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603367.SS$13.88-1.56%
Fair $13.88+0.0%

603367.SS

Cisen Pharmaceutical Co., Ltd.

Healthcare / Drug Manufacturers - Specialty & GenericShanghai

$13.88

-0.22 (-1.56%)

Fairly Valued+0.0%Fair Value $13.88Fund rank 36/100 · Data gapFallback financials|
SA 46/C
F-Score: 4/9
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $433.5M · quality 77.7/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 72/100Data 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

46/100

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: 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 · 603367.SSLocal privado en este navegador · Cisen Pharmaceutical 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

$6.3B

P/E

15.4x

↓

EV/EBITDA

7.3x

↓

ROE

6.8%

↑

Gross Margin

51.9%

↑

Debt/Equity

0.01

↓
52-Week Range$14
$14$35

TradingView lightweight chart

603367.SS price, volumen y niveles de valoración

Último $13.88Periodo -17.3%
Fair value: $13.88

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

-5.4%

FCF CAGR

+21.6%

FCF margin

11.7%

FCF / Net income

0.95x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.44B · net income $421.2M · FCF $401.6M

2022-FY → 2025-FY

Gross margin

51.9%-4.1% pts

Operating margin

10.9%+2.3% pts

Net margin

12.2%+3.6% pts

FCF margin

11.7%+6.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.44B$3.44B$3.98B$4.46B$4.07B
Net Income$421.2M$421.2M$508.9M$521.3M$350.0M
EBITDA$698.7M$698.7M$805.4M$836.3M$600.7M
EPS0.930.931.121.150.77
Gross Margin51.9%51.9%56.6%58.8%56.0%
Operating Margin10.9%10.9%13.0%13.5%8.6%
Net Margin12.2%12.2%12.8%11.7%8.6%
Balance Sheet
Debt/Equity0.010.010.020.030.03
Current Ratio4.654.65———
Cash Flow
Free Cash Flow$401.6M$401.6M$469.0M$433.5M$223.2M
Returns
ROE6.8%6.8%8.6%9.1%6.6%
Valuation
P/E15.4215.4211.9612.9820.23
EV/EBITDA7.337.336.267.1210.39
P/B1.021.021.021.181.33
Growth & Yield
Revenue Growth-13.5%-13.5%-10.8%9.7%—
EPS Growth-17.0%-17.0%-2.6%49.4%—
Dividend Yield2.5%2.5%———

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

9.8%

razonable

EPS terminal req.

$1.23

Spread vs growth

-26.8%

5Y implied EPS CAGR

9.9%

razonable

EPS terminal req.

$1.49

Spread vs growth

-26.9%

10Y implied EPS CAGR

9.9%

razonable

EPS terminal req.

$2.40

Spread vs growth

-26.9%

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 +3.9%

Total return

+3.9%

Start / end P/E

12.2x → 14.9x

EPS bridge

1.12 → 0.93

Residual

-3.8%

EPS growth-17.0%
Multiple rerating+22.2%
Dividend+2.5%
Residual / FX / buybacks / cross-term-3.8%

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.