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605158.SS$6.77-3.42%
Fair $6.77+0.0%

605158.SS

Zhejiang Huada New Materials Co., Ltd.

Basic Materials / SteelShanghai

$6.77

-0.24 (-3.42%)

Fairly Valued+0.0%Fair Value $6.77Fund rank 28/100 · Data gapFallback financials|
SA 28/D
F-Score: 4/9
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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $384.1M · quality 45.3/100

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

28/100

D

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: 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 2.7%, below the 5% threshold
Thesis & Journal · 605158.SSLocal privado en este navegador · Zhejiang Huada 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

$3.5B

P/E

52.1x

↑

EV/EBITDA

8.4x

↓

ROE

2.7%

↑

Gross Margin

4.3%

↓

Debt/Equity

0.97

↑
52-Week Range$7
$7$10

TradingView lightweight chart

605158.SS price, volumen y niveles de valoración

Último $6.770Periodo -28.5%
Fair value: $6.770

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

-4.8%

FCF CAGR

-31.6%

FCF margin

5.7%

FCF / Net income

6.08x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.00B · net income $65.3M · FCF $396.9M

2022-FY → 2025-FY

Gross margin

4.3%-1.7% pts

Operating margin

0.5%-1.2% pts

Net margin

0.9%-1.6% pts

FCF margin

5.7%-9.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.00B$7.00B$6.93B$7.58B$8.11B
Net Income$65.3M$65.3M$229.4M$334.3M$202.3M
EBITDA$190.2M$190.2M$376.0M$468.3M$299.3M
EPS0.130.130.450.650.40
Gross Margin4.3%4.3%6.5%8.1%6.0%
Operating Margin0.5%0.5%2.7%4.1%1.8%
Net Margin0.9%0.9%3.3%4.4%2.5%
Balance Sheet
Debt/Equity0.970.971.090.220.08
Current Ratio1.121.12———
Cash Flow
Free Cash Flow$396.9M$396.9M$-2.52B$384.1M$1.24B
Returns
ROE2.7%2.7%9.0%13.7%9.3%
Valuation
P/E52.0852.0824.4913.1516.48
EV/EBITDA8.448.449.985.222.08
P/B1.391.392.201.801.54
Growth & Yield
Revenue Growth1.0%1.0%-8.6%-6.6%—
EPS Growth-71.1%-71.1%-30.8%62.5%—
Dividend Yield2.1%2.1%———

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

66.6%

muy exigente

EPS terminal req.

$0.60

Spread vs growth

-137.7%

5Y implied EPS CAGR

41.1%

muy exigente

EPS terminal req.

$0.73

Spread vs growth

-112.2%

10Y implied EPS CAGR

24.6%

exigente

EPS terminal req.

$1.17

Spread vs growth

-95.7%

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 -18.0%

Total return

-18.0%

Start / end P/E

18.8x → 52.1x

EPS bridge

0.45 → 0.13

Residual

-125.4%

EPS growth-71.1%
Multiple rerating+176.4%
Dividend+2.1%
Residual / FX / buybacks / cross-term-125.4%

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.