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002727.SZ$11.70-1.85%
Fair $11.70+0.0%

002727.SZ

Yixintang Pharmaceutical Group Co., Ltd.

Healthcare / Pharmaceutical RetailersShenzhen

$11.70

-0.22 (-1.85%)

Fairly Valued+0.0%Fair Value $11.70Fund rank 37/100 · Data gapFallback financials|
SA 40/C
F-Score: 8/9
Low 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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.5B · quality 79.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 79/100Data 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

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: 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. ROE is 3.6%, below the 5% threshold
Thesis & Journal · 002727.SZLocal privado en este navegador · Yixintang Pharmaceutical Group 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

$6.9B

P/E

24.4x

↑

EV/EBITDA

3.9x

↓

ROE

3.6%

↑

Gross Margin

32.6%

↓

Debt/Equity

0.36

↑
52-Week Range$12
$11$20

TradingView lightweight chart

002727.SZ price, volumen y niveles de valoración

Último $11.92Periodo +35.7%
Fair value: $11.70

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

-0.2%

FCF CAGR

-14.2%

FCF margin

7.8%

FCF / Net income

5.14x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $17.34B · net income $263.4M · FCF $1.36B

2022-FY → 2025-FY

Gross margin

32.6%-2.4% pts

Operating margin

4.3%-5.0% pts

Net margin

1.5%-4.3% pts

FCF margin

7.8%-4.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$17.34B$17.34B$18.00B$17.38B$17.43B
Net Income$263.4M$263.4M$114.1M$549.4M$1.01B
EBITDA$1.79B$1.79B$1.61B$2.00B$2.38B
EPS0.460.460.190.921.70
Gross Margin32.6%32.6%31.8%33.0%35.0%
Operating Margin4.3%4.3%3.2%6.1%9.3%
Net Margin1.5%1.5%0.6%3.2%5.8%
Balance Sheet
Debt/Equity0.360.360.400.390.42
Current Ratio1.341.34———
Cash Flow
Free Cash Flow$1.36B$1.36B$1.47B$1.86B$2.15B
Returns
ROE3.6%3.6%1.5%7.1%13.6%
Valuation
P/E24.3824.3863.8825.3619.39
EV/EBITDA3.953.954.286.648.04
P/B0.920.920.971.802.64
Growth & Yield
Revenue Growth-3.7%-3.7%3.6%-0.3%—
EPS Growth137.2%137.2%-79.1%-45.7%—
Dividend Yield5.9%5.9%———

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

31.4%

muy exigente

EPS terminal req.

$1.04

Spread vs growth

105.8%

5Y implied EPS CAGR

22.4%

exigente

EPS terminal req.

$1.26

Spread vs growth

114.8%

10Y implied EPS CAGR

16.0%

exigente

EPS terminal req.

$2.02

Spread vs growth

121.2%

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 -19.3%

Total return

-19.3%

Start / end P/E

81.1x → 25.6x

EPS bridge

0.19 → 0.46

Residual

-93.9%

EPS growth+137.2%
Multiple rerating-68.4%
Dividend+5.9%
Residual / FX / buybacks / cross-term-93.9%

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.