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603527.SS$13.39+1.54%
Fair $13.39+0.0%

603527.SS

Anhui Zhongyuan New Materials Co., Ltd.

Industrials / Metal FabricationShanghai

$13.39

+0.21 (+1.54%)

Fairly Valued+0.0%Fair Value $13.39Fund rank 23/100 · Data gapFallback financials|
SA 52/C
F-Score: 1/9
Margin CompressionLow 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 17%

FCF escenarios

weak_data · normalized FCF $-682.0M · quality 40.0/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data 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

52/100

C

Piotroski

1/9

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. Operating margin has declined for 3 consecutive years ROE is 3.0%, below the 5% threshold
Thesis & Journal · 603527.SSLocal privado en este navegador · Anhui Zhongyuan New Materials 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

$4.2B

P/E

148.8x

↑

EV/EBITDA

24.4x

↑

ROE

3.0%

↓

Gross Margin

1.2%

↓

Debt/Equity

0.85

↑
52-Week Range$13
$9$15

TradingView lightweight chart

603527.SS price, volumen y niveles de valoración

Último $13.82Periodo +41.7%
Fair value: $13.39

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

+15.7%

FCF CAGR

—

FCF margin

-4.2%

FCF / Net income

-7.33x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $11.05B · net income $63.1M · FCF $-462.8M

2022-FY → 2025-FY

Gross margin

1.2%-2.8% pts

Operating margin

0.4%-1.9% pts

Net margin

0.6%-1.4% pts

FCF margin

-4.2%-6.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$11.05B$11.05B$9.32B$7.58B$7.13B
Net Income$63.1M$63.1M$127.3M$114.9M$140.4M
EBITDA$231.6M$231.6M$241.0M$205.0M$229.5M
EPS0.200.200.400.430.58
Gross Margin1.2%1.2%2.8%3.7%4.0%
Operating Margin0.4%0.4%1.9%2.1%2.4%
Net Margin0.6%0.6%1.4%1.5%2.0%
Balance Sheet
Debt/Equity0.850.850.630.340.42
Current Ratio1.371.37———
Cash Flow
Free Cash Flow$-462.8M$-462.8M$-777.0M$-682.0M$147.0M
Returns
ROE3.0%3.0%6.3%6.0%12.2%
Valuation
P/E148.78148.7822.2024.7426.16
EV/EBITDA24.3624.3616.2615.1717.15
P/B2.032.031.411.473.19
Growth & Yield
Revenue Growth18.5%18.5%22.9%6.4%—
EPS Growth-50.0%-50.0%-7.0%-25.9%—
Dividend Yield1.2%1.2%———

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

81.1%

muy exigente

EPS terminal req.

$1.19

Spread vs growth

-131.1%

5Y implied EPS CAGR

48.4%

muy exigente

EPS terminal req.

$1.44

Spread vs growth

-98.4%

10Y implied EPS CAGR

27.7%

muy exigente

EPS terminal req.

$2.32

Spread vs growth

-77.7%

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 +39.8%

Total return

+39.8%

Start / end P/E

24.9x → 69.1x

EPS bridge

0.40 → 0.20

Residual

-88.6%

EPS growth-50.0%
Multiple rerating+177.2%
Dividend+1.2%
Residual / FX / buybacks / cross-term-88.6%

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.