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CHEMBOND.BO$165.20+0.00%
Fair $165.20+0.0%

CHEMBOND.BO

Chembond Material Technologies Limited

Basic Materials / Specialty ChemicalsBSE

$165.20

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $165.20Fund rank 27/100 · Data gapFallback financials|
SA 50/C
F-Score: 4/9

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 18%

FCF escenarios

weak_data · normalized FCF $151.1M · quality 46.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

50/100

C

Piotroski

4/9

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 · CHEMBOND.BOLocal privado en este navegador · Chembond Material Technologies Limited
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

$2.2B

P/E

17.2x

↓

EV/EBITDA

11.2x

↑

ROE

7.7%

↑

Gross Margin

41.0%

↑

Debt/Equity

0.02

↓
52-Week Range$165
$105$279

TradingView lightweight chart

CHEMBOND.BO price, volumen y niveles de valoración

Último $172.20Periodo +3858.6%
Fair value: $165.20

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

-17.1%

FCF CAGR

—

FCF margin

-2.5%

FCF / Net income

-0.49x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.50B · net income $128.9M · FCF $-62.7M

2023-FY → 2026-FY

Gross margin

41.0%+4.5% pts

Operating margin

5.8%-1.6% pts

Net margin

5.2%-0.6% pts

FCF margin

-2.5%+0.6% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$2.50B$2.50B$2.01B$1.78B$4.39B
Net Income$128.9M$128.9M$175.6M$111.8M$251.0M
EBITDA$194.2M$194.2M$227.5M$203.3M$389.7M
EPS9.599.5913.068.3118.66
Gross Margin41.0%41.0%42.3%34.1%36.4%
Operating Margin5.8%5.8%5.4%2.2%7.4%
Net Margin5.2%5.2%8.7%6.3%5.7%
Balance Sheet
Debt/Equity0.020.020.020.050.02
Current Ratio2.372.37———
Cash Flow
Free Cash Flow$-62.7M$-62.7M$151.1M$832.4M$-136.9M
Returns
ROE7.7%7.7%11.2%7.8%7.8%
Valuation
P/E17.2317.2340.6864.6614.98
EV/EBITDA11.1611.1631.2635.709.57
P/B1.331.334.575.041.17
Growth & Yield
Revenue Growth24.2%24.2%13.4%-59.6%—
EPS Growth-26.6%-26.6%57.2%-55.5%—
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

15.2%

exigente

EPS terminal req.

$14.66

Spread vs growth

-41.8%

5Y implied EPS CAGR

13.1%

razonable

EPS terminal req.

$17.74

Spread vs growth

-39.7%

10Y implied EPS CAGR

11.5%

razonable

EPS terminal req.

$28.57

Spread vs growth

-38.1%

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 -33.9%

Total return

-33.9%

Start / end P/E

20.3x → 18.0x

EPS bridge

13.06 → 9.59

Residual

+3.0%

EPS growth-26.6%
Multiple rerating-11.4%
Dividend+1.0%
Residual / FX / buybacks / cross-term+3.0%

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.