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603395.SS$23.99-2.24%
Fair $23.99+0.0%

603395.SS

CNSIG Anhui Hongsifang Fertilizer Co., Ltd.

Basic Materials / Agricultural InputsShanghai

$23.99

-0.55 (-2.24%)

Fairly Valued+0.0%Fair Value $23.99Fund rank 30/100 · Data gapFallback financials|
SA 32/D
F-Score: 4/9
Declining RevenueLow 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 21%

FCF escenarios

weak_data · normalized FCF $54.3M · quality 58.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data 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

32/100

D

Piotroski

4/9

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 3 consecutive years ROE is 3.6%, below the 5% threshold
Thesis & Journal · 603395.SSLocal privado en este navegador · CNSIG Anhui Hongsifang Fertilizer 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

$6.2B

P/E

120.0x

↑

EV/EBITDA

35.5x

↑

ROE

3.6%

↑

Gross Margin

9.7%

↓

Debt/Equity

0.06

↓
52-Week Range$24
$24$41

TradingView lightweight chart

603395.SS price, volumen y niveles de valoración

Último $23.99Periodo -80.6%
Fair value: $23.99

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

-6.3%

FCF CAGR

-43.7%

FCF margin

1.6%

FCF / Net income

1.06x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.43B · net income $51.2M · FCF $54.3M

2022-FY → 2025-FY

Gross margin

9.7%-1.5% pts

Operating margin

2.0%-2.3% pts

Net margin

1.5%-1.4% pts

FCF margin

1.6%-5.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.43B$3.43B$3.49B$3.90B$4.17B
Net Income$51.2M$51.2M$93.2M$158.4M$119.3M
EBITDA$163.3M$163.3M$203.3M$266.7M$241.2M
EPS0.200.200.460.820.62
Gross Margin9.7%9.7%10.7%12.6%11.2%
Operating Margin2.0%2.0%3.0%4.7%4.3%
Net Margin1.5%1.5%2.7%4.1%2.9%
Balance Sheet
Debt/Equity0.060.060.090.150.33
Current Ratio1.351.35———
Cash Flow
Free Cash Flow$54.3M$54.3M$-8.4M$124.7M$305.3M
Returns
ROE3.6%3.6%6.7%17.1%15.5%
Valuation
P/E119.95119.9576.91——
EV/EBITDA35.4735.4733.57——
P/B4.374.375.19——
Growth & Yield
Revenue Growth-1.6%-1.6%-10.6%-6.5%—
EPS Growth-56.5%-56.5%-43.6%32.5%—
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

120.0%

muy exigente

EPS terminal req.

$2.13

Spread vs growth

-176.5%

5Y implied EPS CAGR

66.7%

muy exigente

EPS terminal req.

$2.58

Spread vs growth

-123.2%

10Y implied EPS CAGR

35.4%

muy exigente

EPS terminal req.

$4.15

Spread vs growth

-91.9%

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 -29.6%

Total return

-29.6%

Start / end P/E

74.6x → 119.9x

EPS bridge

0.46 → 0.20

Residual

-34.4%

EPS growth-56.5%
Multiple rerating+60.8%
Dividend+0.5%
Residual / FX / buybacks / cross-term-34.4%

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.