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300239.SZ$5.16-4.44%
Fair $5.16+0.0%

300239.SZ

Baotou Dongbao Bio-Tech Co.,Ltd

Healthcare / Drug Manufacturers - Specialty & GenericShenzhen

$5.16

-0.24 (-4.44%)

Fairly Valued+0.0%Fair Value $5.16Fund rank 30/100 · Data gapFallback financials|
SA 32/D
F-Score: 4/9
Declining RevenueLow 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 23%

FCF escenarios

weak_data · normalized FCF $26.7M · quality 58.7/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 35/100Data 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

32/100

D

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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 ROE is 3.2%, below the 5% threshold
Thesis & Journal · 300239.SZLocal privado en este navegador · Baotou Dongbao Bio-Tech 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

$3.1B

P/E

57.3x

↑

EV/EBITDA

19.9x

↑

ROE

3.2%

↑

Gross Margin

23.4%

↓

Debt/Equity

0.29

↑
52-Week Range$5
$5$7

TradingView lightweight chart

300239.SZ price, volumen y niveles de valoración

Último $5.400Periodo +4.4%
Fair value: $5.160

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

-7.6%

FCF CAGR

-32.5%

FCF margin

3.6%

FCF / Net income

0.49x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $745.3M · net income $54.3M · FCF $26.7M

2022-FY → 2025-FY

Gross margin

23.4%-1.4% pts

Operating margin

10.7%-3.7% pts

Net margin

7.3%-4.3% pts

FCF margin

3.6%-5.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$745.3M$745.3M$884.9M$974.5M$943.4M
Net Income$54.3M$54.3M$86.0M$119.9M$109.4M
EBITDA$163.2M$163.2M$194.6M$231.6M$224.8M
EPS0.090.090.130.200.18
Gross Margin23.4%23.4%22.7%25.5%24.7%
Operating Margin10.7%10.7%12.2%15.4%14.4%
Net Margin7.3%7.3%9.7%12.3%11.6%
Balance Sheet
Debt/Equity0.290.290.280.280.13
Current Ratio4.814.81———
Cash Flow
Free Cash Flow$26.7M$26.7M$-8.0M$67.2M$86.8M
Returns
ROE3.2%3.2%4.9%7.2%7.2%
Valuation
P/E57.3357.3340.5631.6040.73
EV/EBITDA19.9019.9017.6515.1519.11
P/B1.871.872.002.282.92
Growth & Yield
Revenue Growth-15.8%-15.8%-9.2%3.3%—
EPS Growth-34.7%-34.7%-32.2%6.2%—
Dividend Yield0.2%0.2%———

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

74.1%

muy exigente

EPS terminal req.

$0.46

Spread vs growth

-108.8%

5Y implied EPS CAGR

44.9%

muy exigente

EPS terminal req.

$0.55

Spread vs growth

-79.6%

10Y implied EPS CAGR

26.2%

muy exigente

EPS terminal req.

$0.89

Spread vs growth

-60.9%

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 -8.3%

Total return

-8.3%

Start / end P/E

42.4x → 59.4x

EPS bridge

0.13 → 0.09

Residual

-13.9%

EPS growth-34.7%
Multiple rerating+40.1%
Dividend+0.2%
Residual / FX / buybacks / cross-term-13.9%

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.