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603867.SS$36.90-2.79%
Fair $36.90+0.0%

603867.SS

Zhejiang Xinhua Chemical Co.,Ltd

Basic Materials / ChemicalsShanghai

$36.90

-1.06 (-2.79%)

Fairly Valued+0.0%Fair Value $36.90Fund rank 25/100 · Data gapFallback financials|
SA 59/C
F-Score: 7/9

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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-20.5M · quality 43.7/100

Data gap 25/100
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

59/100

C

Piotroski

7/9

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 · 603867.SSLocal privado en este navegador · Zhejiang Xinhua Chemical 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

$8.0B

P/E

26.9x

↑

EV/EBITDA

12.2x

↑

ROE

8.5%

↑

Gross Margin

22.3%

↑

Debt/Equity

0.10

↓
52-Week Range$37
$23$44

TradingView lightweight chart

603867.SS price, volumen y niveles de valoración

Último $36.90Periodo +69.0%
Fair value: $36.90

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

+3.1%

FCF CAGR

—

FCF margin

-0.7%

FCF / Net income

-0.08x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.94B · net income $260.4M · FCF $-20.5M

2022-FY → 2025-FY

Gross margin

22.3%-1.3% pts

Operating margin

12.7%-2.2% pts

Net margin

8.8%-3.4% pts

FCF margin

-0.7%+6.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.94B$2.94B$2.97B$2.60B$2.68B
Net Income$260.4M$260.4M$226.9M$252.6M$329.2M
EBITDA$550.7M$550.7M$473.7M$462.9M$523.3M
EPS1.381.381.171.331.78
Gross Margin22.3%22.3%20.8%23.3%23.6%
Operating Margin12.7%12.7%12.0%13.5%14.9%
Net Margin8.8%8.8%7.7%9.7%12.3%
Balance Sheet
Debt/Equity0.100.100.340.340.34
Current Ratio2.522.52———
Cash Flow
Free Cash Flow$-20.5M$-20.5M$86.6M$-102.6M$-197.1M
Returns
ROE8.5%8.5%9.7%11.5%16.2%
Valuation
P/E26.9326.9319.4924.0219.18
EV/EBITDA12.2112.219.4213.1312.06
P/B2.282.281.902.753.10
Growth & Yield
Revenue Growth-0.8%-0.8%14.2%-3.2%—
EPS Growth17.9%17.9%-12.0%-25.3%—
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

33.4%

muy exigente

EPS terminal req.

$3.27

Spread vs growth

-15.4%

5Y implied EPS CAGR

23.5%

exigente

EPS terminal req.

$3.96

Spread vs growth

-5.5%

10Y implied EPS CAGR

16.5%

exigente

EPS terminal req.

$6.38

Spread vs growth

1.4%

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 +53.1%

Total return

+53.1%

Start / end P/E

20.8x → 26.7x

EPS bridge

1.17 → 1.38

Residual

+5.2%

EPS growth+17.9%
Multiple rerating+28.8%
Dividend+1.2%
Residual / FX / buybacks / cross-term+5.2%

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.