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300294.SZ$16.79-1.29%
Fair $16.79+0.0%

300294.SZ

China Resources Boya Bio-pharmaceutical Group Co.,Ltd

Healthcare / BiotechnologyShenzhen

$16.79

-0.22 (-1.29%)

Fairly Valued+0.0%Fair Value $16.79Fund rank 29/100 · Data gapFallback financials|
SA 34/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 34% · confianza 20%

FCF escenarios

weak_data · normalized FCF $102.0M · quality 50.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 24/100Data 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

34/100

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 biotech pipeline model required: targets are disabled until product, probability, peak-sales and cash-runway data exists. ROE is 1.5%, below the 5% threshold
Thesis & Journal · 300294.SZLocal privado en este navegador · China Resources Boya Bio-pharmaceutical Group 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

$8.5B

P/E

76.3x

↑

EV/EBITDA

31.5x

↑

ROE

1.5%

↑

Gross Margin

49.9%

↑

Debt/Equity

0.01

↓
52-Week Range$17
$15$28

TradingView lightweight chart

300294.SZ price, volumen y niveles de valoración

Último $17.01Periodo +97.3%
Fair value: $16.79

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

-9.3%

FCF CAGR

—

FCF margin

-23.0%

FCF / Net income

-4.21x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.06B · net income $112.7M · FCF $-474.1M

2022-FY → 2025-FY

Gross margin

49.9%-4.8% pts

Operating margin

16.6%-2.2% pts

Net margin

5.5%-10.2% pts

FCF margin

-23.0%-39.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.06B$2.06B$1.73B$2.65B$2.76B
Net Income$112.7M$112.7M$397.0M$237.5M$432.2M
EBITDA$256.7M$256.7M$581.4M$452.7M$629.7M
EPS0.220.220.790.470.86
Gross Margin49.9%49.9%64.7%52.8%54.7%
Operating Margin16.6%16.6%26.8%21.0%18.8%
Net Margin5.5%5.5%22.9%9.0%15.7%
Balance Sheet
Debt/Equity0.010.010.000.000.00
Current Ratio6.326.32———
Cash Flow
Free Cash Flow$-474.1M$-474.1M$102.0M$554.2M$458.0M
Returns
ROE1.5%1.5%5.3%3.2%6.0%
Valuation
P/E76.3276.3237.5168.7941.95
EV/EBITDA31.5231.5223.4031.8026.42
P/B1.161.161.992.232.52
Growth & Yield
Revenue Growth18.7%18.7%-34.6%-3.9%—
EPS Growth-72.2%-72.2%68.1%-45.3%—
Dividend Yield1.3%1.3%———

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

89.2%

muy exigente

EPS terminal req.

$1.49

Spread vs growth

-161.3%

5Y implied EPS CAGR

52.3%

muy exigente

EPS terminal req.

$1.80

Spread vs growth

-124.5%

10Y implied EPS CAGR

29.4%

muy exigente

EPS terminal req.

$2.90

Spread vs growth

-101.6%

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 -36.6%

Total return

-36.6%

Start / end P/E

34.2x → 76.3x

EPS bridge

0.79 → 0.22

Residual

-88.7%

EPS growth-72.2%
Multiple rerating+123.0%
Dividend+1.3%
Residual / FX / buybacks / cross-term-88.7%

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.