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600222.SS$7.99+2.57%
Fair $7.99+0.0%

600222.SS

Henan Taloph Pharmaceutical Stock Co.,Ltd

Healthcare / Drug Manufacturers - Specialty & GenericShanghai

$7.99

+0.20 (+2.57%)

Fairly Valued+0.0%Fair Value $7.99Fund rank 26/100 · Data gapFallback financials|
SA 53/C
F-Score: 6/9
Declining RevenueLow 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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $604340.15 · quality 43.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

53/100

C

Piotroski

6/9

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. Revenue has declined for 2 consecutive years ROE is 3.7%, below the 5% threshold
Thesis & Journal · 600222.SSLocal privado en este navegador · Henan Taloph Pharmaceutical Stock 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

$4.6B

P/E

72.6x

↑

EV/EBITDA

25.2x

↑

ROE

3.7%

↑

Gross Margin

28.0%

↓

Debt/Equity

0.48

↑
52-Week Range$8
$5$9

TradingView lightweight chart

600222.SS price, volumen y niveles de valoración

Último $7.990Periodo +82.1%
Fair value: $7.990

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

-3.6%

FCF CAGR

—

FCF margin

1.5%

FCF / Net income

0.43x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.76B · net income $60.0M · FCF $26.0M

2022-FY → 2025-FY

Gross margin

28.0%+3.9% pts

Operating margin

9.3%+7.1% pts

Net margin

3.4%+7.1% pts

FCF margin

1.5%+11.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.76B$1.76B$1.94B$2.07B$1.96B
Net Income$60.0M$60.0M$50.5M$43.6M$-72.2M
EBITDA$197.3M$197.3M$158.8M$163.6M$43.1M
EPS0.110.110.090.08-0.13
Gross Margin28.0%28.0%25.6%27.3%24.1%
Operating Margin9.3%9.3%4.4%5.1%2.2%
Net Margin3.4%3.4%2.6%2.1%-3.7%
Balance Sheet
Debt/Equity0.480.480.630.450.42
Current Ratio1.261.26———
Cash Flow
Free Cash Flow$26.0M$26.0M$-76.8M$604340.15$-191.0M
Returns
ROE3.7%3.7%3.2%2.8%-4.6%
Valuation
P/E72.6472.6454.4177.91—
EV/EBITDA25.1625.1622.4423.8890.06
P/B2.752.751.752.152.25
Growth & Yield
Revenue Growth-9.5%-9.5%-6.2%5.6%—
EPS Growth19.5%19.5%17.3%160.3%—
Dividend Yield0.2%0.2%———

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

87.0%

muy exigente

EPS terminal req.

$0.71

Spread vs growth

-67.5%

5Y implied EPS CAGR

51.2%

muy exigente

EPS terminal req.

$0.86

Spread vs growth

-31.7%

10Y implied EPS CAGR

29.0%

muy exigente

EPS terminal req.

$1.38

Spread vs growth

-9.5%

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 +47.9%

Total return

+47.9%

Start / end P/E

59.6x → 73.6x

EPS bridge

0.09 → 0.11

Residual

+4.6%

EPS growth+19.5%
Multiple rerating+23.6%
Dividend+0.2%
Residual / FX / buybacks / cross-term+4.6%

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.