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301408.SZ$18.30+3.27%
Fair $18.30+0.0%

301408.SZ

Anhui Huaren Health Pharmaceutical Co., Ltd.

Healthcare / Pharmaceutical RetailersShenzhen

$18.30

+0.58 (+3.27%)

Fairly Valued+0.0%Fair Value $18.30Fund rank 31/100 · Data gapFallback financials|
SA 60/B
F-Score: 8/9

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 23%

FCF escenarios

weak_data · normalized FCF $410.9M · quality 52.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 37/100Data 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

60/100

B

Piotroski

8/9

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 · 301408.SZLocal privado en este navegador · Anhui Huaren Health 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

$7.3B

P/E

33.9x

↑

EV/EBITDA

11.6x

↓

ROE

9.1%

↑

Gross Margin

33.9%

↓

Debt/Equity

0.64

↑
52-Week Range$18
$12$30

TradingView lightweight chart

301408.SZ price, volumen y niveles de valoración

Último $18.30Periodo -27.7%
Fair value: $18.30

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

+18.9%

FCF CAGR

+114.8%

FCF margin

12.5%

FCF / Net income

3.58x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.49B · net income $191.4M · FCF $684.3M

2022-FY → 2025-FY

Gross margin

33.9%+1.3% pts

Operating margin

7.5%+0.0% pts

Net margin

3.5%-1.4% pts

FCF margin

12.5%+10.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.49B$5.49B$4.53B$3.80B$3.26B
Net Income$191.4M$191.4M$137.7M$114.7M$160.8M
EBITDA$661.2M$661.2M$530.0M$389.3M$402.6M
EPS0.480.480.340.290.47
Gross Margin33.9%33.9%32.6%30.6%32.6%
Operating Margin7.5%7.5%5.7%4.8%7.5%
Net Margin3.5%3.5%3.0%3.0%4.9%
Balance Sheet
Debt/Equity0.640.640.650.690.80
Current Ratio1.131.13———
Cash Flow
Free Cash Flow$684.3M$684.3M$410.9M$-84.9M$69.1M
Returns
ROE9.1%9.1%6.9%5.9%17.0%
Valuation
P/E33.8933.8930.6854.66—
EV/EBITDA11.6311.638.5416.10—
P/B3.483.482.113.22—
Growth & Yield
Revenue Growth21.1%21.1%19.3%16.4%—
EPS Growth41.2%41.2%17.2%-38.3%—
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

50.1%

muy exigente

EPS terminal req.

$1.62

Spread vs growth

-8.9%

5Y implied EPS CAGR

32.6%

muy exigente

EPS terminal req.

$1.96

Spread vs growth

8.6%

10Y implied EPS CAGR

20.8%

exigente

EPS terminal req.

$3.16

Spread vs growth

20.4%

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 +56.0%

Total return

+56.0%

Start / end P/E

34.6x → 38.1x

EPS bridge

0.34 → 0.48

Residual

+4.2%

EPS growth+41.2%
Multiple rerating+10.1%
Dividend+0.5%
Residual / FX / buybacks / cross-term+4.2%

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.