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002940.SZ$34.37-1.80%
Fair $34.37+0.0%

002940.SZ

Zhejiang AngLiKang Pharmaceutical CO.,LTD.

Healthcare / Drug Manufacturers - Specialty & GenericShenzhen

$34.37

-0.63 (-1.80%)

Fairly Valued+0.0%Fair Value $34.37Fund rank 38/100 · Data gapFallback financials|
SA 55/C
F-Score: 6/9
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $159.1M · quality 82.0/100

Data gap 38/100
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

55/100

C

Piotroski

6/9

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 2 consecutive years
Thesis & Journal · 002940.SZLocal privado en este navegador · Zhejiang AngLiKang 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

$6.9B

P/E

54.6x

↑

EV/EBITDA

24.8x

↑

ROE

7.7%

↑

Gross Margin

39.5%

↓

Debt/Equity

0.28

↑
52-Week Range$34
$14$69

TradingView lightweight chart

002940.SZ price, volumen y niveles de valoración

Último $34.37Periodo +117.5%
Fair value: $34.37

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

-3.2%

FCF CAGR

+18.8%

FCF margin

13.6%

FCF / Net income

1.55x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.42B · net income $125.4M · FCF $194.2M

2022-FY → 2025-FY

Gross margin

39.5%-17.8% pts

Operating margin

14.3%+5.0% pts

Net margin

8.8%+0.7% pts

FCF margin

13.6%+6.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.42B$1.42B$1.54B$1.63B$1.57B
Net Income$125.4M$125.4M$80.3M$138.4M$127.3M
EBITDA$270.3M$270.3M$262.6M$300.1M$214.4M
EPS0.620.620.400.690.64
Gross Margin39.5%39.5%40.1%44.6%57.2%
Operating Margin14.3%14.3%10.6%13.3%9.2%
Net Margin8.8%8.8%5.2%8.5%8.1%
Balance Sheet
Debt/Equity0.280.280.320.370.23
Current Ratio1.901.90———
Cash Flow
Free Cash Flow$194.2M$194.2M$159.1M$152.0M$115.9M
Returns
ROE7.7%7.7%5.2%8.7%8.5%
Valuation
P/E54.5654.5632.2530.1331.00
EV/EBITDA24.8424.849.0612.9816.58
P/B4.274.271.692.632.63
Growth & Yield
Revenue Growth-7.4%-7.4%-5.4%3.7%—
EPS Growth55.0%55.0%-42.0%7.8%—
Dividend Yield0.7%0.7%———

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

70.1%

muy exigente

EPS terminal req.

$3.05

Spread vs growth

-15.1%

5Y implied EPS CAGR

42.9%

muy exigente

EPS terminal req.

$3.69

Spread vs growth

12.1%

10Y implied EPS CAGR

25.4%

muy exigente

EPS terminal req.

$5.94

Spread vs growth

29.6%

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 +151.4%

Total return

+151.4%

Start / end P/E

34.3x → 55.4x

EPS bridge

0.40 → 0.62

Residual

+34.0%

EPS growth+55.0%
Multiple rerating+61.7%
Dividend+0.7%
Residual / FX / buybacks / cross-term+34.0%

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.