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688633.SS$29.64+0.80%
Fair $29.64+0.0%

688633.SS

Nantong Xingqiu Graphite Co.,Ltd.

Industrials / Specialty Industrial MachineryShanghai

$29.64

+0.24 (+0.80%)

Fairly Valued+0.0%Fair Value $29.64Fund rank 28/100 · Data gapFallback financials|
SA 52/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 20%

FCF escenarios

weak_data · normalized FCF $102.1M · quality 46.0/100

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

52/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 688633.SSLocal privado en este navegador · Nantong Xingqiu Graphite 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

$4.7B

P/E

19.9x

↑

EV/EBITDA

16.0x

↑

ROE

9.8%

↑

Gross Margin

40.8%

↑

Debt/Equity

0.38

↑
52-Week Range$30
$22$40

TradingView lightweight chart

688633.SS price, volumen y niveles de valoración

Último $30.17Periodo -31.8%
Fair value: $29.64

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

+7.4%

FCF CAGR

—

FCF margin

31.6%

FCF / Net income

1.51x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $806.4M · net income $169.0M · FCF $254.7M

2022-FY → 2025-FY

Gross margin

40.8%+1.0% pts

Operating margin

26.3%+4.2% pts

Net margin

21.0%-0.8% pts

FCF margin

31.6%+50.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$806.4M$806.4M$632.6M$770.8M$651.2M
Net Income$169.0M$169.0M$148.0M$147.7M$141.7M
EBITDA$274.3M$274.3M$247.5M$225.7M$180.4M
EPS1.141.141.011.011.37
Gross Margin40.8%40.8%43.7%36.9%39.8%
Operating Margin26.3%26.3%27.7%22.2%22.0%
Net Margin21.0%21.0%23.4%19.2%21.8%
Balance Sheet
Debt/Equity0.380.380.380.420.04
Current Ratio3.603.60———
Cash Flow
Free Cash Flow$254.7M$254.7M$102.1M$73.9M$-125.5M
Returns
ROE9.8%9.8%9.2%9.7%10.4%
Valuation
P/E19.8919.8925.7130.4424.81
EV/EBITDA15.9615.9614.9820.5616.92
P/B2.552.552.372.952.59
Growth & Yield
Revenue Growth27.5%27.5%-17.9%18.4%—
EPS Growth12.9%12.9%0.0%-26.4%—
Dividend Yield1.2%1.2%———

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

32.1%

muy exigente

EPS terminal req.

$2.63

Spread vs growth

-19.3%

5Y implied EPS CAGR

22.8%

exigente

EPS terminal req.

$3.18

Spread vs growth

-9.9%

10Y implied EPS CAGR

16.2%

exigente

EPS terminal req.

$5.13

Spread vs growth

-3.3%

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 +9.5%

Total return

+9.5%

Start / end P/E

27.6x → 26.5x

EPS bridge

1.01 → 1.14

Residual

-0.5%

EPS growth+12.9%
Multiple rerating-4.0%
Dividend+1.2%
Residual / FX / buybacks / cross-term-0.5%

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.