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002950.SZ$9.65-3.31%
Fair $9.65+0.0%

002950.SZ

Allmed Medical Products Co.,Ltd

Healthcare / Medical Instruments & SuppliesShenzhen

$9.65

-0.33 (-3.31%)

Fairly Valued+0.0%Fair Value $9.65Fund rank 37/100 · Data gapFallback financials|
SA 40/C
F-Score: 3/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $456.8M · quality 77.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 73/100Data 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

3/9

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 · 002950.SZLocal privado en este navegador · Allmed Medical Products 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

$6.1B

P/E

21.9x

↑

EV/EBITDA

10.2x

↓

ROE

6.9%

↑

Gross Margin

28.6%

↓

Debt/Equity

0.22

↓
52-Week Range$10
$8$15

TradingView lightweight chart

002950.SZ price, volumen y niveles de valoración

Último $9.650Periodo -8.8%
Fair value: $9.650

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

-4.5%

FCF CAGR

-15.3%

FCF margin

12.4%

FCF / Net income

1.84x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.67B · net income $248.9M · FCF $456.8M

2022-FY → 2025-FY

Gross margin

28.6%-5.0% pts

Operating margin

16.2%-4.6% pts

Net margin

6.8%-2.9% pts

FCF margin

12.4%-5.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.67B$3.67B$3.33B$2.76B$4.21B
Net Income$248.9M$248.9M$368.7M$110.4M$406.8M
EBITDA$569.4M$569.4M$708.9M$428.3M$713.6M
EPS0.400.400.590.170.64
Gross Margin28.6%28.6%28.8%27.9%33.6%
Operating Margin16.2%16.2%14.8%11.8%20.8%
Net Margin6.8%6.8%11.1%4.0%9.7%
Balance Sheet
Debt/Equity0.220.220.190.300.30
Current Ratio1.841.84———
Cash Flow
Free Cash Flow$456.8M$456.8M$554.6M$137.0M$751.7M
Returns
ROE6.9%6.9%10.7%3.5%13.1%
Valuation
P/E21.9321.9314.3155.2418.82
EV/EBITDA10.2110.217.5515.5511.30
P/B1.661.661.531.912.47
Growth & Yield
Revenue Growth10.4%10.4%20.7%-34.5%—
EPS Growth-31.8%-31.8%247.0%-73.5%—
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

28.6%

muy exigente

EPS terminal req.

$0.86

Spread vs growth

-60.5%

5Y implied EPS CAGR

20.8%

exigente

EPS terminal req.

$1.04

Spread vs growth

-52.7%

10Y implied EPS CAGR

15.3%

exigente

EPS terminal req.

$1.67

Spread vs growth

-47.1%

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 +9.8%

Total return

+9.8%

Start / end P/E

15.0x → 24.0x

EPS bridge

0.59 → 0.40

Residual

-19.1%

EPS growth-31.8%
Multiple rerating+60.1%
Dividend+0.6%
Residual / FX / buybacks / cross-term-19.1%

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.