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301234.SZ$41.10+1.96%
Fair $41.10+0.0%

301234.SZ

Anhui Hongyu Wuzhou Medical Manufacturer Co.,LTD.

Healthcare / Medical DevicesShenzhen

$41.10

+0.79 (+1.96%)

Fairly Valued+0.0%Fair Value $41.10Fund rank 29/100 · Data gapFallback financials|
SA 48/C
F-Score: 4/9
Declining RevenueMargin CompressionLow 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 $51.9M · 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 23/100Data 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

48/100

C

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 3unknown: 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. Revenue has declined for 3 consecutive years Operating margin has declined for 3 consecutive years ROE is 2.5%, below the 5% threshold
Thesis & Journal · 301234.SZLocal privado en este navegador · Anhui Hongyu Wuzhou Medical Manufacturer 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

$2.8B

P/E

132.6x

↑

EV/EBITDA

43.9x

↑

ROE

2.5%

↑

Gross Margin

14.6%

↓

Debt/Equity

0.00

↓
52-Week Range$41
$28$52

TradingView lightweight chart

301234.SZ price, volumen y niveles de valoración

Último $40.31Periodo -14.1%
Fair value: $41.10

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

-5.7%

FCF CAGR

—

FCF margin

11.7%

FCF / Net income

2.84x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $458.3M · net income $18.9M · FCF $53.6M

2022-FY → 2025-FY

Gross margin

14.6%-7.8% pts

Operating margin

4.1%-8.6% pts

Net margin

4.1%-8.8% pts

FCF margin

11.7%+21.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$458.3M$458.3M$477.4M$533.7M$547.1M
Net Income$18.9M$18.9M$40.0M$60.3M$70.9M
EBITDA$61.8M$61.8M$85.2M$101.8M$96.9M
EPS0.280.280.590.891.19
Gross Margin14.6%14.6%17.8%21.3%22.4%
Operating Margin4.1%4.1%8.5%12.1%12.7%
Net Margin4.1%4.1%8.4%11.3%13.0%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Current Ratio8.078.07———
Cash Flow
Free Cash Flow$53.6M$53.6M$51.9M$10.9M$-52.5M
Returns
ROE2.5%2.5%5.2%8.0%9.8%
Valuation
P/E132.58132.5840.0537.9025.14
EV/EBITDA43.9443.9416.9619.7817.34
P/B3.673.672.103.052.46
Growth & Yield
Revenue Growth-4.0%-4.0%-10.5%-2.5%—
EPS Growth-52.7%-52.7%-33.7%-25.7%—
Dividend Yield0.5%0.5%———

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

135.9%

muy exigente

EPS terminal req.

$3.65

Spread vs growth

-188.6%

5Y implied EPS CAGR

73.9%

muy exigente

EPS terminal req.

$4.41

Spread vs growth

-126.6%

10Y implied EPS CAGR

38.3%

muy exigente

EPS terminal req.

$7.11

Spread vs growth

-91.0%

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 +40.6%

Total return

+40.6%

Start / end P/E

49.9x → 147.9x

EPS bridge

0.59 → 0.28

Residual

-103.6%

EPS growth-52.7%
Multiple rerating+196.5%
Dividend+0.5%
Residual / FX / buybacks / cross-term-103.6%

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.