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603429.SS$9.66+5.00%
Fair $9.66+0.0%

603429.SS

Anhui Genuine NewMaterials Co.,Ltd.

Consumer Cyclical / Packaging & ContainersShanghai

$9.66

+0.46 (+5.00%)

Fairly Valued+0.0%Fair Value $9.66Fund rank 31/100 · Data gapFallback financials|
SA 29/D
F-Score: 3/9
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 20%

FCF escenarios

weak_data · normalized FCF $-62.8M · quality 55.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

29/100

D

Piotroski

3/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Revenue has declined for 3 consecutive years ROE is -1.4%, below the 5% threshold
Thesis & Journal · 603429.SSLocal privado en este navegador · Anhui Genuine NewMaterials 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

$5.1B

P/E

N/A

•

EV/EBITDA

461.9x

↑

ROE

-1.4%

↓

Gross Margin

7.3%

↓

Debt/Equity

0.00

↓
52-Week Range$10
$8$14

TradingView lightweight chart

603429.SS price, volumen y niveles de valoración

Último $9.660Periodo +163.7%
Fair value: $9.660

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

-40.9%

FCF CAGR

—

FCF margin

-52.7%

FCF / Net income

4.96x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $171.1M · net income $-18.2M · FCF $-90.2M

2022-FY → 2025-FY

Gross margin

7.3%-29.0% pts

Operating margin

-15.2%-39.0% pts

Net margin

-10.6%-30.8% pts

FCF margin

-52.7%-78.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$171.1M$171.1M$458.0M$662.5M$827.9M
Net Income$-18.2M$-18.2M$-72.5M$116.7M$166.9M
EBITDA$7.8M$7.8M$-5.8M$193.7M$242.9M
EPS-0.04-0.04-0.140.220.32
Gross Margin7.3%7.3%34.6%41.0%36.3%
Operating Margin-15.2%-15.2%17.0%26.4%23.8%
Net Margin-10.6%-10.6%-15.8%17.6%20.2%
Balance Sheet
Debt/Equity0.000.000.00—0.00
Current Ratio15.5615.56———
Cash Flow
Free Cash Flow$-90.2M$-90.2M$-62.8M$208.2M$208.9M
Returns
ROE-1.4%-1.4%-5.8%7.6%11.7%
Valuation
P/E———37.0937.94
EV/EBITDA461.88461.88—17.3922.70
P/B3.473.472.442.814.45
Growth & Yield
Revenue Growth-62.6%-62.6%-30.9%-20.0%—
EPS Growth71.4%71.4%-163.6%-31.3%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +6.4%

Total return

+6.4%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.14 → -0.04

Residual

+6.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+6.4%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.