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002370.SZ$5.91-0.84%
Fair $5.91+0.0%

002370.SZ

Zhejiang Yatai Pharmaceutical Co., Ltd.

Healthcare / Drug Manufacturers - Specialty & GenericShenzhen

$5.91

-0.05 (-0.84%)

Fairly Valued+0.0%Fair Value $5.91Fund rank 23/100 · Data gapFallback financials|
SA 36/D
F-Score: 5/9
Declining Revenue

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 16%

FCF escenarios

weak_data · normalized FCF $14.6M · quality 30.7/100

Data gap 23/100
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

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. Revenue has declined for 2 consecutive years
Thesis & Journal · 002370.SZLocal privado en este navegador · Zhejiang Yatai 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

$4.4B

P/E

42.2x

↑

EV/EBITDA

23.1x

↑

ROE

8.6%

↑

Gross Margin

33.1%

↓

Debt/Equity

N/A

•
52-Week Range$6
$3$9

TradingView lightweight chart

002370.SZ price, volumen y niveles de valoración

Último $5.910Periodo -7.4%
Fair value: $5.910

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

-4.7%

FCF CAGR

—

FCF margin

7.4%

FCF / Net income

0.25x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $323.1M · net income $96.3M · FCF $23.8M

2022-FY → 2025-FY

Gross margin

33.1%-2.7% pts

Operating margin

-3.8%-1.3% pts

Net margin

29.8%+65.3% pts

FCF margin

7.4%+9.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$323.1M$323.1M$405.2M$420.6M$373.4M
Net Income$96.3M$96.3M$34.2M$-11.9M$-132.7M
EBITDA$162.7M$162.7M$102.0M$74.6M$-41.4M
EPS0.130.130.05-0.02-0.25
Gross Margin33.1%33.1%31.2%32.1%35.8%
Operating Margin-3.8%-3.8%-0.5%-6.2%-2.5%
Net Margin29.8%29.8%8.5%-2.8%-35.5%
Balance Sheet
Debt/Equity——0.341.193.16
Current Ratio7.917.91———
Cash Flow
Free Cash Flow$23.8M$23.8M$14.6M$7.2M$-9.1M
Returns
ROE8.6%8.6%3.5%-2.0%-44.0%
Valuation
P/E42.2142.2157.40——
EV/EBITDA23.1023.1015.2333.26—
P/B3.913.912.024.328.77
Growth & Yield
Revenue Growth-20.2%-20.2%-3.7%12.6%—
EPS Growth160.0%160.0%350.0%92.0%—

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

59.2%

muy exigente

EPS terminal req.

$0.52

Spread vs growth

100.8%

5Y implied EPS CAGR

37.3%

muy exigente

EPS terminal req.

$0.63

Spread vs growth

122.7%

10Y implied EPS CAGR

22.9%

exigente

EPS terminal req.

$1.02

Spread vs growth

137.1%

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 +71.3%

Total return

+71.3%

Start / end P/E

69.0x → 45.5x

EPS bridge

0.05 → 0.13

Residual

-54.6%

EPS growth+160.0%
Multiple rerating-34.1%
Dividend+0.0%
Residual / FX / buybacks / cross-term-54.6%

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.