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605166.SS$10.67+6.17%
Fair $10.67+0.0%

605166.SS

Juheshun Advanced Material Co., Ltd.

Basic Materials / Specialty ChemicalsShanghai

$10.67

+0.62 (+6.17%)

Fairly Valued+0.0%Fair Value $10.67Fund rank 24/100 · Data gapFallback financials|
SA 32/D
F-Score: 2/9

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 17%

FCF escenarios

weak_data · normalized FCF $-115.8M · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 9/100Data 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

32/100

D

Piotroski

2/9

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 · 605166.SSLocal privado en este navegador · Juheshun Advanced Material 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

$3.4B

P/E

34.4x

↑

EV/EBITDA

6.9x

↓

ROE

7.3%

↑

Gross Margin

6.7%

↓

Debt/Equity

0.50

↑
52-Week Range$11
$9$14

TradingView lightweight chart

605166.SS price, volumen y niveles de valoración

Último $10.67Periodo +5.1%
Fair value: $10.67

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

-2.9%

FCF CAGR

—

FCF margin

-2.1%

FCF / Net income

-0.80x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.52B · net income $144.8M · FCF $-115.8M

2022-FY → 2025-FY

Gross margin

6.7%+0.4% pts

Operating margin

3.0%-0.7% pts

Net margin

2.6%-1.4% pts

FCF margin

-2.1%-0.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.52B$5.52B$7.17B$6.02B$6.04B
Net Income$144.8M$144.8M$300.3M$196.7M$242.2M
EBITDA$288.7M$288.7M$514.2M$315.7M$336.3M
EPS0.440.440.860.620.77
Gross Margin6.7%6.7%8.1%6.7%6.3%
Operating Margin3.0%3.0%5.5%3.2%3.6%
Net Margin2.6%2.6%4.2%3.3%4.0%
Balance Sheet
Debt/Equity0.500.500.490.120.22
Current Ratio1.371.37———
Cash Flow
Free Cash Flow$-115.8M$-115.8M$-396.4M$220.6M$-109.1M
Returns
ROE7.3%7.3%15.6%11.5%15.3%
Valuation
P/E34.4234.4212.4515.8916.09
EV/EBITDA6.886.883.713.947.13
P/B1.781.781.941.832.47
Growth & Yield
Revenue Growth-22.9%-22.9%19.1%-0.3%—
EPS Growth-48.8%-48.8%38.7%-19.5%—
Dividend Yield1.3%1.3%———

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

29.1%

muy exigente

EPS terminal req.

$0.95

Spread vs growth

-77.9%

5Y implied EPS CAGR

21.1%

exigente

EPS terminal req.

$1.15

Spread vs growth

-69.9%

10Y implied EPS CAGR

15.4%

exigente

EPS terminal req.

$1.85

Spread vs growth

-64.3%

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 -17.9%

Total return

-17.9%

Start / end P/E

15.3x → 24.3x

EPS bridge

0.86 → 0.44

Residual

-28.4%

EPS growth-48.8%
Multiple rerating+58.1%
Dividend+1.3%
Residual / FX / buybacks / cross-term-28.4%

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.