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002644.SZ$7.75-1.15%
Fair $7.75+0.0%

002644.SZ

LanZhou Foci Pharmaceutical Co.,Ltd.

Healthcare / Drug Manufacturers - Specialty & GenericShenzhen

$7.75

-0.09 (-1.15%)

Fairly Valued+0.0%Fair Value $7.75Fund rank 31/100 · Data gapFallback financials|
SA 40/C
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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $43.2M · quality 56.7/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 39/100Data 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

40/100

C

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 2 consecutive years ROE is 2.7%, below the 5% threshold
Thesis & Journal · 002644.SZLocal privado en este navegador · LanZhou Foci 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

$4.0B

P/E

77.5x

↑

EV/EBITDA

28.7x

↑

ROE

2.7%

↑

Gross Margin

34.1%

↓

Debt/Equity

0.02

↓
52-Week Range$8
$7$12

TradingView lightweight chart

002644.SZ price, volumen y niveles de valoración

Último $7.750Periodo +121.7%
Fair value: $7.750

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

-4.2%

FCF CAGR

+54.2%

FCF margin

18.1%

FCF / Net income

3.36x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $915.5M · net income $49.2M · FCF $165.4M

2022-FY → 2025-FY

Gross margin

34.1%+4.8% pts

Operating margin

13.8%-1.6% pts

Net margin

5.4%-5.0% pts

FCF margin

18.1%+13.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$915.5M$915.5M$980.2M$1.16B$1.04B
Net Income$49.2M$49.2M$60.1M$67.2M$108.7M
EBITDA$121.1M$121.1M$121.3M$135.4M$181.3M
EPS0.100.100.120.130.21
Gross Margin34.1%34.1%30.6%31.1%29.3%
Operating Margin13.8%13.8%10.8%8.5%15.4%
Net Margin5.4%5.4%6.1%5.8%10.4%
Balance Sheet
Debt/Equity0.020.020.020.010.01
Current Ratio3.023.02———
Cash Flow
Free Cash Flow$165.4M$165.4M$25.7M$43.2M$45.1M
Returns
ROE2.7%2.7%3.4%3.8%6.3%
Valuation
P/E77.5077.5065.9973.9443.66
EV/EBITDA28.7128.7129.6333.8924.05
P/B2.162.162.212.852.76
Growth & Yield
Revenue Growth-6.6%-6.6%-15.7%11.6%—
EPS Growth-18.0%-18.0%-10.6%-38.2%—
Dividend Yield0.1%0.1%———

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

92.5%

muy exigente

EPS terminal req.

$0.69

Spread vs growth

-110.5%

5Y implied EPS CAGR

53.9%

muy exigente

EPS terminal req.

$0.83

Spread vs growth

-71.9%

10Y implied EPS CAGR

30.1%

muy exigente

EPS terminal req.

$1.34

Spread vs growth

-48.1%

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 -3.1%

Total return

-3.1%

Start / end P/E

68.1x → 80.4x

EPS bridge

0.12 → 0.10

Residual

-3.3%

EPS growth-18.0%
Multiple rerating+18.0%
Dividend+0.1%
Residual / FX / buybacks / cross-term-3.3%

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.