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3880.HK$20.76-4.51%
Fair $20.76+0.0%

3880.HK

Medtide Inc.

Healthcare / BiotechnologyHKSE

$20.76

-0.98 (-4.51%)

Fairly Valued+0.0%Fair Value $20.76Fund rank 35/100 · Data gapFallback financials|
SA 62/B
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $98.1M · quality 73.7/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 67/100Data 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

62/100

B

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. Sector-specific biotech pipeline model required: targets are disabled until product, probability, peak-sales and cash-runway data exists.
Thesis & Journal · 3880.HKLocal privado en este navegador · Medtide Inc.
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

$2.9B

P/E

11.0x

↓

EV/EBITDA

6.8x

↓

ROE

13.7%

↑

Gross Margin

63.4%

↑

Debt/Equity

0.02

↓
52-Week Range$21
$21$42

TradingView lightweight chart

3880.HK price, volumen y niveles de valoración

Último $20.76Periodo -32.6%
Fair value: $20.76

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

+17.6%

FCF CAGR

+47.9%

FCF margin

24.2%

FCF / Net income

0.63x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $570.1M · net income $217.4M · FCF $137.7M

2022-FY → 2025-FY

Gross margin

63.4%+6.1% pts

Operating margin

39.4%+6.6% pts

Net margin

38.1%+22.7% pts

FCF margin

24.2%+12.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$570.1M$570.1M$442.2M$336.8M$350.8M
Net Income$217.4M$217.4M$59.2M$48.9M$54.0M
EBITDA$281.3M$281.3M$109.7M$92.0M$94.8M
EPS1.631.630.470.340.43
Gross Margin63.4%63.4%56.5%53.5%57.3%
Operating Margin39.4%39.4%31.7%26.3%32.9%
Net Margin38.1%38.1%13.4%14.5%15.4%
Balance Sheet
Debt/Equity0.020.020.131.271.61
Current Ratio6.406.40———
Cash Flow
Free Cash Flow$137.7M$137.7M$98.1M$32.7M$42.6M
Returns
ROE13.7%13.7%18.6%19.3%26.7%
Valuation
P/E10.9810.98———
EV/EBITDA6.816.81———
P/B1.751.75———
Growth & Yield
Revenue Growth28.9%28.9%31.3%-4.0%—
EPS Growth244.3%244.3%37.3%-20.1%—

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

4.2%

fácil

EPS terminal req.

$1.84

Spread vs growth

240.2%

5Y implied EPS CAGR

6.5%

razonable

EPS terminal req.

$2.23

Spread vs growth

237.9%

10Y implied EPS CAGR

8.2%

razonable

EPS terminal req.

$3.59

Spread vs growth

236.1%

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 · available periodreconcilia total -32.6%

Total return

-32.6%

Start / end P/E

65.1x → 12.7x

EPS bridge

0.47 → 1.63

Residual

-196.5%

EPS growth+244.3%
Multiple rerating-80.4%
Dividend+0.0%
Residual / FX / buybacks / cross-term-196.5%

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.