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688550.SS$42.82-6.93%
Fair $42.82+0.0%

688550.SS

Xi'an Manareco New Materials Co.,Ltd

Basic Materials / Specialty ChemicalsShanghai

$42.82

-3.19 (-6.93%)

Fairly Valued+0.0%Fair Value $42.82Fund rank 26/100 · Data gapFallback financials|
SA 40/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 33% · confianza 18%

FCF escenarios

weak_data · normalized FCF $255.8M · quality 37.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 32/100Data 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

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 commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 688550.SSLocal privado en este navegador · Xi'an Manareco New 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

$7.4B

P/E

24.3x

↑

EV/EBITDA

13.3x

↑

ROE

9.4%

↑

Gross Margin

44.9%

↑

Debt/Equity

N/A

•
52-Week Range$43
$37$57

TradingView lightweight chart

688550.SS price, volumen y niveles de valoración

Último $42.82Periodo -14.2%
Fair value: $42.82

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

+4.2%

FCF CAGR

—

FCF margin

15.5%

FCF / Net income

0.84x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.68B · net income $309.3M · FCF $259.2M

2022-FY → 2025-FY

Gross margin

44.9%+6.2% pts

Operating margin

21.3%+4.0% pts

Net margin

18.5%+1.8% pts

FCF margin

15.5%+37.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.68B$1.68B$1.46B$1.21B$1.48B
Net Income$309.3M$309.3M$251.7M$134.2M$246.5M
EBITDA$514.2M$514.2M$449.5M$293.4M$378.0M
EPS1.771.771.450.981.94
Gross Margin44.9%44.9%44.2%35.2%38.7%
Operating Margin21.3%21.3%21.1%11.0%17.3%
Net Margin18.5%18.5%17.3%11.1%16.7%
Balance Sheet
Debt/Equity——0.000.000.00
Current Ratio7.147.14———
Cash Flow
Free Cash Flow$259.2M$259.2M$255.8M$181.3M$-323.9M
Returns
ROE9.4%9.4%8.3%4.6%8.3%
Valuation
P/E24.3324.3319.8930.2813.82
EV/EBITDA13.3213.329.6811.746.82
P/B2.272.271.651.381.15
Growth & Yield
Revenue Growth14.9%14.9%20.7%-18.4%—
EPS Growth22.1%22.1%48.0%-49.4%—
Dividend Yield2.0%2.0%———

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

29.0%

muy exigente

EPS terminal req.

$3.80

Spread vs growth

-6.9%

5Y implied EPS CAGR

21.0%

exigente

EPS terminal req.

$4.60

Spread vs growth

1.0%

10Y implied EPS CAGR

15.4%

exigente

EPS terminal req.

$7.40

Spread vs growth

6.7%

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 +16.5%

Total return

+16.5%

Start / end P/E

25.8x → 24.2x

EPS bridge

1.45 → 1.77

Residual

-1.4%

EPS growth+22.1%
Multiple rerating-6.2%
Dividend+2.0%
Residual / FX / buybacks / cross-term-1.4%

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.