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603368.SS$16.35-0.12%
Fair $16.35+0.0%

603368.SS

Guangxi LiuYao Group Co., Ltd

Healthcare / Medical DistributionShanghai

$16.35

-0.02 (-0.12%)

Fairly Valued+0.0%Fair Value $16.35Fund rank 34/100 · Data gapFallback financials|
SA 44/C
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 $690.6M · quality 69.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 65/100Data 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

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 · 603368.SSLocal privado en este navegador · Guangxi LiuYao 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

$6.5B

P/E

9.8x

↓

EV/EBITDA

5.5x

↓

ROE

9.1%

↑

Gross Margin

11.0%

↓

Debt/Equity

0.56

↑
52-Week Range$16
$16$21

TradingView lightweight chart

603368.SS price, volumen y niveles de valoración

Último $16.35Periodo +10.3%
Fair value: $16.35

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

+3.2%

FCF CAGR

+40.3%

FCF margin

4.3%

FCF / Net income

1.26x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $20.93B · net income $709.5M · FCF $893.2M

2022-FY → 2025-FY

Gross margin

11.0%-0.5% pts

Operating margin

5.5%-0.6% pts

Net margin

3.4%-0.3% pts

FCF margin

4.3%+2.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$20.93B$20.93B$21.18B$20.81B$19.05B
Net Income$709.5M$709.5M$854.9M$849.6M$701.5M
EBITDA$1.29B$1.29B$1.46B$1.53B$1.36B
EPS1.791.792.212.351.94
Gross Margin11.0%11.0%11.4%11.9%11.5%
Operating Margin5.5%5.5%6.0%6.5%6.1%
Net Margin3.4%3.4%4.0%4.1%3.7%
Balance Sheet
Debt/Equity0.560.560.550.670.71
Current Ratio1.601.60———
Cash Flow
Free Cash Flow$893.2M$893.2M$690.6M$421.5M$323.2M
Returns
ROE9.1%9.1%11.2%12.8%11.8%
Valuation
P/E9.859.857.808.2610.41
EV/EBITDA5.465.464.935.435.66
P/B0.830.830.871.061.22
Growth & Yield
Revenue Growth-1.2%-1.2%1.8%9.2%—
EPS Growth-19.0%-19.0%-6.0%21.1%—
Dividend Yield4.8%4.8%———

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

-6.8%

fácil

EPS terminal req.

$1.45

Spread vs growth

-12.2%

5Y implied EPS CAGR

-0.4%

fácil

EPS terminal req.

$1.76

Spread vs growth

-18.6%

10Y implied EPS CAGR

4.7%

fácil

EPS terminal req.

$2.83

Spread vs growth

-23.7%

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 -0.3%

Total return

-0.3%

Start / end P/E

7.8x → 9.1x

EPS bridge

2.21 → 1.79

Residual

-3.3%

EPS growth-19.0%
Multiple rerating+17.2%
Dividend+4.8%
Residual / FX / buybacks / cross-term-3.3%

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.