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2877.HK$8.48+1.19%
Fair $8.48+0.0%

2877.HK

China Shineway Pharmaceutical Group Limited

Healthcare / Drug Manufacturers - Specialty & GenericHKSE

$8.48

+0.10 (+1.19%)

Fairly Valued+0.0%Fair Value $8.48Fund rank 38/100 · Data gapFallback financials|
SA 56/C
F-Score: 6/9
Declining Revenue

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $823.0M · quality 80.3/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 81/100Data 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

56/100

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: 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. Revenue has declined for 2 consecutive years
Thesis & Journal · 2877.HKLocal privado en este navegador · China Shineway Pharmaceutical Group 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

$6.4B

P/E

5.8x

↓

EV/EBITDA

-0.3x

↓

ROE

11.8%

↑

Gross Margin

72.3%

↑

Debt/Equity

0.04

↓
52-Week Range$8
$7$10

TradingView lightweight chart

2877.HK price, volumen y niveles de valoración

Último $8.480Periodo +74.8%
Fair value: $8.480

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

-7.4%

FCF CAGR

-0.2%

FCF margin

31.1%

FCF / Net income

1.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.14B · net income $949.9M · FCF $974.1M

2022-FY → 2025-FY

Gross margin

72.3%-2.1% pts

Operating margin

22.9%+4.6% pts

Net margin

30.3%+12.0% pts

FCF margin

31.1%+6.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.14B$3.14B$3.78B$4.52B$3.95B
Net Income$949.9M$949.9M$840.1M$969.5M$722.8M
EBITDA$1.35B$1.35B$1.22B$1.30B$1.10B
EPS1.261.261.111.280.96
Gross Margin72.3%72.3%75.0%75.1%74.4%
Operating Margin22.9%22.9%22.3%21.6%18.3%
Net Margin30.3%30.3%22.2%21.5%18.3%
Balance Sheet
Debt/Equity0.040.040.050.040.00
Current Ratio3.713.71———
Cash Flow
Free Cash Flow$974.1M$974.1M$823.0M$788.3M$980.2M
Returns
ROE11.8%11.8%11.3%13.8%11.3%
Valuation
P/E5.775.777.796.048.13
EV/EBITDA-0.33-0.330.610.190.79
P/B0.790.790.880.830.92
Growth & Yield
Revenue Growth-17.0%-17.0%-16.4%14.3%—
EPS Growth13.5%13.5%-13.3%33.3%—
Dividend Yield7.2%7.2%———

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

-15.8%

fácil

EPS terminal req.

$0.75

Spread vs growth

29.3%

5Y implied EPS CAGR

-6.3%

fácil

EPS terminal req.

$0.91

Spread vs growth

19.8%

10Y implied EPS CAGR

1.5%

fácil

EPS terminal req.

$1.47

Spread vs growth

12.0%

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 +21.8%

Total return

+21.8%

Start / end P/E

6.7x → 6.7x

EPS bridge

1.11 → 1.26

Residual

+0.1%

EPS growth+13.5%
Multiple rerating+1.0%
Dividend+7.2%
Residual / FX / buybacks / cross-term+0.1%

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.