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300702.SZ$19.30+0.36%
Fair $19.30+0.0%

300702.SZ

Zhejiang Tianyu Pharmaceutical Co., Ltd.

Healthcare / Drug Manufacturers - Specialty & GenericShenzhen

$19.30

+0.07 (+0.36%)

Fairly Valued+0.0%Fair Value $19.30Fund rank 29/100 · Data gapFallback financials|
SA 35/D
F-Score: 8/9
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 19%

FCF escenarios

weak_data · normalized FCF $115.8M · quality 51.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

35/100

D

Piotroski

8/9

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 3.8%, below the 5% threshold
Thesis & Journal · 300702.SZLocal privado en este navegador · Zhejiang Tianyu 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

$6.7B

P/E

68.9x

↑

EV/EBITDA

14.0x

↑

ROE

3.8%

↑

Gross Margin

37.1%

↓

Debt/Equity

0.49

↑
52-Week Range$19
$19$31

TradingView lightweight chart

300702.SZ price, volumen y niveles de valoración

Último $19.30Periodo +60.6%
Fair value: $19.30

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

+4.7%

FCF CAGR

—

FCF margin

3.8%

FCF / Net income

0.83x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.06B · net income $139.7M · FCF $115.8M

2022-FY → 2025-FY

Gross margin

37.1%+11.3% pts

Operating margin

9.9%+8.4% pts

Net margin

4.6%+9.0% pts

FCF margin

3.8%+25.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.06B$3.06B$2.63B$2.53B$2.67B
Net Income$139.7M$139.7M$55.9M$27.4M$-118.9M
EBITDA$559.8M$559.8M$466.5M$427.0M$178.3M
EPS0.410.410.160.08-0.34
Gross Margin37.1%37.1%34.7%39.2%25.8%
Operating Margin9.9%9.9%6.4%12.5%1.5%
Net Margin4.6%4.6%2.1%1.1%-4.5%
Balance Sheet
Debt/Equity0.490.490.520.520.37
Current Ratio1.191.19———
Cash Flow
Free Cash Flow$115.8M$115.8M$175.7M$-360.7M$-575.7M
Returns
ROE3.8%3.8%1.6%0.8%-3.4%
Valuation
P/E68.9368.93103.38254.25—
EV/EBITDA14.0014.0015.0619.5151.69
P/B1.811.811.651.992.40
Growth & Yield
Revenue Growth16.4%16.4%4.1%-5.2%—
EPS Growth156.2%156.2%100.0%123.5%—
Dividend Yield0.3%0.3%———

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

61.0%

muy exigente

EPS terminal req.

$1.71

Spread vs growth

95.2%

5Y implied EPS CAGR

38.3%

muy exigente

EPS terminal req.

$2.07

Spread vs growth

118.0%

10Y implied EPS CAGR

23.3%

exigente

EPS terminal req.

$3.34

Spread vs growth

132.9%

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 -9.6%

Total return

-9.6%

Start / end P/E

133.7x → 47.1x

EPS bridge

0.16 → 0.41

Residual

-101.3%

EPS growth+156.2%
Multiple rerating-64.8%
Dividend+0.3%
Residual / FX / buybacks / cross-term-101.3%

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.