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v0.1
2373.HK$18.51-5.22%
Fair $18.51+0.0%

2373.HK

Beauty Farm Medical and Health Industry Inc.

Healthcare / Medical Care FacilitiesHKSE

$18.51

-1.02 (-5.22%)

Fairly Valued+0.0%Fair Value $18.51Fund rank 34/100 · Data gapFallback financials|
SA 50/C
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $682.4M · quality 63.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 83/100Data 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

50/100

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: 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 · 2373.HKLocal privado en este navegador · Beauty Farm Medical and Health Industry Inc.
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

$4.6B

P/E

11.7x

↓

EV/EBITDA

5.0x

↓

ROE

31.1%

↑

Gross Margin

49.1%

↑

Debt/Equity

1.27

↑
52-Week Range$19
$17$42

TradingView lightweight chart

2373.HK price, volumen y niveles de valoración

Último $18.51Periodo -37.6%
Fair value: $18.51

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

+22.4%

FCF CAGR

+56.9%

FCF margin

31.1%

FCF / Net income

2.93x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.00B · net income $317.6M · FCF $932.0M

2022-FY → 2025-FY

Gross margin

49.1%+5.2% pts

Operating margin

15.0%+7.0% pts

Net margin

10.6%+4.3% pts

FCF margin

31.1%+16.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.00B$3.00B$2.57B$2.15B$1.64B
Net Income$317.6M$317.6M$228.5M$215.7M$103.1M
EBITDA$887.0M$887.0M$728.0M$644.8M$452.4M
EPS1.371.370.990.940.45
Gross Margin49.1%49.1%46.3%45.6%43.9%
Operating Margin15.0%15.0%12.0%12.4%8.0%
Net Margin10.6%10.6%8.9%10.1%6.3%
Balance Sheet
Debt/Equity1.271.270.770.702.78
Current Ratio0.980.98———
Cash Flow
Free Cash Flow$932.0M$932.0M$682.4M$466.3M$241.2M
Returns
ROE31.1%31.1%24.2%26.9%54.6%
Valuation
P/E11.7211.7219.0511.28—
EV/EBITDA5.055.056.334.31—
P/B4.204.204.593.04—
Growth & Yield
Revenue Growth16.7%16.7%19.9%31.2%—
EPS Growth38.4%38.4%5.3%110.2%—
Dividend Yield3.9%3.9%———

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

6.2%

razonable

EPS terminal req.

$1.64

Spread vs growth

32.2%

5Y implied EPS CAGR

7.7%

razonable

EPS terminal req.

$1.99

Spread vs growth

30.7%

10Y implied EPS CAGR

8.9%

razonable

EPS terminal req.

$3.20

Spread vs growth

29.5%

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 +2.9%

Total return

+2.9%

Start / end P/E

18.9x → 13.5x

EPS bridge

0.99 → 1.37

Residual

-10.9%

EPS growth+38.4%
Multiple rerating-28.5%
Dividend+3.9%
Residual / FX / buybacks / cross-term-10.9%

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.