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603102.SS$37.44+1.57%
Fair $37.44+0.0%

603102.SS

Weihai Baihe Biology Technological Co., Ltd.

Consumer Defensive / Packaged FoodsShanghai

$37.44

+0.58 (+1.57%)

Fairly Valued+0.0%Fair Value $37.44Fund rank 35/100 · Data gapFallback financials|
SA 49/C
F-Score: 4/9

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 $97.3M · quality 72.7/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 68/100Data 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

49/100

C

Piotroski

4/9

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 · 603102.SSLocal privado en este navegador · Weihai Baihe Biology Technological 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

18.8x

↑

EV/EBITDA

6.1x

↓

ROE

7.8%

↑

Gross Margin

35.3%

↑

Debt/Equity

0.01

↓
52-Week Range$37
$36$54

TradingView lightweight chart

603102.SS price, volumen y niveles de valoración

Último $37.44Periodo -38.3%
Fair value: $37.44

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

+7.9%

FCF CAGR

+8.7%

FCF margin

14.3%

FCF / Net income

1.02x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $910.9M · net income $128.4M · FCF $130.4M

2022-FY → 2025-FY

Gross margin

35.3%-1.1% pts

Operating margin

16.5%-4.1% pts

Net margin

14.1%-4.9% pts

FCF margin

14.3%+0.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$910.9M$910.9M$801.4M$871.3M$725.3M
Net Income$128.4M$128.4M$139.3M$169.1M$137.8M
EBITDA$199.2M$199.2M$202.1M$231.1M$191.5M
EPS2.052.052.182.642.20
Gross Margin35.3%35.3%36.5%37.4%36.4%
Operating Margin16.5%16.5%18.5%21.0%20.6%
Net Margin14.1%14.1%17.4%19.4%19.0%
Balance Sheet
Debt/Equity0.010.010.000.000.00
Current Ratio6.586.58———
Cash Flow
Free Cash Flow$130.4M$130.4M$32.7M$97.3M$101.4M
Returns
ROE7.8%7.8%8.7%11.2%9.7%
Valuation
P/E18.8118.8116.1314.6419.74
EV/EBITDA6.156.155.515.818.48
P/B1.421.421.401.631.91
Growth & Yield
Revenue Growth13.7%13.7%-8.0%20.1%—
EPS Growth-6.0%-6.0%-17.4%20.0%—
Dividend Yield2.0%2.0%———

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

17.5%

exigente

EPS terminal req.

$3.32

Spread vs growth

-23.4%

5Y implied EPS CAGR

14.4%

razonable

EPS terminal req.

$4.02

Spread vs growth

-20.4%

10Y implied EPS CAGR

12.2%

razonable

EPS terminal req.

$6.47

Spread vs growth

-18.2%

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 -23.4%

Total return

-23.4%

Start / end P/E

23.0x → 18.3x

EPS bridge

2.18 → 2.05

Residual

+1.2%

EPS growth-6.0%
Multiple rerating-20.7%
Dividend+2.0%
Residual / FX / buybacks / cross-term+1.2%

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.