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603406.SS$30.04+2.00%
Fair $30.04+0.0%

603406.SS

Yangzhou Tinfulong Group Co., Ltd.

Basic Materials / Specialty ChemicalsShanghai

$30.04

+0.59 (+2.00%)

Fairly Valued+0.0%Fair Value $30.04Fund rank 28/100 · Data gapFallback financials|
SA 45/C
F-Score: 5/9

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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $193.8M · quality 47.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 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.
Thesis & Journal · 603406.SSLocal privado en este navegador · Yangzhou Tinfulong 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

$12.0B

P/E

26.8x

↑

EV/EBITDA

15.7x

↑

ROE

9.7%

↑

Gross Margin

17.9%

↓

Debt/Equity

0.00

↓
52-Week Range$30
$29$82

TradingView lightweight chart

603406.SS price, volumen y niveles de valoración

Último $30.04Periodo -47.1%
Fair value: $30.04

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

+10.8%

FCF CAGR

—

FCF margin

14.0%

FCF / Net income

1.11x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.50B · net income $441.9M · FCF $491.1M

2022-FY → 2025-FY

Gross margin

17.9%-1.0% pts

Operating margin

13.3%-0.9% pts

Net margin

12.6%-1.3% pts

FCF margin

14.0%+16.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.50B$3.50B$3.84B$3.34B$2.58B
Net Income$441.9M$441.9M$453.6M$431.2M$358.0M
EBITDA$626.3M$626.3M$631.6M$572.0M$499.3M
EPS1.181.181.261.200.99
Gross Margin17.9%17.9%16.5%18.3%18.9%
Operating Margin13.3%13.3%12.5%13.7%14.2%
Net Margin12.6%12.6%11.8%12.9%13.9%
Balance Sheet
Debt/Equity0.000.000.000.000.03
Current Ratio10.7110.71———
Cash Flow
Free Cash Flow$491.1M$491.1M$193.8M$91.1M$-59.7M
Returns
ROE9.7%9.7%13.1%14.3%13.8%
Valuation
P/E26.8226.82———
EV/EBITDA15.7215.72———
P/B2.462.46———
Growth & Yield
Revenue Growth-8.8%-8.8%15.1%29.5%—
EPS Growth-6.3%-6.3%5.0%21.2%—
Dividend Yield1.7%1.7%———

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

31.2%

muy exigente

EPS terminal req.

$2.67

Spread vs growth

-37.6%

5Y implied EPS CAGR

22.3%

exigente

EPS terminal req.

$3.23

Spread vs growth

-28.6%

10Y implied EPS CAGR

16.0%

exigente

EPS terminal req.

$5.19

Spread vs growth

-22.3%

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 · available periodreconcilia total -45.4%

Total return

-45.4%

Start / end P/E

45.1x → 25.5x

EPS bridge

1.26 → 1.18

Residual

+2.8%

EPS growth-6.3%
Multiple rerating-43.5%
Dividend+1.7%
Residual / FX / buybacks / cross-term+2.8%

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.