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603928.SS$15.53+1.37%
Fair $15.53+0.0%

603928.SS

Suzhou Xingye Materials Technology Co.,Ltd.

Basic Materials / Specialty ChemicalsShanghai

$15.53

+0.21 (+1.37%)

Fairly Valued+0.0%Fair Value $15.53Fund rank 28/100 · Data gapFallback financials|
SA 36/D
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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $56.6M · quality 47.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 49/100Data 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

36/100

D

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 · 603928.SSLocal privado en este navegador · Suzhou Xingye Materials Technology 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

$4.1B

P/E

33.8x

↑

EV/EBITDA

23.8x

↑

ROE

6.4%

↑

Gross Margin

15.5%

↓

Debt/Equity

N/A

•
52-Week Range$16
$10$22

TradingView lightweight chart

603928.SS price, volumen y niveles de valoración

Último $15.53Periodo +25.9%
Fair value: $15.53

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

-3.7%

FCF CAGR

-3.5%

FCF margin

2.7%

FCF / Net income

0.42x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.60B · net income $101.5M · FCF $42.4M

2022-FY → 2025-FY

Gross margin

15.5%+0.7% pts

Operating margin

7.7%-0.1% pts

Net margin

6.4%-0.1% pts

FCF margin

2.7%+0.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.60B$1.60B$1.48B$1.50B$1.79B
Net Income$101.5M$101.5M$40.5M$75.9M$116.2M
EBITDA$168.6M$168.6M$100.1M$141.2M$179.3M
EPS0.390.390.150.290.45
Gross Margin15.5%15.5%11.9%15.0%14.8%
Operating Margin7.7%7.7%4.0%6.9%7.8%
Net Margin6.4%6.4%2.7%5.1%6.5%
Balance Sheet
Debt/Equity———0.060.18
Current Ratio3.413.41———
Cash Flow
Free Cash Flow$42.4M$42.4M$155.8M$56.6M$47.2M
Returns
ROE6.4%6.4%2.7%5.0%7.8%
Valuation
P/E33.7633.7652.2034.4618.93
EV/EBITDA23.7823.7820.8318.4913.46
P/B2.562.561.401.711.48
Growth & Yield
Revenue Growth7.5%7.5%-1.1%-16.1%—
EPS Growth160.0%160.0%-48.3%-35.0%—
Dividend Yield1.0%1.0%———

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

52.3%

muy exigente

EPS terminal req.

$1.38

Spread vs growth

107.7%

5Y implied EPS CAGR

33.7%

muy exigente

EPS terminal req.

$1.67

Spread vs growth

126.3%

10Y implied EPS CAGR

21.3%

exigente

EPS terminal req.

$2.69

Spread vs growth

138.7%

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 +45.9%

Total return

+45.9%

Start / end P/E

71.5x → 39.8x

EPS bridge

0.15 → 0.39

Residual

-70.8%

EPS growth+160.0%
Multiple rerating-44.3%
Dividend+1.0%
Residual / FX / buybacks / cross-term-70.8%

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.