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002019.SZ$10.50+0.19%
Fair $10.50+0.0%

002019.SZ

Yifan Pharmaceutical Co., Ltd.

Healthcare / Drug Manufacturers - GeneralShenzhen

$10.50

+0.02 (+0.19%)

Fairly Valued+0.0%Fair Value $10.50Fund rank 27/100 · Data gapFallback financials|
SA 36/D
F-Score: 5/9
Low Profitability

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 20%

FCF escenarios

weak_data · normalized FCF $-100.9M · quality 54.3/100

Data gap 27/100
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

36/100

D

Piotroski

5/9

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. ROE is 4.6%, below the 5% threshold
Thesis & Journal · 002019.SZLocal privado en este navegador · Yifan 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

$12.8B

P/E

36.2x

↑

EV/EBITDA

17.5x

↑

ROE

4.6%

↑

Gross Margin

46.9%

↓

Debt/Equity

0.27

↑
52-Week Range$11
$10$17

TradingView lightweight chart

002019.SZ price, volumen y niveles de valoración

Último $10.50Periodo +752.6%
Fair value: $10.50

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

+10.2%

FCF CAGR

—

FCF margin

-2.0%

FCF / Net income

-0.25x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.13B · net income $402.0M · FCF $-100.9M

2022-FY → 2025-FY

Gross margin

46.9%-1.8% pts

Operating margin

11.2%+2.7% pts

Net margin

7.8%+2.8% pts

FCF margin

-2.0%-0.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.13B$5.13B$5.16B$4.07B$3.84B
Net Income$402.0M$402.0M$386.0M$-551.1M$191.2M
EBITDA$825.5M$825.5M$793.4M$-522.9M$471.0M
EPS0.330.330.32-0.450.15
Gross Margin46.9%46.9%47.4%47.8%48.6%
Operating Margin11.2%11.2%11.7%3.5%8.6%
Net Margin7.8%7.8%7.5%-13.5%5.0%
Balance Sheet
Debt/Equity0.270.270.270.240.25
Current Ratio1.341.34———
Cash Flow
Free Cash Flow$-100.9M$-100.9M$12.6M$-155.5M$-70.2M
Returns
ROE4.6%4.6%4.5%-6.7%2.2%
Valuation
P/E36.2136.2132.37—81.40
EV/EBITDA17.4717.4717.52—35.21
P/B1.451.451.472.151.77
Growth & Yield
Revenue Growth-0.5%-0.5%26.8%6.0%—
EPS Growth3.1%3.1%171.1%-400.0%—
Dividend Yield0.9%0.9%———

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

41.3%

muy exigente

EPS terminal req.

$0.93

Spread vs growth

-38.2%

5Y implied EPS CAGR

27.9%

muy exigente

EPS terminal req.

$1.13

Spread vs growth

-24.7%

10Y implied EPS CAGR

18.6%

exigente

EPS terminal req.

$1.82

Spread vs growth

-15.5%

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 -14.3%

Total return

-14.3%

Start / end P/E

38.7x → 31.8x

EPS bridge

0.32 → 0.33

Residual

-0.6%

EPS growth+3.1%
Multiple rerating-17.8%
Dividend+0.9%
Residual / FX / buybacks / cross-term-0.6%

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.