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002817.SZ$7.17+3.61%
Fair $7.17+0.0%

002817.SZ

Anhui Huangshan Capsule Co., Ltd.

Healthcare / Drug Manufacturers - Specialty & GenericShenzhen

$7.17

+0.25 (+3.61%)

Fairly Valued+0.0%Fair Value $7.17Fund rank 37/100 · Data gapFallback financials|
SA 52/C
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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $81.0M · quality 79.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 78/100Data 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

52/100

C

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 · 002817.SZLocal privado en este navegador · Anhui Huangshan Capsule 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

$2.1B

P/E

32.6x

↑

EV/EBITDA

16.1x

↑

ROE

6.8%

↑

Gross Margin

29.7%

↓

Debt/Equity

0.00

↓
52-Week Range$7
$7$9

TradingView lightweight chart

002817.SZ price, volumen y niveles de valoración

Último $7.170Periodo +23.8%
Fair value: $7.170

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

+2.4%

FCF CAGR

+18.3%

FCF margin

17.6%

FCF / Net income

1.25x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $460.4M · net income $65.0M · FCF $81.0M

2022-FY → 2025-FY

Gross margin

29.7%+2.4% pts

Operating margin

14.3%+2.2% pts

Net margin

14.1%-0.1% pts

FCF margin

17.6%+6.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$460.4M$460.4M$473.5M$462.8M$428.3M
Net Income$65.0M$65.0M$49.3M$64.9M$60.9M
EBITDA$121.7M$121.7M$105.0M$117.6M$106.0M
EPS0.220.220.160.220.20
Gross Margin29.7%29.7%25.5%29.4%27.3%
Operating Margin14.3%14.3%10.4%13.1%12.1%
Net Margin14.1%14.1%10.4%14.0%14.2%
Balance Sheet
Debt/Equity0.000.000.000.010.00
Current Ratio3.083.08———
Cash Flow
Free Cash Flow$81.0M$81.0M$49.9M$93.3M$48.9M
Returns
ROE6.8%6.8%5.4%7.2%7.1%
Valuation
P/E32.5932.5938.2539.9543.90
EV/EBITDA16.1216.1214.7020.0622.18
P/B2.212.212.062.883.13
Growth & Yield
Revenue Growth-2.8%-2.8%2.3%8.0%—
EPS Growth37.5%37.5%-27.3%10.0%—
Dividend Yield1.2%1.2%———

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

42.5%

muy exigente

EPS terminal req.

$0.64

Spread vs growth

-5.0%

5Y implied EPS CAGR

28.5%

muy exigente

EPS terminal req.

$0.77

Spread vs growth

9.0%

10Y implied EPS CAGR

18.9%

exigente

EPS terminal req.

$1.24

Spread vs growth

18.6%

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 +1.8%

Total return

+1.8%

Start / end P/E

44.6x → 32.6x

EPS bridge

0.16 → 0.22

Residual

-10.1%

EPS growth+37.5%
Multiple rerating-26.9%
Dividend+1.2%
Residual / FX / buybacks / cross-term-10.1%

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.