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002826.SZ$16.85-5.23%
Fair $16.85+0.0%

002826.SZ

Tibet AIM Pharm. Inc.

Healthcare / Drug Manufacturers - Specialty & GenericShenzhen

$16.85

-0.93 (-5.23%)

Fairly Valued+0.0%Fair Value $16.85Fund rank 37/100 · Data gapFallback financials|
SA 54/C
F-Score: 7/9
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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $115.2M · quality 77.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 70/100Data 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

54/100

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: 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 3 consecutive years
Thesis & Journal · 002826.SZLocal privado en este navegador · Tibet AIM Pharm. Inc.
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

$3.2B

P/E

33.0x

↑

EV/EBITDA

19.4x

↑

ROE

11.3%

↑

Gross Margin

82.1%

↑

Debt/Equity

0.01

↓
52-Week Range$17
$12$27

TradingView lightweight chart

002826.SZ price, volumen y niveles de valoración

Último $17.78Periodo +85.2%
Fair value: $16.85

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

-9.4%

FCF CAGR

+20.9%

FCF margin

18.1%

FCF / Net income

1.24x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $636.3M · net income $92.6M · FCF $115.2M

2022-FY → 2025-FY

Gross margin

82.1%+38.2% pts

Operating margin

15.5%+8.9% pts

Net margin

14.6%+9.4% pts

FCF margin

18.1%+10.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$636.3M$636.3M$651.9M$667.0M$856.7M
Net Income$92.6M$92.6M$45.9M$15.4M$44.1M
EBITDA$133.8M$133.8M$82.5M$48.9M$80.2M
EPS0.500.500.250.080.23
Gross Margin82.1%82.1%68.5%51.2%43.9%
Operating Margin15.5%15.5%8.9%4.7%6.6%
Net Margin14.6%14.6%7.0%2.3%5.2%
Balance Sheet
Debt/Equity0.010.010.030.010.07
Current Ratio2.782.78———
Cash Flow
Free Cash Flow$115.2M$115.2M$99.3M$163.7M$65.3M
Returns
ROE11.3%11.3%6.2%2.1%5.9%
Valuation
P/E33.0433.0440.08148.5045.04
EV/EBITDA19.3819.3817.4139.0521.40
P/B3.823.822.493.072.67
Growth & Yield
Revenue Growth-2.4%-2.4%-2.3%-22.1%—
EPS Growth100.0%100.0%212.5%-65.2%—
Dividend Yield0.6%0.6%———

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

44.1%

muy exigente

EPS terminal req.

$1.50

Spread vs growth

55.9%

5Y implied EPS CAGR

29.3%

muy exigente

EPS terminal req.

$1.81

Spread vs growth

70.7%

10Y implied EPS CAGR

19.3%

exigente

EPS terminal req.

$2.91

Spread vs growth

80.7%

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 +45.1%

Total return

+45.1%

Start / end P/E

46.6x → 33.7x

EPS bridge

0.25 → 0.50

Residual

-27.7%

EPS growth+100.0%
Multiple rerating-27.7%
Dividend+0.6%
Residual / FX / buybacks / cross-term-27.7%

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.