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600833.SS$10.92+3.31%
Fair $10.92+0.0%

600833.SS

Shanghai No.1 Pharmacy Co.,Ltd.

Healthcare / Pharmaceutical RetailersShanghai

$10.92

+0.35 (+3.31%)

Fairly Valued+0.0%Fair Value $10.92Fund rank 32/100 · Data gapFallback financials|
SA 32/D
F-Score: 5/9
Low 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 32% · confianza 25%

FCF escenarios

weak_data · normalized FCF $44.6M · quality 63.7/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 43/100Data 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

32/100

D

Piotroski

5/9

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. ROE is 5.0%, below the 5% threshold
Thesis & Journal · 600833.SSLocal privado en este navegador · Shanghai No.1 Pharmacy 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

$2.4B

P/E

32.1x

↑

EV/EBITDA

15.5x

↑

ROE

5.0%

↑

Gross Margin

16.0%

↓

Debt/Equity

0.19

↓
52-Week Range$11
$10$16

TradingView lightweight chart

600833.SS price, volumen y niveles de valoración

Último $10.92Periodo +194.0%
Fair value: $10.92

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

-7.1%

FCF CAGR

-15.5%

FCF margin

3.4%

FCF / Net income

1.26x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.13B · net income $57.7M · FCF $73.0M

2022-FY → 2025-FY

Gross margin

16.0%-4.5% pts

Operating margin

0.4%-8.3% pts

Net margin

2.7%-2.7% pts

FCF margin

3.4%-1.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.13B$2.13B$1.92B$1.82B$2.66B
Net Income$57.7M$57.7M$163.1M$89.3M$143.6M
EBITDA$150.2M$150.2M$288.0M$179.1M$253.0M
EPS0.260.260.730.400.64
Gross Margin16.0%16.0%16.6%19.1%20.5%
Operating Margin0.4%0.4%-0.4%1.2%8.7%
Net Margin2.7%2.7%8.5%4.9%5.4%
Balance Sheet
Debt/Equity0.190.190.240.260.48
Current Ratio1.691.69———
Cash Flow
Free Cash Flow$73.0M$73.0M$-2.9M$44.6M$120.9M
Returns
ROE5.0%5.0%14.4%8.9%15.1%
Valuation
P/E32.1232.1216.5229.9717.27
EV/EBITDA15.4715.478.7914.179.61
P/B2.092.092.372.672.60
Growth & Yield
Revenue Growth11.2%11.2%5.3%-31.5%—
EPS Growth-64.4%-64.4%82.5%-37.5%—
Dividend Yield2.1%2.1%———

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

55.0%

muy exigente

EPS terminal req.

$0.97

Spread vs growth

-119.4%

5Y implied EPS CAGR

35.2%

muy exigente

EPS terminal req.

$1.17

Spread vs growth

-99.5%

10Y implied EPS CAGR

21.9%

exigente

EPS terminal req.

$1.89

Spread vs growth

-86.3%

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 -9.1%

Total return

-9.1%

Start / end P/E

16.8x → 42.0x

EPS bridge

0.73 → 0.26

Residual

-96.2%

EPS growth-64.4%
Multiple rerating+149.5%
Dividend+2.1%
Residual / FX / buybacks / cross-term-96.2%

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.