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300016.SZ$8.30+1.22%
Fair $8.30+0.0%

300016.SZ

Beijing Beilu Pharmaceutical Co., Ltd.

Healthcare / Drug Manufacturers - Specialty & GenericShenzhen

$8.30

+0.10 (+1.22%)

Fairly Valued+0.0%Fair Value $8.30Fund rank 30/100 · Data gapFallback financials|
SA 53/C
F-Score: 7/9
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 34% · confianza 20%

FCF escenarios

weak_data · normalized FCF $-62.3M · quality 55.3/100

Data gap 30/100
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

53/100

C

Piotroski

7/9

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 4.1%, below the 5% threshold
Thesis & Journal · 300016.SZLocal privado en este navegador · Beijing Beilu Pharmaceutical 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

$4.8B

P/E

36.1x

↑

EV/EBITDA

18.3x

↑

ROE

4.1%

↑

Gross Margin

45.8%

↓

Debt/Equity

0.23

↑
52-Week Range$8
$7$12

TradingView lightweight chart

300016.SZ price, volumen y niveles de valoración

Último $8.300Periodo +57.4%
Fair value: $8.300

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

+16.3%

FCF CAGR

—

FCF margin

-5.2%

FCF / Net income

-0.67x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.21B · net income $92.7M · FCF $-62.3M

2022-FY → 2025-FY

Gross margin

45.8%-9.6% pts

Operating margin

8.5%+4.4% pts

Net margin

7.7%+6.2% pts

FCF margin

-5.2%-8.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.21B$1.21B$983.6M$890.7M$765.9M
Net Income$92.7M$92.7M$13.7M$-71.8M$11.3M
EBITDA$245.6M$245.6M$152.3M$36.4M$110.5M
EPS0.180.180.03-0.150.02
Gross Margin45.8%45.8%47.7%47.0%55.4%
Operating Margin8.5%8.5%6.6%-0.0%4.1%
Net Margin7.7%7.7%1.4%-8.1%1.5%
Balance Sheet
Debt/Equity0.230.230.480.480.36
Current Ratio2.392.39———
Cash Flow
Free Cash Flow$-62.3M$-62.3M$61.6M$-86.1M$25.0M
Returns
ROE4.1%4.1%0.8%-4.3%0.6%
Valuation
P/E36.0936.09197.33—326.50
EV/EBITDA18.3118.319.51197.227.25
P/B1.891.890.544.330.52
Growth & Yield
Revenue Growth22.5%22.5%10.4%16.3%—
EPS Growth500.0%500.0%120.0%-850.0%—
Dividend Yield0.6%0.6%———

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

59.9%

muy exigente

EPS terminal req.

$0.74

Spread vs growth

440.1%

5Y implied EPS CAGR

37.7%

muy exigente

EPS terminal req.

$0.89

Spread vs growth

462.3%

10Y implied EPS CAGR

23.1%

exigente

EPS terminal req.

$1.44

Spread vs growth

476.9%

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 +24.4%

Total return

+24.4%

Start / end P/E

223.3x → 46.1x

EPS bridge

0.03 → 0.18

Residual

-396.8%

EPS growth+500.0%
Multiple rerating-79.4%
Dividend+0.6%
Residual / FX / buybacks / cross-term-396.8%

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.