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000650.SZ$5.43+1.50%
Fair $5.43+0.0%

000650.SZ

Renhe Pharmacy Co.,Ltd

Healthcare / Drug Manufacturers - Specialty & GenericShenzhen

$5.43

+0.08 (+1.50%)

Fairly Valued+0.0%Fair Value $5.43Fund rank 35/100 · Data gapFallback financials|
SA 44/C
F-Score: 4/9
Declining Revenue

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $312.9M · quality 72.3/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 59/100Data 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

44/100

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: 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. Revenue has declined for 3 consecutive years
Thesis & Journal · 000650.SZLocal privado en este navegador · Renhe Pharmacy 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

$7.6B

P/E

20.9x

↑

EV/EBITDA

6.1x

↓

ROE

6.2%

↑

Gross Margin

37.0%

↓

Debt/Equity

0.00

↓
52-Week Range$5
$5$7

TradingView lightweight chart

000650.SZ price, volumen y niveles de valoración

Último $5.430Periodo +468.0%
Fair value: $5.430

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

-11.8%

FCF CAGR

-9.5%

FCF margin

22.0%

FCF / Net income

1.98x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.54B · net income $393.2M · FCF $776.7M

2022-FY → 2025-FY

Gross margin

37.0%+0.3% pts

Operating margin

20.3%+2.1% pts

Net margin

11.1%-0.0% pts

FCF margin

22.0%+1.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.54B$3.54B$4.07B$5.03B$5.15B
Net Income$393.2M$393.2M$481.9M$567.3M$574.4M
EBITDA$780.8M$780.8M$897.4M$1.04B$1.07B
EPS0.280.280.350.410.41
Gross Margin37.0%37.0%37.9%37.1%36.6%
Operating Margin20.3%20.3%20.0%20.4%18.2%
Net Margin11.1%11.1%11.8%11.3%11.1%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Current Ratio6.586.58———
Cash Flow
Free Cash Flow$776.7M$776.7M$271.5M$312.9M$1.05B
Returns
ROE6.2%6.2%7.8%9.5%10.0%
Valuation
P/E20.8820.8815.9816.3615.34
EV/EBITDA6.086.085.996.415.60
P/B1.191.191.251.551.54
Growth & Yield
Revenue Growth-13.2%-13.2%-19.0%-2.3%—
EPS Growth-18.9%-18.9%-14.8%-1.2%—
Dividend Yield2.8%2.8%———

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

19.8%

exigente

EPS terminal req.

$0.48

Spread vs growth

-38.8%

5Y implied EPS CAGR

15.8%

exigente

EPS terminal req.

$0.58

Spread vs growth

-34.7%

10Y implied EPS CAGR

12.9%

razonable

EPS terminal req.

$0.94

Spread vs growth

-31.8%

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 +1.3%

Total return

+1.3%

Start / end P/E

16.0x → 19.4x

EPS bridge

0.35 → 0.28

Residual

-4.1%

EPS growth-18.9%
Multiple rerating+21.6%
Dividend+2.8%
Residual / FX / buybacks / cross-term-4.1%

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.