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301201.SZ$33.60+0.82%
Fair $33.60+0.0%

301201.SZ

ChengDa Pharmaceuticals Co., Ltd.

Healthcare / Drug Manufacturers - Specialty & GenericShenzhen

$33.60

+0.27 (+0.82%)

Fairly Valued+0.0%Fair Value $33.60Fund rank 31/100 · Data gapFallback financials|
SA 33/D
F-Score: 7/9
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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $-35.0M · quality 63.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

33/100

D

Piotroski

7/9

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 -0.6%, below the 5% threshold
Thesis & Journal · 301201.SZLocal privado en este navegador · ChengDa Pharmaceuticals 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

$5.2B

P/E

N/A

•

EV/EBITDA

71.4x

↑

ROE

-0.6%

↓

Gross Margin

44.2%

↓

Debt/Equity

0.03

↓
52-Week Range$34
$20$65

TradingView lightweight chart

301201.SZ price, volumen y niveles de valoración

Último $33.31Periodo -58.5%
Fair value: $33.60

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

-0.4%

FCF CAGR

—

FCF margin

-8.6%

FCF / Net income

2.93x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $406.4M · net income $-11.9M · FCF $-35.0M

2022-FY → 2025-FY

Gross margin

44.2%-3.8% pts

Operating margin

3.3%-18.5% pts

Net margin

-2.9%-28.8% pts

FCF margin

-8.6%+29.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$406.4M$406.4M$333.1M$414.3M$411.5M
Net Income$-11.9M$-11.9M$-28.1M$91.0M$106.5M
EBITDA$62.0M$62.0M$20.3M$144.9M$155.6M
EPS-0.08-0.08-0.180.590.70
Gross Margin44.2%44.2%42.8%42.9%48.0%
Operating Margin3.3%3.3%-17.4%14.6%21.8%
Net Margin-2.9%-2.9%-8.4%22.0%25.9%
Balance Sheet
Debt/Equity0.030.030.04——
Current Ratio7.577.57———
Cash Flow
Free Cash Flow$-35.0M$-35.0M$-257.7M$-32.6M$-158.0M
Returns
ROE-0.6%-0.6%-1.3%4.0%4.8%
Valuation
P/E———42.2046.84
EV/EBITDA71.3971.39137.6217.0928.17
P/B2.432.431.351.692.25
Growth & Yield
Revenue Growth22.0%22.0%-19.6%0.7%—
EPS Growth57.4%57.4%-131.4%-16.3%—
Dividend Yield0.6%0.6%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +55.2%

Total return

+55.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.18 → -0.08

Residual

+54.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.6%
Residual / FX / buybacks / cross-term+54.6%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.