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688267.SS$32.08-5.06%
Fair $32.08+0.0%

688267.SS

China Catalyst Holding Co., Ltd.

Basic Materials / Specialty ChemicalsShanghai

$32.08

-1.71 (-5.06%)

Fairly Valued+0.0%Fair Value $32.08Fund rank 21/100 · Data gapFallback financials|
SA 53/C
F-Score: 7/9

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 14%

FCF escenarios

weak_data · normalized FCF $26.3M · quality 28.3/100

Data gap 21/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

53/100

C

Piotroski

7/9

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 holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 688267.SSLocal privado en este navegador · China Catalyst Holding 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

$5.7B

P/E

28.4x

↑

EV/EBITDA

15.8x

↑

ROE

7.2%

↑

Gross Margin

44.1%

↑

Debt/Equity

N/A

•
52-Week Range$32
$25$36

TradingView lightweight chart

688267.SS price, volumen y niveles de valoración

Último $32.08Periodo -24.0%
Fair value: $32.08

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

—

FCF margin

28.9%

FCF / Net income

1.20x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $845.8M · net income $204.8M · FCF $244.8M

2022-FY → 2025-FY

Gross margin

44.1%+4.4% pts

Operating margin

28.2%+5.4% pts

Net margin

24.2%+1.9% pts

FCF margin

28.9%+37.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$845.8M$845.8M$666.6M$549.9M$680.7M
Net Income$204.8M$204.8M$145.5M$76.9M$151.8M
EBITDA$331.1M$331.1M$242.9M$162.7M$245.3M
EPS1.181.180.850.440.90
Gross Margin44.1%44.1%39.0%32.8%39.6%
Operating Margin28.2%28.2%21.9%10.5%22.7%
Net Margin24.2%24.2%21.8%14.0%22.3%
Balance Sheet
Debt/Equity——0.000.020.03
Current Ratio13.1213.12———
Cash Flow
Free Cash Flow$244.8M$244.8M$26.3M$-167.1M$-56.9M
Returns
ROE7.2%7.2%5.3%2.9%5.8%
Valuation
P/E28.3928.3926.3243.0242.82
EV/EBITDA15.7615.7614.7318.9823.37
P/B1.971.971.401.262.46
Growth & Yield
Revenue Growth26.9%26.9%21.2%-19.2%—
EPS Growth38.8%38.8%93.2%-51.1%—
Dividend Yield1.9%1.9%———

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

34.1%

muy exigente

EPS terminal req.

$2.85

Spread vs growth

4.7%

5Y implied EPS CAGR

23.9%

exigente

EPS terminal req.

$3.44

Spread vs growth

14.9%

10Y implied EPS CAGR

16.7%

exigente

EPS terminal req.

$5.55

Spread vs growth

22.1%

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 +28.9%

Total return

+28.9%

Start / end P/E

29.7x → 27.2x

EPS bridge

0.85 → 1.18

Residual

-3.3%

EPS growth+38.8%
Multiple rerating-8.5%
Dividend+1.9%
Residual / FX / buybacks / cross-term-3.3%

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.