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0950.HK$1.12-3.45%
Fair $1.12+0.0%

0950.HK

Lee's Pharmaceutical Holdings Limited

Healthcare / Drug Manufacturers - Specialty & GenericHKSE

$1.12

-0.04 (-3.45%)

Fairly Valued+0.0%Fair Value $1.12Fund rank 30/100 · Data gapFallback financials|
SA 51/C
F-Score: 3/9
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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $34.5M · quality 51.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

51/100

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: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. ROE is 4.5%, below the 5% threshold
Thesis & Journal · 0950.HKLocal privado en este navegador · Lee's Pharmaceutical Holdings Limited
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

$659M

P/E

7.0x

↓

EV/EBITDA

2.6x

↓

ROE

4.5%

↑

Gross Margin

50.8%

↑

Debt/Equity

0.15

↓
52-Week Range$1
$1$3

TradingView lightweight chart

0950.HK price, volumen y niveles de valoración

Último $1.120Periodo +115.4%
Fair value: $1.120

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

+5.2%

FCF CAGR

+13.2%

FCF margin

7.1%

FCF / Net income

1.10x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.44B · net income $91.9M · FCF $101.3M

2022-FY → 2025-FY

Gross margin

50.8%-11.7% pts

Operating margin

5.3%-0.9% pts

Net margin

6.4%+2.2% pts

FCF margin

7.1%+1.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.44B$1.44B$1.40B$1.05B$1.23B
Net Income$91.9M$91.9M$93.1M$16.7M$51.3M
EBITDA$239.4M$239.4M$259.7M$191.6M$227.0M
EPS0.160.160.160.030.09
Gross Margin50.8%50.8%53.8%52.4%62.5%
Operating Margin5.3%5.3%5.5%-0.7%6.2%
Net Margin6.4%6.4%6.7%1.6%4.2%
Balance Sheet
Debt/Equity0.150.150.140.100.08
Current Ratio1.031.03———
Cash Flow
Free Cash Flow$101.3M$101.3M$34.5M$-49.6M$69.8M
Returns
ROE4.5%4.5%5.6%0.8%2.7%
Valuation
P/E7.007.008.9851.0620.67
EV/EBITDA2.592.593.264.634.56
P/B0.320.320.510.420.55
Growth & Yield
Revenue Growth2.6%2.6%32.9%-14.6%—
EPS Growth-1.3%-1.3%456.7%-67.4%—
Dividend Yield4.0%4.0%———

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

-14.0%

fácil

EPS terminal req.

$0.10

Spread vs growth

12.7%

5Y implied EPS CAGR

-5.1%

fácil

EPS terminal req.

$0.12

Spread vs growth

3.8%

10Y implied EPS CAGR

2.2%

fácil

EPS terminal req.

$0.19

Spread vs growth

-3.4%

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 -17.2%

Total return

-17.2%

Start / end P/E

9.0x → 7.2x

EPS bridge

0.16 → 0.16

Residual

+0.3%

EPS growth-1.3%
Multiple rerating-20.1%
Dividend+4.0%
Residual / FX / buybacks / cross-term+0.3%

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.