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688456.SS$76.02-1.40%
Fair $76.02+0.0%

688456.SS

GRIPM Advanced Materials Co., Ltd.

Basic Materials / ChemicalsShanghai

$76.02

-1.08 (-1.40%)

Fairly Valued+0.0%Fair Value $76.02Fund rank 28/100 · Data gapFallback financials|
SA 63/B
F-Score: 3/9

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 33% · confianza 23%

FCF escenarios

weak_data · normalized FCF $-87.5M · quality 66.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 30/100Data 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

63/100

B

Piotroski

3/9

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 · 688456.SSLocal privado en este navegador · GRIPM Advanced Materials 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

$7.9B

P/E

88.4x

↑

EV/EBITDA

62.3x

↑

ROE

5.5%

↑

Gross Margin

8.0%

↓

Debt/Equity

0.19

↓
52-Week Range$76
$33$95

TradingView lightweight chart

688456.SS price, volumen y niveles de valoración

Último $76.02Periodo +83.3%
Fair value: $76.02

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

+12.0%

FCF CAGR

—

FCF margin

-3.4%

FCF / Net income

-1.88x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.90B · net income $69.9M · FCF $-131.4M

2022-FY → 2025-FY

Gross margin

8.0%+0.6% pts

Operating margin

2.5%+0.6% pts

Net margin

1.8%-0.2% pts

FCF margin

-3.4%-1.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.90B$3.90B$3.23B$2.68B$2.78B
Net Income$69.9M$69.9M$59.4M$55.1M$55.4M
EBITDA$127.9M$127.9M$107.2M$94.7M$89.8M
EPS0.670.670.570.530.53
Gross Margin8.0%8.0%7.6%8.3%7.4%
Operating Margin2.5%2.5%2.4%2.1%1.9%
Net Margin1.8%1.8%1.8%2.1%2.0%
Balance Sheet
Debt/Equity0.190.190.180.140.10
Current Ratio1.791.79———
Cash Flow
Free Cash Flow$-131.4M$-131.4M$-43.9M$-87.5M$-48.1M
Returns
ROE5.5%5.5%4.9%4.7%4.9%
Valuation
P/E88.4088.4055.4252.0863.77
EV/EBITDA62.2862.2829.9629.6037.83
P/B6.286.282.732.473.15
Growth & Yield
Revenue Growth20.9%20.9%20.4%-3.6%—
EPS Growth17.5%17.5%7.5%0.0%—
Dividend Yield0.3%0.3%———

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

115.9%

muy exigente

EPS terminal req.

$6.75

Spread vs growth

-98.4%

5Y implied EPS CAGR

64.9%

muy exigente

EPS terminal req.

$8.16

Spread vs growth

-47.3%

10Y implied EPS CAGR

34.7%

muy exigente

EPS terminal req.

$13.15

Spread vs growth

-17.1%

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 +121.1%

Total return

+121.1%

Start / end P/E

60.4x → 113.5x

EPS bridge

0.57 → 0.67

Residual

+15.4%

EPS growth+17.5%
Multiple rerating+87.9%
Dividend+0.3%
Residual / FX / buybacks / cross-term+15.4%

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.