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002286.SZ$9.23+0.33%
Fair $9.23+0.0%

002286.SZ

Baolingbao Biology Co.,Ltd.

Healthcare / BiotechnologyShenzhen

$9.23

+0.03 (+0.33%)

Fairly Valued+0.0%Fair Value $9.23Fund rank 28/100 · Data gapFallback financials|
SA 50/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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $70.1M · quality 49.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data 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

50/100

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. Sector-specific biotech pipeline model required: targets are disabled until product, probability, peak-sales and cash-runway data exists.
Thesis & Journal · 002286.SZLocal privado en este navegador · Baolingbao Biology 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

$3.5B

P/E

22.5x

↑

EV/EBITDA

10.5x

↓

ROE

6.7%

↑

Gross Margin

13.3%

↓

Debt/Equity

0.05

↓
52-Week Range$9
$9$13

TradingView lightweight chart

002286.SZ price, volumen y niveles de valoración

Último $9.230Periodo +3.6%
Fair value: $9.230

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

+0.5%

FCF CAGR

—

FCF margin

2.5%

FCF / Net income

0.47x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.75B · net income $150.6M · FCF $70.1M

2022-FY → 2025-FY

Gross margin

13.3%+1.7% pts

Operating margin

6.9%+0.7% pts

Net margin

5.5%+0.6% pts

FCF margin

2.5%+10.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.75B$2.75B$2.40B$2.52B$2.71B
Net Income$150.6M$150.6M$111.2M$54.0M$133.2M
EBITDA$307.2M$307.2M$263.7M$210.5M$288.9M
EPS0.410.410.300.150.36
Gross Margin13.3%13.3%11.9%8.1%11.5%
Operating Margin6.9%6.9%6.7%3.6%6.2%
Net Margin5.5%5.5%4.6%2.1%4.9%
Balance Sheet
Debt/Equity0.050.050.130.150.25
Current Ratio1.791.79———
Cash Flow
Free Cash Flow$70.1M$70.1M$58.8M$130.1M$-223.7M
Returns
ROE6.7%6.7%5.4%2.7%6.6%
Valuation
P/E22.5122.5123.7354.2724.31
EV/EBITDA10.5210.5210.0714.1511.66
P/B1.521.521.291.481.61
Growth & Yield
Revenue Growth14.5%14.5%-4.8%-7.0%—
EPS Growth36.7%36.7%100.0%-58.3%—
Dividend Yield1.0%1.0%———

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

25.9%

muy exigente

EPS terminal req.

$0.82

Spread vs growth

10.7%

5Y implied EPS CAGR

19.3%

exigente

EPS terminal req.

$0.99

Spread vs growth

17.4%

10Y implied EPS CAGR

14.6%

razonable

EPS terminal req.

$1.60

Spread vs growth

22.1%

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 -18.1%

Total return

-18.1%

Start / end P/E

38.1x → 22.5x

EPS bridge

0.30 → 0.41

Residual

-15.0%

EPS growth+36.7%
Multiple rerating-40.9%
Dividend+1.0%
Residual / FX / buybacks / cross-term-15.0%

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.