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300247.SZ$4.26+0.71%
Fair $4.26+0.0%

300247.SZ

Youngy Health Co., Ltd.

Consumer Cyclical / Furnishings, Fixtures & AppliancesShenzhen

$4.26

+0.03 (+0.71%)

Fairly Valued+0.0%Fair Value $4.26Fund rank 32/100 · Data gapFallback financials|
SA 58/C
F-Score: 7/9

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 32% · confianza 25%

FCF escenarios

weak_data · normalized FCF $80.5M · quality 54.7/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 37/100Data 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

58/100

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: 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 · 300247.SZLocal privado en este navegador · Youngy Health 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

$3.4B

P/E

53.3x

↑

EV/EBITDA

19.5x

↑

ROE

6.6%

↑

Gross Margin

36.2%

↑

Debt/Equity

0.07

↓
52-Week Range$4
$4$6

TradingView lightweight chart

300247.SZ price, volumen y niveles de valoración

Último $4.260Periodo -3.0%
Fair value: $4.260

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

+26.3%

FCF CAGR

—

FCF margin

11.3%

FCF / Net income

1.41x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $933.2M · net income $74.8M · FCF $105.8M

2022-FY → 2025-FY

Gross margin

36.2%+12.1% pts

Operating margin

15.5%+17.2% pts

Net margin

8.0%-19.2% pts

FCF margin

11.3%+21.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$933.2M$933.2M$688.8M$529.4M$463.3M
Net Income$74.8M$74.8M$46.9M$26.6M$126.3M
EBITDA$171.8M$171.8M$97.2M$87.7M$164.8M
EPS0.090.090.060.030.16
Gross Margin36.2%36.2%31.8%32.9%24.0%
Operating Margin15.5%15.5%10.0%7.9%-1.7%
Net Margin8.0%8.0%6.8%5.0%27.3%
Balance Sheet
Debt/Equity0.070.070.010.020.03
Current Ratio8.028.02———
Cash Flow
Free Cash Flow$105.8M$105.8M$42.2M$80.5M$-46.7M
Returns
ROE6.6%6.6%4.4%2.6%12.8%
Valuation
P/E53.2553.2557.17124.3322.19
EV/EBITDA19.5119.5125.7536.5116.76
P/B3.113.112.513.252.83
Growth & Yield
Revenue Growth35.5%35.5%30.1%14.3%—
EPS Growth50.0%50.0%100.0%-81.3%—

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

61.3%

muy exigente

EPS terminal req.

$0.38

Spread vs growth

-11.3%

5Y implied EPS CAGR

38.4%

muy exigente

EPS terminal req.

$0.46

Spread vs growth

11.6%

10Y implied EPS CAGR

23.4%

exigente

EPS terminal req.

$0.74

Spread vs growth

26.6%

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 +9.0%

Total return

+9.0%

Start / end P/E

65.2x → 47.3x

EPS bridge

0.06 → 0.09

Residual

-13.7%

EPS growth+50.0%
Multiple rerating-27.4%
Dividend+0.0%
Residual / FX / buybacks / cross-term-13.7%

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.