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002365.SZ$12.03+2.30%
Fair $12.03+0.0%

002365.SZ

Qianjiang Yongan Pharmaceutical Co., Ltd.

Healthcare / Drug Manufacturers - Specialty & GenericShenzhen

$12.03

+0.27 (+2.30%)

Fairly Valued+0.0%Fair Value $12.03Fund rank 31/100 · Data gapFallback financials|
SA 33/D
F-Score: 4/9
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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $76.8M · quality 62.7/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 37/100Data 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

33/100

D

Piotroski

4/9

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 3 consecutive years ROE is 1.1%, below the 5% threshold
Thesis & Journal · 002365.SZLocal privado en este navegador · Qianjiang Yongan 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

$3.5B

P/E

100.3x

↑

EV/EBITDA

25.5x

↑

ROE

1.1%

↑

Gross Margin

16.9%

↓

Debt/Equity

0.00

↓
52-Week Range$12
$12$32

TradingView lightweight chart

002365.SZ price, volumen y niveles de valoración

Último $12.03Periodo -17.1%
Fair value: $12.03

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

-18.8%

FCF CAGR

-31.4%

FCF margin

9.8%

FCF / Net income

3.41x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $783.2M · net income $22.5M · FCF $76.8M

2022-FY → 2025-FY

Gross margin

16.9%-16.0% pts

Operating margin

-0.3%-11.4% pts

Net margin

2.9%-6.7% pts

FCF margin

9.8%-6.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$783.2M$783.2M$838.8M$972.9M$1.46B
Net Income$22.5M$22.5M$61.8M$-12.3M$140.3M
EBITDA$127.7M$127.7M$184.3M$141.6M$277.3M
EPS0.080.080.21-0.040.48
Gross Margin16.9%16.9%20.0%25.9%32.9%
Operating Margin-0.3%-0.3%4.6%1.2%11.0%
Net Margin2.9%2.9%7.4%-1.3%9.6%
Balance Sheet
Debt/Equity0.000.000.020.010.02
Current Ratio5.955.95———
Cash Flow
Free Cash Flow$76.8M$76.8M$-12.3M$100.5M$238.2M
Returns
ROE1.1%1.1%3.1%-0.6%7.0%
Valuation
P/E100.25100.2536.64—22.60
EV/EBITDA25.4825.4810.7618.4610.59
P/B1.751.751.141.481.57
Growth & Yield
Revenue Growth-6.6%-6.6%-13.8%-33.5%—
EPS Growth-62.9%-62.9%601.4%-108.8%—
Dividend Yield0.8%0.8%———

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

139.5%

muy exigente

EPS terminal req.

$1.07

Spread vs growth

-202.4%

5Y implied EPS CAGR

75.4%

muy exigente

EPS terminal req.

$1.29

Spread vs growth

-138.4%

10Y implied EPS CAGR

38.9%

muy exigente

EPS terminal req.

$2.08

Spread vs growth

-101.9%

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 -21.1%

Total return

-21.1%

Start / end P/E

73.5x → 154.8x

EPS bridge

0.21 → 0.08

Residual

-69.6%

EPS growth-62.9%
Multiple rerating+110.6%
Dividend+0.8%
Residual / FX / buybacks / cross-term-69.6%

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.