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001367.SZ$20.73+0.14%
Fair $20.73+0.0%

001367.SZ

Zhejiang Haisen Pharmaceutical Co., Ltd.

Healthcare / Drug Manufacturers - GeneralShenzhen

$20.73

+0.03 (+0.14%)

Fairly Valued+0.0%Fair Value $20.73Fund rank 32/100 · Data gapFallback financials|
SA 47/C
F-Score: 8/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $25.2M · quality 63.7/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 53/100Data 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

47/100

C

Piotroski

8/9

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 · 001367.SZLocal privado en este navegador · Zhejiang Haisen Pharmaceutical 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

$3.2B

P/E

23.6x

↑

EV/EBITDA

12.5x

↑

ROE

9.1%

↑

Gross Margin

45.6%

↓

Debt/Equity

0.00

↓
52-Week Range$21
$20$28

TradingView lightweight chart

001367.SZ price, volumen y niveles de valoración

Último $20.73Periodo -39.4%
Fair value: $20.73

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

+8.0%

FCF CAGR

-22.8%

FCF margin

4.7%

FCF / Net income

0.19x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $532.3M · net income $135.9M · FCF $25.2M

2022-FY → 2025-FY

Gross margin

45.6%+8.2% pts

Operating margin

27.9%+0.5% pts

Net margin

25.5%+0.1% pts

FCF margin

4.7%-8.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$532.3M$532.3M$471.5M$397.5M$422.8M
Net Income$135.9M$135.9M$122.6M$104.7M$107.6M
EBITDA$180.7M$180.7M$158.9M$134.1M$138.2M
EPS0.890.890.820.760.96
Gross Margin45.6%45.6%41.5%41.1%37.4%
Operating Margin27.9%27.9%26.4%27.4%27.4%
Net Margin25.5%25.5%26.0%26.3%25.4%
Balance Sheet
Debt/Equity0.000.000.010.000.00
Current Ratio14.6514.65———
Cash Flow
Free Cash Flow$25.2M$25.2M$102.4M$23.2M$54.8M
Returns
ROE9.1%9.1%9.1%8.4%22.9%
Valuation
P/E23.5623.5622.1226.40—
EV/EBITDA12.5312.5310.6013.57—
P/B2.122.122.022.21—
Growth & Yield
Revenue Growth12.9%12.9%18.6%-6.0%—
EPS Growth8.5%8.5%7.4%-20.7%—
Dividend Yield0.6%0.6%———

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

27.4%

muy exigente

EPS terminal req.

$1.84

Spread vs growth

-18.8%

5Y implied EPS CAGR

20.1%

exigente

EPS terminal req.

$2.23

Spread vs growth

-11.6%

10Y implied EPS CAGR

14.9%

razonable

EPS terminal req.

$3.58

Spread vs growth

-6.4%

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 +2.8%

Total return

+2.8%

Start / end P/E

24.7x → 23.3x

EPS bridge

0.82 → 0.89

Residual

-0.5%

EPS growth+8.5%
Multiple rerating-5.8%
Dividend+0.6%
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.