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301277.SZ$9.81-2.78%
Fair $9.81+0.0%

301277.SZ

Newland Pharmaceutical Co., Ltd.

Healthcare / Drug Manufacturers - Specialty & GenericShenzhen

$9.81

-0.28 (-2.78%)

Fairly Valued+0.0%Fair Value $9.81Fund rank 27/100 · Data gapFallback financials|
SA 36/D
F-Score: 2/9

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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $16.0M · quality 46.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

36/100

D

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: 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 · 301277.SZLocal privado en este navegador · Newland 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

$3.8B

P/E

37.7x

↑

EV/EBITDA

19.4x

↑

ROE

7.8%

↑

Gross Margin

34.9%

↓

Debt/Equity

0.00

↓
52-Week Range$10
$10$18

TradingView lightweight chart

301277.SZ price, volumen y niveles de valoración

Último $9.810Periodo -27.5%
Fair value: $9.810

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

+2.3%

FCF CAGR

+22.3%

FCF margin

2.3%

FCF / Net income

0.13x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $672.4M · net income $121.2M · FCF $15.6M

2022-FY → 2025-FY

Gross margin

34.9%-0.7% pts

Operating margin

19.8%-4.0% pts

Net margin

18.0%-3.1% pts

FCF margin

2.3%+1.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$672.4M$672.4M$726.4M$651.4M$627.4M
Net Income$121.2M$121.2M$173.6M$159.0M$132.3M
EBITDA$189.8M$189.8M$235.3M$212.4M$174.0M
EPS0.310.310.440.410.44
Gross Margin34.9%34.9%40.6%39.8%35.6%
Operating Margin19.8%19.8%26.3%24.6%23.8%
Net Margin18.0%18.0%23.9%24.4%21.1%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Current Ratio6.356.35———
Cash Flow
Free Cash Flow$15.6M$15.6M$16.0M$162.9M$8.5M
Returns
ROE7.8%7.8%11.3%11.0%9.8%
Valuation
P/E37.7337.7321.6925.7122.46
EV/EBITDA19.3519.3514.8217.9916.81
P/B2.472.472.442.822.19
Growth & Yield
Revenue Growth-7.4%-7.4%11.5%3.8%—
EPS Growth-29.5%-29.5%8.1%-7.2%—
Dividend Yield2.0%2.0%———

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

41.1%

muy exigente

EPS terminal req.

$0.87

Spread vs growth

-70.6%

5Y implied EPS CAGR

27.7%

muy exigente

EPS terminal req.

$1.05

Spread vs growth

-57.3%

10Y implied EPS CAGR

18.5%

exigente

EPS terminal req.

$1.70

Spread vs growth

-48.1%

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 -24.0%

Total return

-24.0%

Start / end P/E

30.1x → 31.6x

EPS bridge

0.44 → 0.31

Residual

-1.5%

EPS growth-29.5%
Multiple rerating+5.0%
Dividend+2.0%
Residual / FX / buybacks / cross-term-1.5%

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.