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688157.SS$29.44+5.60%
Fair $29.44+0.0%

688157.SS

Sokan New Materials Group Co., Ltd.

Basic Materials / Specialty ChemicalsShanghai

$29.44

+1.56 (+5.60%)

Fairly Valued+0.0%Fair Value $29.44Fund rank 27/100 · Data gapFallback financials|
SA 41/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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $-74.0M · quality 60.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

41/100

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 1.5%, below the 5% threshold
Thesis & Journal · 688157.SSLocal privado en este navegador · Sokan New Materials Group 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

$4.6B

P/E

490.7x

↑

EV/EBITDA

67.4x

↑

ROE

1.5%

↑

Gross Margin

43.1%

↑

Debt/Equity

0.11

↓
52-Week Range$29
$26$47

TradingView lightweight chart

688157.SS price, volumen y niveles de valoración

Último $29.44Periodo -37.3%
Fair value: $29.44

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

+13.1%

FCF CAGR

—

FCF margin

-10.2%

FCF / Net income

-3.67x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $722.1M · net income $20.2M · FCF $-74.0M

2022-FY → 2025-FY

Gross margin

43.1%-7.0% pts

Operating margin

5.1%-9.6% pts

Net margin

2.8%-13.7% pts

FCF margin

-10.2%+9.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$722.1M$722.1M$745.5M$589.8M$499.1M
Net Income$20.2M$20.2M$86.4M$81.1M$82.3M
EBITDA$68.2M$68.2M$135.8M$108.3M$102.7M
EPS0.130.130.550.520.54
Gross Margin43.1%43.1%48.8%49.4%50.1%
Operating Margin5.1%5.1%13.5%14.9%14.7%
Net Margin2.8%2.8%11.6%13.8%16.5%
Balance Sheet
Debt/Equity0.110.110.120.060.01
Current Ratio2.132.13———
Cash Flow
Free Cash Flow$-74.0M$-74.0M$-56.1M$-184.8M$-99.1M
Returns
ROE1.5%1.5%6.5%6.3%6.6%
Valuation
P/E490.67490.6749.0369.2585.24
EV/EBITDA67.3867.3830.5150.7663.80
P/B3.383.383.204.355.62
Growth & Yield
Revenue Growth-3.1%-3.1%26.4%18.2%—
EPS Growth-76.4%-76.4%5.5%-2.7%—
Dividend Yield0.6%0.6%———

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

171.9%

muy exigente

EPS terminal req.

$2.61

Spread vs growth

-248.2%

5Y implied EPS CAGR

89.3%

muy exigente

EPS terminal req.

$3.16

Spread vs growth

-165.7%

10Y implied EPS CAGR

44.3%

muy exigente

EPS terminal req.

$5.09

Spread vs growth

-120.7%

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 +3.3%

Total return

+3.3%

Start / end P/E

52.1x → 226.5x

EPS bridge

0.55 → 0.13

Residual

-255.5%

EPS growth-76.4%
Multiple rerating+334.6%
Dividend+0.6%
Residual / FX / buybacks / cross-term-255.5%

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.