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301290.SZ$31.57+8.64%
Fair $31.57+0.0%

301290.SZ

Jiangsu Canopus Wisdom Medical Technology Co.,Ltd.

Healthcare / Medical DevicesShenzhen

$31.57

+2.51 (+8.64%)

Fairly Valued+0.0%Fair Value $31.57Fund rank 32/100 · Data gapFallback financials|
SA 46/C
F-Score: 2/9
Margin 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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $38.0M · quality 64.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 52/100Data 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

46/100

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: 2unknown: 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. Operating margin has declined for 3 consecutive years ROE is -1.8%, below the 5% threshold
Thesis & Journal · 301290.SZLocal privado en este navegador · Jiangsu Canopus Wisdom 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

$3.2B

P/E

N/A

•

EV/EBITDA

203.1x

↑

ROE

-1.8%

↓

Gross Margin

48.6%

↑

Debt/Equity

0.05

↓
52-Week Range$32
$24$37

TradingView lightweight chart

301290.SZ price, volumen y niveles de valoración

Último $31.57Periodo -40.6%
Fair value: $31.57

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

-4.3%

FCF CAGR

+23.3%

FCF margin

9.8%

FCF / Net income

-1.00x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $387.5M · net income $-37.9M · FCF $38.0M

2022-FY → 2025-FY

Gross margin

48.6%-3.7% pts

Operating margin

14.0%-12.1% pts

Net margin

-9.8%-33.0% pts

FCF margin

9.8%+5.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$387.5M$387.5M$435.5M$433.7M$442.1M
Net Income$-37.9M$-37.9M$97.4M$97.2M$102.5M
EBITDA$15.7M$15.7M$158.1M$156.5M$156.3M
EPS-0.38-0.380.980.971.33
Gross Margin48.6%48.6%49.4%48.3%52.3%
Operating Margin14.0%14.0%19.4%20.4%26.1%
Net Margin-9.8%-9.8%22.4%22.4%23.2%
Balance Sheet
Debt/Equity0.050.050.020.000.00
Current Ratio6.746.74———
Cash Flow
Free Cash Flow$38.0M$38.0M$10.5M$51.7M$20.3M
Returns
ROE-1.8%-1.8%4.3%4.3%4.7%
Valuation
P/E——22.4628.0928.57
EV/EBITDA203.15203.1512.2013.8311.64
P/B1.471.470.971.221.34
Growth & Yield
Revenue Growth-11.0%-11.0%0.4%-1.9%—
EPS Growth-138.8%-138.8%1.0%-27.1%—
Dividend Yield1.8%1.8%———

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 +34.8%

Total return

+34.8%

Start / end P/E

n/dx → n/dx

EPS bridge

0.98 → -0.38

Residual

+33.0%

EPS growthn/d
Multiple reratingn/d
Dividend+1.8%
Residual / FX / buybacks / cross-term+33.0%

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.