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2186.HK$2.20-1.35%
Fair $2.20+0.0%

2186.HK

Luye Pharma Group Ltd.

Healthcare / Drug Manufacturers - Specialty & GenericHKSE

$2.20

-0.03 (-1.35%)

Fairly Valued+0.0%Fair Value $2.20Fund rank 28/100 · Data gapFallback financials|
SA 38/D
F-Score: 5/9
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 19%

FCF escenarios

weak_data · normalized FCF $430.2M · quality 48.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

38/100

D

Piotroski

5/9

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. ROE is 3.8%, below the 5% threshold
Thesis & Journal · 2186.HKLocal privado en este navegador · Luye Pharma Group 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

$8.8B

P/E

15.7x

↓

EV/EBITDA

5.5x

↓

ROE

3.8%

↑

Gross Margin

66.0%

↑

Debt/Equity

0.59

↑
52-Week Range$2
$2$4

TradingView lightweight chart

2186.HK price, volumen y niveles de valoración

Último $2.200Periodo -67.2%
Fair value: $2.200

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

+1.8%

FCF CAGR

+16.8%

FCF margin

12.4%

FCF / Net income

1.26x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.31B · net income $618.7M · FCF $780.4M

2022-FY → 2025-FY

Gross margin

66.0%-3.2% pts

Operating margin

19.9%+4.0% pts

Net margin

9.8%-0.3% pts

FCF margin

12.4%+4.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.31B$6.31B$6.06B$6.14B$5.98B
Net Income$618.7M$618.7M$471.9M$532.6M$604.8M
EBITDA$2.47B$2.47B$2.19B$2.08B$1.81B
EPS0.130.130.130.140.17
Gross Margin66.0%66.0%66.7%68.4%69.2%
Operating Margin19.9%19.9%21.3%16.7%15.9%
Net Margin9.8%9.8%7.8%8.7%10.1%
Balance Sheet
Debt/Equity0.590.590.730.670.89
Current Ratio1.531.53———
Cash Flow
Free Cash Flow$780.4M$780.4M$-1.54B$430.2M$490.1M
Returns
ROE3.8%3.8%3.3%4.3%5.9%
Valuation
P/E15.7115.7116.9124.9121.23
EV/EBITDA5.465.466.108.8910.83
P/B0.530.530.561.061.26
Growth & Yield
Revenue Growth4.1%4.1%-1.3%2.7%—
EPS Growth-0.3%-0.3%-12.2%-17.8%—

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

16.0%

exigente

EPS terminal req.

$0.20

Spread vs growth

-16.3%

5Y implied EPS CAGR

13.6%

razonable

EPS terminal req.

$0.24

Spread vs growth

-13.9%

10Y implied EPS CAGR

11.8%

razonable

EPS terminal req.

$0.38

Spread vs growth

-12.1%

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 +2.8%

Total return

+2.8%

Start / end P/E

17.1x → 17.6x

EPS bridge

0.13 → 0.13

Residual

-0.0%

EPS growth-0.3%
Multiple rerating+3.1%
Dividend+0.0%
Residual / FX / buybacks / cross-term-0.0%

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.