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301188.SZ$44.22+4.64%
Fair $44.22+0.0%

301188.SZ

Shandong Linuo Pharmaceutical Packaging Co., Ltd.

Consumer Cyclical / Packaging & ContainersShenzhen

$44.22

+1.96 (+4.64%)

Fairly Valued+0.0%Fair Value $44.22Fund rank 25/100 · Data gapFallback financials|
SA 55/C
F-Score: 2/9
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 $-86.5M · quality 52.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

55/100

C

Piotroski

2/9

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 2.5%, below the 5% threshold
Thesis & Journal · 301188.SZLocal privado en este navegador · Shandong Linuo Pharmaceutical Packaging 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

$11.8B

P/E

260.1x

↑

EV/EBITDA

51.4x

↑

ROE

2.5%

↓

Gross Margin

21.1%

↓

Debt/Equity

0.40

↓
52-Week Range$44
$15$50

TradingView lightweight chart

301188.SZ price, volumen y niveles de valoración

Último $44.22Periodo +63.1%
Fair value: $44.22

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

+6.1%

FCF CAGR

—

FCF margin

-31.2%

FCF / Net income

-7.73x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $981.5M · net income $39.7M · FCF $-306.5M

2022-FY → 2025-FY

Gross margin

21.1%-1.0% pts

Operating margin

7.2%-6.2% pts

Net margin

4.0%-10.2% pts

FCF margin

-31.2%-17.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$981.5M$981.5M$1.08B$947.4M$822.0M
Net Income$39.7M$39.7M$66.1M$65.9M$116.7M
EBITDA$202.8M$202.8M$203.1M$164.4M$191.9M
EPS0.170.170.290.280.50
Gross Margin21.1%21.1%19.0%17.4%22.1%
Operating Margin7.2%7.2%8.1%7.6%13.3%
Net Margin4.0%4.0%6.1%7.0%14.2%
Balance Sheet
Debt/Equity0.400.400.260.240.00
Current Ratio3.003.00———
Cash Flow
Free Cash Flow$-306.5M$-306.5M$-86.5M$-52.0M$-116.0M
Returns
ROE2.5%2.5%4.3%4.2%8.2%
Valuation
P/E260.12260.1250.0361.1829.58
EV/EBITDA51.3951.3915.8822.4415.83
P/B6.566.562.132.412.41
Growth & Yield
Revenue Growth-9.2%-9.2%14.1%15.2%—
EPS Growth-41.4%-41.4%3.6%-44.0%—
Dividend Yield0.2%0.2%———

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

184.7%

muy exigente

EPS terminal req.

$3.92

Spread vs growth

-226.1%

5Y implied EPS CAGR

94.6%

muy exigente

EPS terminal req.

$4.75

Spread vs growth

-136.0%

10Y implied EPS CAGR

46.3%

muy exigente

EPS terminal req.

$7.65

Spread vs growth

-87.7%

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 +109.2%

Total return

+109.2%

Start / end P/E

73.0x → 260.1x

EPS bridge

0.29 → 0.17

Residual

-106.1%

EPS growth-41.4%
Multiple rerating+256.5%
Dividend+0.2%
Residual / FX / buybacks / cross-term-106.1%

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.