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002107.SZ$6.57+1.55%
Fair $6.57+0.0%

002107.SZ

Shandong Wohua Pharmaceutical Co., Ltd.

Healthcare / Drug Manufacturers - Specialty & GenericShenzhen

$6.57

+0.10 (+1.55%)

Fairly Valued+0.0%Fair Value $6.57Fund rank 38/100 · Data gapFallback financials|
SA 54/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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $126.5M · quality 84.0/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 81/100Data 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

54/100

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 · 002107.SZLocal privado en este navegador · Shandong Wohua 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

$3.8B

P/E

34.6x

↑

EV/EBITDA

24.7x

↑

ROE

13.2%

↑

Gross Margin

75.4%

↑

Debt/Equity

0.00

↓
52-Week Range$7
$5$8

TradingView lightweight chart

002107.SZ price, volumen y niveles de valoración

Último $6.570Periodo +119.7%
Fair value: $6.570

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

-7.0%

FCF CAGR

-10.6%

FCF margin

15.6%

FCF / Net income

1.33x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $817.0M · net income $95.7M · FCF $127.7M

2022-FY → 2025-FY

Gross margin

75.4%+0.1% pts

Operating margin

11.8%+0.8% pts

Net margin

11.7%+1.1% pts

FCF margin

15.6%-2.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$817.0M$817.0M$763.8M$909.5M$1.01B
Net Income$95.7M$95.7M$36.4M$58.8M$107.4M
EBITDA$133.9M$133.9M$75.1M$87.9M$146.1M
EPS0.170.170.060.100.19
Gross Margin75.4%75.4%72.6%74.4%75.3%
Operating Margin11.8%11.8%5.6%5.8%11.1%
Net Margin11.7%11.7%4.8%6.5%10.6%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Current Ratio2.102.10———
Cash Flow
Free Cash Flow$127.7M$127.7M$87.7M$126.5M$178.5M
Returns
ROE13.2%13.2%5.2%7.3%14.4%
Valuation
P/E34.5834.5872.0062.4032.32
EV/EBITDA24.6824.6830.3237.1621.85
P/B5.115.113.764.554.65
Growth & Yield
Revenue Growth7.0%7.0%-16.0%-10.4%—
EPS Growth183.3%183.3%-40.0%-47.4%—
Dividend Yield4.0%4.0%———

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

50.8%

muy exigente

EPS terminal req.

$0.58

Spread vs growth

132.5%

5Y implied EPS CAGR

32.9%

muy exigente

EPS terminal req.

$0.71

Spread vs growth

150.4%

10Y implied EPS CAGR

20.9%

exigente

EPS terminal req.

$1.14

Spread vs growth

162.4%

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 +25.3%

Total return

+25.3%

Start / end P/E

90.3x → 38.6x

EPS bridge

0.06 → 0.17

Residual

-104.9%

EPS growth+183.3%
Multiple rerating-57.2%
Dividend+4.0%
Residual / FX / buybacks / cross-term-104.9%

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.