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300404.SZ$10.00+0.30%
Fair $10.00+0.0%

300404.SZ

Boji Medical Technology Co.,Ltd.

Healthcare / BiotechnologyShenzhen

$10.00

+0.03 (+0.30%)

Fairly Valued+0.0%Fair Value $10.00Fund rank 25/100 · Data gapFallback financials|
SA 52/C
F-Score: 6/9
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 18%

FCF escenarios

weak_data · normalized FCF $-2.6M · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 9/100Data 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

52/100

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. Sector-specific biotech pipeline model required: targets are disabled until product, probability, peak-sales and cash-runway data exists. ROE is 3.0%, below the 5% threshold
Thesis & Journal · 300404.SZLocal privado en este navegador · Boji Medical Technology 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

$3.9B

P/E

90.9x

↑

EV/EBITDA

59.4x

↑

ROE

3.0%

↑

Gross Margin

27.1%

↓

Debt/Equity

0.04

↓
52-Week Range$10
$8$13

TradingView lightweight chart

300404.SZ price, volumen y niveles de valoración

Último $10.00Periodo +155.4%
Fair value: $10.00

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

+27.0%

FCF CAGR

—

FCF margin

7.9%

FCF / Net income

2.24x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $868.6M · net income $30.5M · FCF $68.3M

2022-FY → 2025-FY

Gross margin

27.1%-10.8% pts

Operating margin

6.9%-1.3% pts

Net margin

3.5%-3.0% pts

FCF margin

7.9%+29.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$868.6M$868.6M$742.0M$555.8M$423.7M
Net Income$30.5M$30.5M$28.8M$24.3M$27.7M
EBITDA$59.9M$59.9M$48.8M$42.4M$46.8M
EPS0.080.080.080.070.08
Gross Margin27.1%27.1%30.4%33.3%37.9%
Operating Margin6.9%6.9%5.5%5.9%8.2%
Net Margin3.5%3.5%3.9%4.4%6.5%
Balance Sheet
Debt/Equity0.040.040.050.120.09
Current Ratio1.921.92———
Cash Flow
Free Cash Flow$68.3M$68.3M$-2.6M$-26.2M$-89.6M
Returns
ROE3.0%3.0%3.0%2.5%3.2%
Valuation
P/E90.9190.91109.04135.06104.52
EV/EBITDA59.4359.4359.6770.7656.99
P/B3.753.753.223.443.38
Growth & Yield
Revenue Growth17.1%17.1%33.5%31.2%—
EPS Growth5.6%5.6%14.6%-12.9%—
Dividend Yield0.1%0.1%———

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

123.6%

muy exigente

EPS terminal req.

$0.89

Spread vs growth

-118.0%

5Y implied EPS CAGR

68.3%

muy exigente

EPS terminal req.

$1.07

Spread vs growth

-62.8%

10Y implied EPS CAGR

36.1%

muy exigente

EPS terminal req.

$1.73

Spread vs growth

-30.5%

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

109.3x → 125.9x

EPS bridge

0.08 → 0.08

Residual

+0.9%

EPS growth+5.6%
Multiple rerating+15.2%
Dividend+0.1%
Residual / FX / buybacks / cross-term+0.9%

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.