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600422.SS$9.47+6.05%
Fair $9.47+0.0%

600422.SS

KPC Pharmaceuticals,Inc.

Healthcare / Drug Manufacturers - Specialty & GenericShanghai

$9.47

+0.54 (+6.05%)

Fairly Valued+0.0%Fair Value $9.47Fund rank 33/100 · Data gapFallback financials|
SA 34/D
F-Score: 2/9
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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $644.7M · quality 64.7/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 55/100Data 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

34/100

D

Piotroski

2/9

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 · 600422.SSLocal privado en este navegador · KPC Pharmaceuticals,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

$7.2B

P/E

63.1x

↑

EV/EBITDA

10.7x

↓

ROE

6.5%

↑

Gross Margin

38.5%

↓

Debt/Equity

0.31

↑
52-Week Range$9
$8$16

TradingView lightweight chart

600422.SS price, volumen y niveles de valoración

Último $9.470Periodo +176.0%
Fair value: $9.470

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

-7.4%

FCF CAGR

+9.3%

FCF margin

3.0%

FCF / Net income

0.57x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.58B · net income $349.9M · FCF $198.7M

2022-FY → 2025-FY

Gross margin

38.5%-3.0% pts

Operating margin

5.7%-1.7% pts

Net margin

5.3%+0.7% pts

FCF margin

3.0%+1.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.58B$6.58B$8.40B$8.43B$8.28B
Net Income$349.9M$349.9M$648.1M$540.7M$383.2M
EBITDA$716.7M$716.7M$1.16B$1.02B$726.8M
EPS0.460.460.860.710.51
Gross Margin38.5%38.5%43.5%46.6%41.5%
Operating Margin5.7%5.7%11.7%10.6%7.4%
Net Margin5.3%5.3%7.7%6.4%4.6%
Balance Sheet
Debt/Equity0.310.310.160.140.23
Current Ratio2.092.09———
Cash Flow
Free Cash Flow$198.7M$198.7M$728.6M$644.7M$152.1M
Returns
ROE6.5%6.5%12.3%8.2%7.7%
Valuation
P/E63.1363.1318.1729.3732.10
EV/EBITDA10.6810.688.9215.0316.21
P/B1.341.342.242.422.47
Growth & Yield
Revenue Growth-21.7%-21.7%-0.3%1.8%—
EPS Growth-46.5%-46.5%21.1%39.2%—
Dividend Yield3.2%3.2%———

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

22.2%

exigente

EPS terminal req.

$0.84

Spread vs growth

-68.8%

5Y implied EPS CAGR

17.2%

exigente

EPS terminal req.

$1.02

Spread vs growth

-63.7%

10Y implied EPS CAGR

13.5%

razonable

EPS terminal req.

$1.64

Spread vs growth

-60.1%

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 · 1Y approxreconcilia total -36.0%

Total return

-36.0%

Start / end P/E

18.1x → 20.6x

EPS bridge

0.86 → 0.46

Residual

-6.4%

EPS growth-46.5%
Multiple rerating+13.8%
Dividend+3.2%
Residual / FX / buybacks / cross-term-6.4%

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.