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603599.SS$11.37+1.61%
Fair $11.37+0.0%

603599.SS

Anhui Guangxin Agrochemical Co., Ltd.

Basic Materials / Agricultural InputsShanghai

$11.37

+0.18 (+1.61%)

Fairly Valued+0.0%Fair Value $11.37Fund rank 29/100 · Data gapFallback financials|
SA 50/C
F-Score: 4/9
Declining RevenueMargin Compression

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 23%

FCF escenarios

weak_data · normalized FCF $239.2M · quality 55.7/100

Data gap 29/100
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

50/100

C

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 Operating margin has declined for 3 consecutive years
Thesis & Journal · 603599.SSLocal privado en este navegador · Anhui Guangxin Agrochemical 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

$10.3B

P/E

15.8x

↓

EV/EBITDA

10.8x

↓

ROE

6.5%

↑

Gross Margin

32.4%

↑

Debt/Equity

0.24

↑
52-Week Range$11
$11$17

TradingView lightweight chart

603599.SS price, volumen y niveles de valoración

Último $11.37Periodo +92.1%
Fair value: $11.37

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

-27.0%

FCF CAGR

-49.9%

FCF margin

8.6%

FCF / Net income

0.46x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.53B · net income $656.9M · FCF $302.8M

2022-FY → 2025-FY

Gross margin

32.4%-8.6% pts

Operating margin

16.6%-11.8% pts

Net margin

18.6%-7.0% pts

FCF margin

8.6%-18.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.53B$3.53B$4.64B$5.87B$9.06B
Net Income$656.9M$656.9M$778.7M$1.44B$2.32B
EBITDA$1.10B$1.10B$1.19B$1.97B$3.00B
EPS0.720.720.861.583.56
Gross Margin32.4%32.4%30.7%37.8%41.0%
Operating Margin16.6%16.6%17.7%23.7%28.5%
Net Margin18.6%18.6%16.8%24.5%25.6%
Balance Sheet
Debt/Equity0.240.240.300.290.14
Current Ratio2.432.43———
Cash Flow
Free Cash Flow$302.8M$302.8M$239.2M$156.9M$2.40B
Returns
ROE6.5%6.5%8.0%15.2%26.7%
Valuation
P/E15.7915.7913.419.035.95
EV/EBITDA10.7910.7910.144.423.71
P/B1.031.031.081.371.59
Growth & Yield
Revenue Growth-23.9%-23.9%-20.9%-35.3%—
EPS Growth-16.3%-16.3%-45.6%-55.6%—
Dividend Yield2.4%2.4%———

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

11.9%

razonable

EPS terminal req.

$1.01

Spread vs growth

-28.2%

5Y implied EPS CAGR

11.1%

razonable

EPS terminal req.

$1.22

Spread vs growth

-27.4%

10Y implied EPS CAGR

10.6%

razonable

EPS terminal req.

$1.97

Spread vs growth

-26.8%

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

12.7x → 15.8x

EPS bridge

0.86 → 0.72

Residual

-3.9%

EPS growth-16.3%
Multiple rerating+24.3%
Dividend+2.4%
Residual / FX / buybacks / cross-term-3.9%

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.