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688357.SS$28.90-1.04%
Fair $28.90+0.0%

688357.SS

Luoyang Jianlong Micro-nano New Material Co., Ltd

Basic Materials / Specialty ChemicalsShanghai

$28.90

-0.31 (-1.04%)

Fairly Valued+0.0%Fair Value $28.90Fund rank 23/100 · Data gapFallback financials|
SA 40/C
F-Score: 8/9

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 $-15.2M · quality 39.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 5/100Data 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

40/100

C

Piotroski

8/9

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 · 688357.SSLocal privado en este navegador · Luoyang Jianlong Micro-nano New 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

$2.9B

P/E

35.2x

↑

EV/EBITDA

18.1x

↑

ROE

5.3%

↑

Gross Margin

31.9%

↑

Debt/Equity

0.38

↑
52-Week Range$29
$24$42

TradingView lightweight chart

688357.SS price, volumen y niveles de valoración

Último $29.39Periodo +16.6%
Fair value: $28.90

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

-0.5%

FCF CAGR

—

FCF margin

9.0%

FCF / Net income

0.77x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $840.6M · net income $98.5M · FCF $76.0M

2022-FY → 2025-FY

Gross margin

31.9%-1.0% pts

Operating margin

12.8%-7.3% pts

Net margin

11.7%-11.5% pts

FCF margin

9.0%+38.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$840.6M$840.6M$778.7M$972.2M$853.8M
Net Income$98.5M$98.5M$74.8M$153.0M$197.9M
EBITDA$193.9M$193.9M$161.7M$235.4M$261.7M
EPS0.900.900.681.451.98
Gross Margin31.9%31.9%28.4%30.3%32.9%
Operating Margin12.8%12.8%9.3%15.8%20.0%
Net Margin11.7%11.7%9.6%15.7%23.2%
Balance Sheet
Debt/Equity0.380.380.390.370.01
Current Ratio3.173.17———
Cash Flow
Free Cash Flow$76.0M$76.0M$-15.2M$-206.2M$-250.8M
Returns
ROE5.3%5.3%4.2%8.6%12.8%
Valuation
P/E35.2435.2430.6028.6033.11
EV/EBITDA18.1118.1116.9618.6324.36
P/B1.691.691.272.464.23
Growth & Yield
Revenue Growth7.9%7.9%-19.9%13.9%—
EPS Growth32.4%32.4%-53.1%-26.9%—
Dividend Yield1.0%1.0%———

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

41.8%

muy exigente

EPS terminal req.

$2.56

Spread vs growth

-9.4%

5Y implied EPS CAGR

28.1%

muy exigente

EPS terminal req.

$3.10

Spread vs growth

4.3%

10Y implied EPS CAGR

18.7%

exigente

EPS terminal req.

$5.00

Spread vs growth

13.7%

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 +15.8%

Total return

+15.8%

Start / end P/E

37.7x → 32.7x

EPS bridge

0.68 → 0.90

Residual

-4.3%

EPS growth+32.4%
Multiple rerating-13.3%
Dividend+1.0%
Residual / FX / buybacks / cross-term-4.3%

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.