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600721.SS$7.46+2.19%
Fair $7.46+0.0%

600721.SS

Xinjiang Bai Hua Cun Pharma Tech Co.,Ltd

Consumer Cyclical / RestaurantsShanghai

$7.46

+0.16 (+2.19%)

Fairly Valued+0.0%Fair Value $7.46Fund rank 32/100 · Data gapFallback financials|
SA 24/D
F-Score: 3/9

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 $44.8M · quality 56.7/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 71/100Data 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

24/100

D

Piotroski

3/9

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 · 600721.SSLocal privado en este navegador · Xinjiang Bai Hua Cun Pharma Tech 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

$2.9B

P/E

106.6x

↑

EV/EBITDA

26.5x

↑

ROE

5.1%

↑

Gross Margin

45.5%

↑

Debt/Equity

N/A

•
52-Week Range$7
$7$13

TradingView lightweight chart

600721.SS price, volumen y niveles de valoración

Último $7.460Periodo +1.5%
Fair value: $7.460

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

+3.5%

FCF CAGR

-37.5%

FCF margin

3.2%

FCF / Net income

0.31x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $388.3M · net income $40.7M · FCF $12.4M

2022-FY → 2025-FY

Gross margin

45.5%+5.6% pts

Operating margin

20.1%+12.0% pts

Net margin

10.5%+20.4% pts

FCF margin

3.2%-11.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$388.3M$388.3M$385.8M$369.3M$349.9M
Net Income$40.7M$40.7M$41.5M$13.0M$-34.8M
EBITDA$96.7M$96.7M$111.3M$39.6M$-5.8M
EPS0.110.110.110.03-0.09
Gross Margin45.5%45.5%51.2%49.0%39.9%
Operating Margin20.1%20.1%24.0%18.6%8.1%
Net Margin10.5%10.5%10.8%3.5%-9.9%
Balance Sheet
Debt/Equity——0.000.000.00
Current Ratio2.362.36———
Cash Flow
Free Cash Flow$12.4M$12.4M$55.7M$44.8M$50.8M
Returns
ROE5.1%5.1%5.5%1.8%-5.2%
Valuation
P/E106.57106.5758.89221.93—
EV/EBITDA26.5526.5519.5167.59—
P/B3.573.573.224.073.59
Growth & Yield
Revenue Growth0.7%0.7%4.5%5.5%—
EPS Growth-2.4%-2.4%217.3%137.0%—
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

84.2%

muy exigente

EPS terminal req.

$0.66

Spread vs growth

-86.6%

5Y implied EPS CAGR

49.9%

muy exigente

EPS terminal req.

$0.80

Spread vs growth

-52.3%

10Y implied EPS CAGR

28.4%

muy exigente

EPS terminal req.

$1.29

Spread vs growth

-30.8%

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 +4.2%

Total return

+4.2%

Start / end P/E

66.4x → 70.4x

EPS bridge

0.11 → 0.11

Residual

-0.1%

EPS growth-2.4%
Multiple rerating+6.2%
Dividend+0.5%
Residual / FX / buybacks / cross-term-0.1%

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.