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688722.SS$15.81-2.29%
Fair $15.81+0.0%

688722.SS

Beijing Tongyizhong New Material Technology Corporation

Consumer Cyclical / Textile ManufacturingShanghai

$15.81

-0.37 (-2.29%)

Fairly Valued+0.0%Fair Value $15.81Fund rank 28/100 · Data gapFallback financials|
SA 42/C
F-Score: 3/9
Margin Compression

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 21%

FCF escenarios

weak_data · normalized FCF $17.0M · quality 48.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 24/100Data 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

42/100

C

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: 1unknown: 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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 688722.SSLocal privado en este navegador · Beijing Tongyizhong New Material Technology Corporation
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

$3.6B

P/E

34.4x

↑

EV/EBITDA

14.0x

↑

ROE

7.7%

↑

Gross Margin

28.5%

↓

Debt/Equity

0.15

↓
52-Week Range$16
$16$24

TradingView lightweight chart

688722.SS price, volumen y niveles de valoración

Último $15.81Periodo -3.2%
Fair value: $15.81

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

+16.6%

FCF CAGR

-51.2%

FCF margin

1.7%

FCF / Net income

0.16x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $976.0M · net income $109.5M · FCF $17.0M

2022-FY → 2025-FY

Gross margin

28.5%-11.4% pts

Operating margin

14.8%-15.0% pts

Net margin

11.2%-16.6% pts

FCF margin

1.7%-22.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$976.0M$976.0M$649.4M$640.3M$616.4M
Net Income$109.5M$109.5M$130.2M$153.6M$171.4M
EBITDA$246.8M$246.8M$204.2M$212.7M$225.6M
EPS0.490.490.580.680.76
Gross Margin28.5%28.5%37.7%38.5%39.9%
Operating Margin14.8%14.8%22.9%26.1%29.9%
Net Margin11.2%11.2%20.0%24.0%27.8%
Balance Sheet
Debt/Equity0.150.150.020.020.02
Current Ratio3.173.17———
Cash Flow
Free Cash Flow$17.0M$17.0M$72.5M$-179.3M$147.1M
Returns
ROE7.7%7.7%9.7%12.5%14.6%
Valuation
P/E34.3734.3720.4721.1626.04
EV/EBITDA14.0314.0310.6913.2516.67
P/B2.472.471.992.643.80
Growth & Yield
Revenue Growth50.3%50.3%1.4%3.9%—
EPS Growth-15.5%-15.5%-14.7%-10.5%—
Dividend Yield0.4%0.4%———

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

42.0%

muy exigente

EPS terminal req.

$1.40

Spread vs growth

-57.5%

5Y implied EPS CAGR

28.2%

muy exigente

EPS terminal req.

$1.70

Spread vs growth

-43.7%

10Y implied EPS CAGR

18.8%

exigente

EPS terminal req.

$2.73

Spread vs growth

-34.3%

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 -29.4%

Total return

-29.4%

Start / end P/E

38.8x → 32.3x

EPS bridge

0.58 → 0.49

Residual

+2.6%

EPS growth-15.5%
Multiple rerating-16.9%
Dividend+0.4%
Residual / FX / buybacks / cross-term+2.6%

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.