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600351.SS$6.46+1.57%
Fair $6.46+0.0%

600351.SS

Yabao Pharmaceutical Group Co., Ltd

Healthcare / Drug Manufacturers - Specialty & GenericShanghai

$6.46

+0.10 (+1.57%)

Fairly Valued+0.0%Fair Value $6.46Fund rank 38/100 · Data gapFallback financials|
SA 58/C
F-Score: 7/9
Declining Revenue

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $437.0M · quality 82.0/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 81/100Data 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

58/100

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: 1unknown: 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
Thesis & Journal · 600351.SSLocal privado en este navegador · Yabao Pharmaceutical Group 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

$4.5B

P/E

14.0x

↓

EV/EBITDA

7.2x

↓

ROE

11.1%

↑

Gross Margin

52.5%

↑

Debt/Equity

0.01

↓
52-Week Range$6
$6$9

TradingView lightweight chart

600351.SS price, volumen y niveles de valoración

Último $6.460Periodo +149.3%
Fair value: $6.460

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

-6.2%

FCF CAGR

+9.6%

FCF margin

23.4%

FCF / Net income

1.64x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.24B · net income $320.0M · FCF $524.9M

2022-FY → 2025-FY

Gross margin

52.5%-3.4% pts

Operating margin

15.6%+7.7% pts

Net margin

14.3%+10.4% pts

FCF margin

23.4%+8.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.24B$2.24B$2.69B$2.91B$2.72B
Net Income$320.0M$320.0M$242.7M$199.6M$104.7M
EBITDA$513.3M$513.3M$438.0M$390.5M$308.2M
EPS0.460.460.340.260.14
Gross Margin52.5%52.5%51.7%57.9%55.9%
Operating Margin15.6%15.6%12.6%11.2%7.9%
Net Margin14.3%14.3%9.0%6.9%3.9%
Balance Sheet
Debt/Equity0.010.010.030.070.15
Current Ratio3.923.92———
Cash Flow
Free Cash Flow$524.9M$524.9M$437.0M$397.7M$398.2M
Returns
ROE11.1%11.1%8.4%6.7%3.5%
Valuation
P/E14.0414.0417.5026.4642.71
EV/EBITDA7.187.188.6812.5213.77
P/B1.551.551.481.781.51
Growth & Yield
Revenue Growth-16.6%-16.6%-7.7%7.1%—
EPS Growth35.3%35.3%30.8%85.7%—
Dividend Yield7.7%7.7%———

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

7.6%

razonable

EPS terminal req.

$0.57

Spread vs growth

27.7%

5Y implied EPS CAGR

8.6%

razonable

EPS terminal req.

$0.69

Spread vs growth

26.7%

10Y implied EPS CAGR

9.3%

razonable

EPS terminal req.

$1.12

Spread vs growth

26.0%

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 +11.9%

Total return

+11.9%

Start / end P/E

18.2x → 14.0x

EPS bridge

0.34 → 0.46

Residual

-8.1%

EPS growth+35.3%
Multiple rerating-23.0%
Dividend+7.7%
Residual / FX / buybacks / cross-term-8.1%

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.