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2415.HK$0.98+3.16%
Fair $0.98+0.0%

2415.HK

MedSci Healthcare Holdings Limited

Healthcare / Health Information ServicesHKSE

$0.98

+0.03 (+3.16%)

Fairly Valued+0.0%Fair Value $0.98Fund rank 28/100 · Data gapFallback financials|
SA 38/D
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 20%

FCF escenarios

weak_data · normalized FCF $36.1M · quality 48.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

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 1.5%, below the 5% threshold
Thesis & Journal · 2415.HKLocal privado en este navegador · MedSci Healthcare 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

$537M

P/E

32.7x

↑

EV/EBITDA

6.9x

↓

ROE

1.5%

↑

Gross Margin

59.3%

↑

Debt/Equity

0.01

↓
52-Week Range$1
$1$2

TradingView lightweight chart

2415.HK price, volumen y niveles de valoración

Último $0.980Periodo -89.3%
Fair value: $0.980

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

-8.2%

FCF CAGR

—

FCF margin

0.7%

FCF / Net income

0.11x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $270.4M · net income $17.9M · FCF $2.0M

2022-FY → 2025-FY

Gross margin

59.3%+0.2% pts

Operating margin

11.4%+9.5% pts

Net margin

6.6%+35.3% pts

FCF margin

0.7%+5.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$270.4M$270.4M$260.6M$349.2M$348.9M
Net Income$17.9M$17.9M$25.0M$55.0M$-99.9M
EBITDA$25.4M$25.4M$32.8M$69.1M$-87.6M
EPS0.030.030.050.08-0.16
Gross Margin59.3%59.3%62.2%62.0%59.1%
Operating Margin11.4%11.4%0.2%12.3%1.8%
Net Margin6.6%6.6%9.6%15.8%-28.6%
Balance Sheet
Debt/Equity0.010.010.000.00-0.07
Current Ratio6.736.73———
Cash Flow
Free Cash Flow$2.0M$2.0M$54.5M$36.1M$-16.2M
Returns
ROE1.5%1.5%2.1%4.9%70.2%
Valuation
P/E32.6732.6716.0050.38—
EV/EBITDA6.906.902.0627.69—
P/B0.450.450.371.87—
Growth & Yield
Revenue Growth3.7%3.7%-25.4%0.1%—
EPS Growth-40.0%-40.0%-37.5%148.6%—
Dividend Yield2.3%2.3%———

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

42.6%

muy exigente

EPS terminal req.

$0.09

Spread vs growth

-82.6%

5Y implied EPS CAGR

28.5%

muy exigente

EPS terminal req.

$0.11

Spread vs growth

-68.5%

10Y implied EPS CAGR

18.9%

exigente

EPS terminal req.

$0.17

Spread vs growth

-58.9%

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 -13.9%

Total return

-13.9%

Start / end P/E

23.4x → 32.7x

EPS bridge

0.05 → 0.03

Residual

-15.8%

EPS growth-40.0%
Multiple rerating+39.6%
Dividend+2.3%
Residual / FX / buybacks / cross-term-15.8%

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.