.670.980.951.04
Gross Margin34.6%34.6%35.6%34.0%33.4%
Operating Margin11.7%11.7%16.5%15.5%17.9%
Net Margin11.6%11.6%14.4%13.0%13.5%
Balance Sheet
Debt/Equity0.320.320.200.390.48
Current Ratio1.911.91———
Cash Flow
Free Cash Flow$-662.6M$-662.6M$582.3M$914.1M$774.6M
Returns
ROE8.3%8.3%12.7%13.3%15.9%
Valuation
P/E17.9817.9811.319.129.97
EV/EBITDA7.367.365.424.185.44
P/B1.301.301.441.211.59
Growth & Yield
Revenue Growth-15.7%-15.7%-6.0%-4.8%—
EPS Growth-32.1%-32.1%3.1%-8.0%—
Dividend Yield4.3%4.3%———

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

11.5%

razonable

EPS terminal req.

$0.93

Spread vs growth

-43.6%

5Y implied EPS CAGR

10.9%

razonable

EPS terminal req.

$1.12

Spread vs growth

-43.0%

10Y implied EPS CAGR

10.4%

razonable

EPS terminal req.

$1.80

Spread vs growth

-42.5%

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 +10.8%

Total return

+10.8%

Start / end P/E

10.0x → 15.6x

EPS bridge

0.98 → 0.67

Residual

-18.2%

EPS growth-32.1%
Multiple rerating+56.8%
Dividend+4.3%
Residual / FX / buybacks / cross-term-18.2%

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.