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688093.SS$30.42-3.28%
Fair $30.42+0.0%

688093.SS

Suzhou Shihua New Material Technology Co., Ltd.

Basic Materials / Specialty ChemicalsShanghai

$30.42

-1.03 (-3.28%)

Fairly Valued+0.0%Fair Value $30.42Fund rank 22/100 · Data gapFallback financials|
SA 43/C
F-Score: 6/9

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 15%

FCF escenarios

weak_data · normalized FCF $19.1M · quality 29.3/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

43/100

C

Piotroski

6/9

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 · 688093.SSLocal privado en este navegador · Suzhou Shihua New Material 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

$8.5B

P/E

20.8x

↑

EV/EBITDA

15.2x

↑

ROE

14.3%

↑

Gross Margin

58.1%

↑

Debt/Equity

N/A

•
52-Week Range$30
$25$45

TradingView lightweight chart

688093.SS price, volumen y niveles de valoración

Último $30.42Periodo +49.6%
Fair value: $30.42

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

+33.0%

FCF CAGR

+503.0%

FCF margin

7.9%

FCF / Net income

0.22x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.09B · net income $398.9M · FCF $85.9M

2022-FY → 2025-FY

Gross margin

58.1%-2.1% pts

Operating margin

43.2%+1.6% pts

Net margin

36.7%-3.4% pts

FCF margin

7.9%+7.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.09B$1.09B$794.7M$511.5M$462.3M
Net Income$398.9M$398.9M$279.7M$193.5M$185.4M
EBITDA$512.9M$512.9M$356.0M$256.3M$231.3M
EPS1.491.491.070.770.77
Gross Margin58.1%58.1%56.2%58.9%60.2%
Operating Margin43.2%43.2%38.7%39.3%41.6%
Net Margin36.7%36.7%35.2%37.8%40.1%
Balance Sheet
Debt/Equity——0.000.000.00
Current Ratio13.0513.05———
Cash Flow
Free Cash Flow$85.9M$85.9M$19.1M$-120.0M$391864.83
Returns
ROE14.3%14.3%14.3%10.2%13.1%
Valuation
P/E20.8420.8418.3322.7323.79
EV/EBITDA15.1515.1513.5215.9918.13
P/B2.922.922.622.323.12
Growth & Yield
Revenue Growth36.8%36.8%55.4%10.6%—
EPS Growth39.3%39.3%39.0%0.0%—
Dividend Yield2.2%2.2%———

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

21.9%

exigente

EPS terminal req.

$2.70

Spread vs growth

17.3%

5Y implied EPS CAGR

17.0%

exigente

EPS terminal req.

$3.27

Spread vs growth

22.3%

10Y implied EPS CAGR

13.4%

razonable

EPS terminal req.

$5.26

Spread vs growth

25.8%

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 +19.0%

Total return

+19.0%

Start / end P/E

24.4x → 20.4x

EPS bridge

1.07 → 1.49

Residual

-6.3%

EPS growth+39.3%
Multiple rerating-16.2%
Dividend+2.2%
Residual / FX / buybacks / cross-term-6.3%

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.