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301087.SZ$46.08-1.98%
Fair $46.08+0.0%

301087.SZ

Cofoe Medical Technology Co.,Ltd.

Healthcare / Medical DevicesShenzhen

$46.08

-0.93 (-1.98%)

Fairly Valued+0.0%Fair Value $46.08Fund rank 29/100 · Data gapFallback financials|
SA 50/C
F-Score: 8/9

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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $517.6M · 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 26/100Data 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

50/100

C

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: 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 · 301087.SZLocal privado en este navegador · Cofoe 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

$10.9B

P/E

24.5x

↑

EV/EBITDA

14.2x

↑

ROE

7.6%

↑

Gross Margin

53.2%

↑

Debt/Equity

0.17

↓
52-Week Range$46
$32$64

TradingView lightweight chart

301087.SZ price, volumen y niveles de valoración

Último $46.08Periodo -32.7%
Fair value: $46.08

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

+4.4%

FCF CAGR

—

FCF margin

15.3%

FCF / Net income

1.39x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.39B · net income $371.6M · FCF $517.6M

2022-FY → 2025-FY

Gross margin

53.2%+13.7% pts

Operating margin

11.7%+0.6% pts

Net margin

11.0%+0.8% pts

FCF margin

15.3%+33.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.39B$3.39B$2.98B$2.85B$2.98B
Net Income$371.6M$371.6M$311.8M$254.3M$301.7M
EBITDA$625.9M$625.9M$551.7M$435.4M$444.9M
EPS1.811.811.511.241.45
Gross Margin53.2%53.2%51.9%43.3%39.5%
Operating Margin11.7%11.7%12.1%9.7%11.0%
Net Margin11.0%11.0%10.5%8.9%10.1%
Balance Sheet
Debt/Equity0.170.170.190.130.09
Current Ratio2.412.41———
Cash Flow
Free Cash Flow$517.6M$517.6M$542.9M$20.6M$-540.9M
Returns
ROE7.6%7.6%6.5%5.2%6.0%
Valuation
P/E24.5124.5122.2229.0125.41
EV/EBITDA14.1614.1611.8814.8115.02
P/B1.941.941.441.511.53
Growth & Yield
Revenue Growth13.6%13.6%4.5%-4.1%—
EPS Growth19.9%19.9%21.8%-14.5%—
Dividend Yield3.4%3.4%———

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

31.2%

muy exigente

EPS terminal req.

$4.09

Spread vs growth

-11.3%

5Y implied EPS CAGR

22.3%

exigente

EPS terminal req.

$4.95

Spread vs growth

-2.4%

10Y implied EPS CAGR

16.0%

exigente

EPS terminal req.

$7.97

Spread vs growth

3.9%

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 +41.9%

Total return

+41.9%

Start / end P/E

22.0x → 25.5x

EPS bridge

1.51 → 1.81

Residual

+3.1%

EPS growth+19.9%
Multiple rerating+15.5%
Dividend+3.4%
Residual / FX / buybacks / cross-term+3.1%

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.