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2157.HK$4.14-0.96%
Fair $4.14+0.0%

2157.HK

Lepu Biopharma Co., Ltd.

Healthcare / BiotechnologyHKSE

$4.14

-0.04 (-0.96%)

Fairly Valued+0.0%Fair Value $4.14Fund rank 25/100 · Data gapFallback financials|
SA 27/D
F-Score: 6/9

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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-258.1M · quality 41.3/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

27/100

D

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: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific biotech pipeline model required: targets are disabled until product, probability, peak-sales and cash-runway data exists.
Thesis & Journal · 2157.HKLocal privado en este navegador · Lepu Biopharma 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

$7.5B

P/E

24.4x

↑

EV/EBITDA

19.5x

↑

ROE

18.9%

↑

Gross Margin

90.4%

↑

Debt/Equity

0.77

↑
52-Week Range$4
$4$11

TradingView lightweight chart

2157.HK price, volumen y niveles de valoración

Último $4.140Periodo -42.0%
Fair value: $4.140

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

+291.6%

FCF CAGR

—

FCF margin

-14.1%

FCF / Net income

-0.50x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $934.9M · net income $261.4M · FCF $-131.4M

2022-FY → 2025-FY

Gross margin

90.4%+3.3% pts

Operating margin

10.2%+4134.1% pts

Net margin

28.0%+4452.9% pts

FCF margin

-14.1%+3815.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$934.9M$934.9M$367.8M$225.4M$15.6M
Net Income$261.4M$261.4M$-411.4M$-22.1M$-689.1M
EBITDA$382.5M$382.5M$-302.4M$86.9M$-596.5M
EPS0.150.15-0.24-0.01-0.42
Gross Margin90.4%90.4%79.7%87.5%87.1%
Operating Margin10.2%10.2%-101.9%-170.5%-4123.9%
Net Margin28.0%28.0%-111.8%-9.8%-4424.9%
Balance Sheet
Debt/Equity0.770.771.210.830.77
Current Ratio0.980.98———
Cash Flow
Free Cash Flow$-131.4M$-131.4M$-258.1M$-292.0M$-596.4M
Returns
ROE18.9%18.9%-58.5%-2.5%-76.5%
Valuation
P/E24.3524.35———
EV/EBITDA19.5519.55—74.69—
P/B5.245.246.046.8813.39
Growth & Yield
Revenue Growth154.2%154.2%63.2%1347.2%—
EPS Growth162.5%162.5%-2300.0%97.6%—

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

34.8%

muy exigente

EPS terminal req.

$0.37

Spread vs growth

127.7%

5Y implied EPS CAGR

24.3%

exigente

EPS terminal req.

$0.44

Spread vs growth

138.2%

10Y implied EPS CAGR

16.9%

exigente

EPS terminal req.

$0.72

Spread vs growth

145.6%

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 +0.0%

Total return

+0.0%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.24 → 0.15

Residual

+0.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+0.0%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.