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603351.SS$25.68-1.27%
Fair $25.68+0.0%

603351.SS

Nanjing Well Pharmaceutical Group Co.,Ltd.

Healthcare / Drug Manufacturers - Specialty & GenericShanghai

$25.68

-0.33 (-1.27%)

Fairly Valued+0.0%Fair Value $25.68Fund rank 29/100 · Data gapFallback financials|
SA 44/C
F-Score: 5/9

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 32% · confianza 22%

FCF escenarios

weak_data · normalized FCF $170.3M · quality 47.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 32/100Data 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

44/100

C

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: 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 · 603351.SSLocal privado en este navegador · Nanjing Well 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

$3.5B

P/E

22.9x

↑

EV/EBITDA

11.5x

↓

ROE

8.4%

↑

Gross Margin

28.5%

↓

Debt/Equity

0.32

↑
52-Week Range$26
$23$33

TradingView lightweight chart

603351.SS price, volumen y niveles de valoración

Último $25.68Periodo -17.5%
Fair value: $25.68

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

+6.3%

FCF CAGR

—

FCF margin

13.9%

FCF / Net income

1.23x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.34B · net income $151.0M · FCF $186.1M

2022-FY → 2025-FY

Gross margin

28.5%+1.2% pts

Operating margin

14.0%+3.2% pts

Net margin

11.3%+2.8% pts

FCF margin

13.9%+25.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.34B$1.34B$1.30B$1.16B$1.11B
Net Income$151.0M$151.0M$146.4M$112.2M$95.0M
EBITDA$316.0M$316.0M$302.0M$208.4M$195.8M
EPS1.111.111.080.830.71
Gross Margin28.5%28.5%28.3%27.4%27.3%
Operating Margin14.0%14.0%14.0%12.0%10.9%
Net Margin11.3%11.3%11.3%9.7%8.6%
Balance Sheet
Debt/Equity0.320.320.280.310.29
Current Ratio1.391.39———
Cash Flow
Free Cash Flow$186.1M$186.1M$170.3M$47.2M$-124.9M
Returns
ROE8.4%8.4%8.6%7.1%6.4%
Valuation
P/E22.9322.9322.1431.5232.83
EV/EBITDA11.5311.5311.5118.5517.60
P/B1.951.951.902.232.11
Growth & Yield
Revenue Growth3.0%3.0%12.2%4.0%—
EPS Growth2.8%2.8%30.1%16.9%—
Dividend Yield2.3%2.3%———

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

27.1%

muy exigente

EPS terminal req.

$2.28

Spread vs growth

-24.3%

5Y implied EPS CAGR

20.0%

exigente

EPS terminal req.

$2.76

Spread vs growth

-17.2%

10Y implied EPS CAGR

14.9%

razonable

EPS terminal req.

$4.44

Spread vs growth

-12.1%

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 -5.4%

Total return

-5.4%

Start / end P/E

25.8x → 23.1x

EPS bridge

1.08 → 1.11

Residual

-0.3%

EPS growth+2.8%
Multiple rerating-10.3%
Dividend+2.3%
Residual / FX / buybacks / cross-term-0.3%

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.