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301367.SZ$44.63-0.36%
Fair $44.63+0.0%

301367.SZ

BMC Medical Co., Ltd.

Healthcare / Medical Instruments & SuppliesShenzhen

$44.63

-0.16 (-0.36%)

Fairly Valued+0.0%Fair Value $44.63Fund rank 34/100 · Data gapFallback financials|
SA 44/C
F-Score: 7/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $127.0M · quality 71.7/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 61/100Data 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

44/100

C

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: 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 · 301367.SZLocal privado en este navegador · BMC Medical 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

$5.6B

P/E

29.0x

↑

EV/EBITDA

10.3x

↓

ROE

7.4%

↑

Gross Margin

52.9%

↑

Debt/Equity

0.03

↓
52-Week Range$45
$44$75

TradingView lightweight chart

301367.SZ price, volumen y niveles de valoración

Último $44.63Periodo -69.8%
Fair value: $44.63

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

-6.4%

FCF CAGR

-34.7%

FCF margin

8.4%

FCF / Net income

0.43x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.16B · net income $225.7M · FCF $97.9M

2022-FY → 2025-FY

Gross margin

52.9%+11.3% pts

Operating margin

20.8%-8.0% pts

Net margin

19.5%-7.4% pts

FCF margin

8.4%-16.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.16B$1.16B$843.5M$1.12B$1.42B
Net Income$225.7M$225.7M$155.4M$297.3M$380.3M
EBITDA$288.6M$288.6M$200.9M$354.8M$444.3M
EPS2.542.541.743.325.36
Gross Margin52.9%52.9%48.3%45.9%41.6%
Operating Margin20.8%20.8%14.5%25.7%28.8%
Net Margin19.5%19.5%18.4%26.5%26.9%
Balance Sheet
Debt/Equity0.030.030.140.010.01
Current Ratio10.8110.81———
Cash Flow
Free Cash Flow$97.9M$97.9M$138.2M$127.0M$351.5M
Returns
ROE7.4%7.4%5.5%10.7%14.6%
Valuation
P/E28.9828.9824.9017.1721.60
EV/EBITDA10.3210.3218.6512.5817.73
P/B1.311.311.371.843.15
Growth & Yield
Revenue Growth37.5%37.5%-24.9%-20.7%—
EPS Growth46.0%46.0%-47.6%-38.1%—
Dividend Yield1.5%1.5%———

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

16.0%

exigente

EPS terminal req.

$3.96

Spread vs growth

30.0%

5Y implied EPS CAGR

13.5%

razonable

EPS terminal req.

$4.79

Spread vs growth

32.4%

10Y implied EPS CAGR

11.8%

razonable

EPS terminal req.

$7.72

Spread vs growth

34.2%

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 -29.1%

Total return

-29.1%

Start / end P/E

36.9x → 17.6x

EPS bridge

1.74 → 2.54

Residual

-24.1%

EPS growth+46.0%
Multiple rerating-52.4%
Dividend+1.5%
Residual / FX / buybacks / cross-term-24.1%

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.