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002393.SZ$14.81+1.08%
Fair $14.81+0.0%

002393.SZ

Tianjin Lisheng Pharmaceutical Co.,Ltd.

Healthcare / Drug Manufacturers - Specialty & GenericShenzhen

$14.81

+0.16 (+1.08%)

Fairly Valued+0.0%Fair Value $14.81Fund rank 33/100 · Data gapFallback financials|
SA 63/B
F-Score: 7/9

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 $138.3M · quality 64.7/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 60/100Data 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

63/100

B

Piotroski

7/9

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 · 002393.SZLocal privado en este navegador · Tianjin Lisheng 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

$4.6B

P/E

11.1x

↓

EV/EBITDA

5.7x

↓

ROE

9.0%

↑

Gross Margin

55.3%

↑

Debt/Equity

0.01

↓
52-Week Range$15
$14$24

TradingView lightweight chart

002393.SZ price, volumen y niveles de valoración

Último $15.02Periodo -56.7%
Fair value: $14.81

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

+6.7%

FCF CAGR

-10.2%

FCF margin

15.1%

FCF / Net income

0.50x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.39B · net income $416.3M · FCF $210.0M

2022-FY → 2025-FY

Gross margin

55.3%-2.3% pts

Operating margin

8.1%+0.8% pts

Net margin

29.9%+21.7% pts

FCF margin

15.1%-10.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.39B$1.39B$1.34B$1.15B$1.15B
Net Income$416.3M$416.3M$184.5M$361.8M$93.6M
EBITDA$537.3M$537.3M$299.8M$488.3M$185.4M
EPS1.351.350.601.170.30
Gross Margin55.3%55.3%55.1%59.4%57.6%
Operating Margin8.1%8.1%6.7%11.4%7.3%
Net Margin29.9%29.9%13.8%31.4%8.2%
Balance Sheet
Debt/Equity0.010.010.010.010.01
Current Ratio4.524.52———
Cash Flow
Free Cash Flow$210.0M$210.0M$34.5M$138.3M$290.5M
Returns
ROE9.0%9.0%3.9%7.4%2.2%
Valuation
P/E11.0511.0525.0813.5442.67
EV/EBITDA5.725.7210.146.0312.12
P/B0.990.990.971.000.92
Growth & Yield
Revenue Growth4.2%4.2%15.9%0.6%—
EPS Growth125.0%125.0%-48.6%284.3%—
Dividend Yield7.6%7.6%———

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

-0.9%

fácil

EPS terminal req.

$1.31

Spread vs growth

125.9%

5Y implied EPS CAGR

3.3%

fácil

EPS terminal req.

$1.59

Spread vs growth

121.7%

10Y implied EPS CAGR

6.6%

razonable

EPS terminal req.

$2.56

Spread vs growth

118.4%

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 +13.6%

Total return

+13.6%

Start / end P/E

23.6x → 11.1x

EPS bridge

0.60 → 1.35

Residual

-66.1%

EPS growth+125.0%
Multiple rerating-52.9%
Dividend+7.6%
Residual / FX / buybacks / cross-term-66.1%

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.