StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
603938.SS$43.39+3.78%
Fair $43.39+0.0%

603938.SS

Tangshan Sunfar Silicon Industries Co.,Ltd.

Basic Materials / ChemicalsShanghai

$43.39

+1.58 (+3.78%)

Fairly Valued+0.0%Fair Value $43.39Fund rank 33/100 · Data gapFallback financials|
SA 58/C
F-Score: 5/9
Low 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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $71.6M · quality 67.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 53/100Data 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

58/100

C

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: 1unknown: 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. ROE is 3.2%, below the 5% threshold
Thesis & Journal · 603938.SSLocal privado en este navegador · Tangshan Sunfar Silicon Industries 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

$16.6B

P/E

180.8x

↑

EV/EBITDA

64.7x

↑

ROE

3.2%

↑

Gross Margin

13.3%

↓

Debt/Equity

0.03

↓
52-Week Range$43
$13$57

TradingView lightweight chart

603938.SS price, volumen y niveles de valoración

Último $43.39Periodo +696.5%
Fair value: $43.39

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

-7.5%

FCF CAGR

-44.5%

FCF margin

1.9%

FCF / Net income

0.48x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.10B · net income $80.3M · FCF $38.9M

2022-FY → 2025-FY

Gross margin

13.3%-27.8% pts

Operating margin

4.6%-28.2% pts

Net margin

3.8%-24.4% pts

FCF margin

1.9%-6.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.10B$2.10B$1.77B$2.13B$2.65B
Net Income$80.3M$80.3M$63.8M$195.4M$747.8M
EBITDA$254.1M$254.1M$219.9M$332.6M$941.4M
EPS0.210.210.170.511.95
Gross Margin13.3%13.3%14.1%23.9%41.2%
Operating Margin4.6%4.6%4.1%13.8%32.8%
Net Margin3.8%3.8%3.6%9.2%28.2%
Balance Sheet
Debt/Equity0.030.030.000.150.20
Current Ratio1.751.75———
Cash Flow
Free Cash Flow$38.9M$38.9M$71.6M$256.1M$227.7M
Returns
ROE3.2%3.2%2.6%8.2%32.9%
Valuation
P/E180.79180.7960.3533.1213.49
EV/EBITDA64.7264.7216.8320.2110.86
P/B6.636.631.592.704.43
Growth & Yield
Revenue Growth18.5%18.5%-16.9%-19.6%—
EPS Growth23.5%23.5%-66.7%-73.8%—
Dividend Yield0.0%0.0%———

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

163.7%

muy exigente

EPS terminal req.

$3.85

Spread vs growth

-140.2%

5Y implied EPS CAGR

85.9%

muy exigente

EPS terminal req.

$4.66

Spread vs growth

-62.3%

10Y implied EPS CAGR

43.0%

muy exigente

EPS terminal req.

$7.50

Spread vs growth

-19.5%

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 +177.5%

Total return

+177.5%

Start / end P/E

92.0x → 206.6x

EPS bridge

0.17 → 0.21

Residual

+29.3%

EPS growth+23.5%
Multiple rerating+124.6%
Dividend+0.0%
Residual / FX / buybacks / cross-term+29.3%

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.