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002219.SZ$2.13-1.84%
Fair $2.13+0.0%

002219.SZ

New Journey Health Technology Group Co.,LTD

Healthcare / Medical Care FacilitiesShenzhen

$2.13

-0.04 (-1.84%)

Fairly Valued+0.0%Fair Value $2.13Fund rank 33/100 · Data gapFallback financials|
SA 21/D
F-Score: 3/9
Declining RevenueLow 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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $111.2M · quality 65.3/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 63/100Data 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

21/100

D

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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 2 consecutive years ROE is 1.6%, below the 5% threshold
Thesis & Journal · 002219.SZLocal privado en este navegador · New Journey Health Technology Group 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

$7.4B

P/E

213.0x

↑

EV/EBITDA

21.1x

↑

ROE

1.6%

↑

Gross Margin

28.8%

↓

Debt/Equity

0.96

↑
52-Week Range$2
$2$3

TradingView lightweight chart

002219.SZ price, volumen y niveles de valoración

Último $2.130Periodo -23.0%
Fair value: $2.130

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

-1.2%

FCF CAGR

-7.5%

FCF margin

1.2%

FCF / Net income

1.19x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.05B · net income $30.9M · FCF $36.8M

2022-FY → 2025-FY

Gross margin

28.8%-2.6% pts

Operating margin

9.0%-0.5% pts

Net margin

1.0%-3.9% pts

FCF margin

1.2%-0.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.05B$3.05B$3.80B$3.91B$3.16B
Net Income$30.9M$30.9M$114.8M$27.0M$156.1M
EBITDA$401.7M$401.7M$505.2M$367.8M$496.7M
EPS0.010.010.030.010.05
Gross Margin28.8%28.8%30.9%29.9%31.4%
Operating Margin9.0%9.0%9.1%6.5%9.5%
Net Margin1.0%1.0%3.0%0.7%4.9%
Balance Sheet
Debt/Equity0.960.960.890.840.92
Current Ratio0.530.53———
Cash Flow
Free Cash Flow$36.8M$36.8M$131.1M$111.2M$46.5M
Returns
ROE1.6%1.6%5.8%1.3%9.1%
Valuation
P/E213.00213.0075.36365.0084.94
EV/EBITDA21.1421.1419.6830.0328.76
P/B3.593.594.364.667.70
Growth & Yield
Revenue Growth-19.6%-19.6%-2.9%23.8%—
EPS Growth-73.1%-73.1%336.3%-83.3%—

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

171.9%

muy exigente

EPS terminal req.

$0.19

Spread vs growth

-245.0%

5Y implied EPS CAGR

89.3%

muy exigente

EPS terminal req.

$0.23

Spread vs growth

-162.4%

10Y implied EPS CAGR

44.3%

muy exigente

EPS terminal req.

$0.37

Spread vs growth

-117.4%

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 -10.5%

Total return

-10.5%

Start / end P/E

68.2x → 226.6x

EPS bridge

0.03 → 0.01

Residual

-169.7%

EPS growth-73.1%
Multiple rerating+232.3%
Dividend+0.0%
Residual / FX / buybacks / cross-term-169.7%

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.