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603439.SS$16.43-0.48%
Fair $16.43+0.0%

603439.SS

Guizhou Sanli Pharmaceutical Co.,Ltd

Healthcare / Drug Manufacturers - Specialty & GenericShanghai

$16.43

-0.08 (-0.48%)

Fairly Valued+0.0%Fair Value $16.43Fund rank 34/100 · Data gapFallback financials|
SA 57/C
F-Score: 4/9
Margin CompressionLow 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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $138.7M · quality 66.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 66/100Data 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

57/100

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: 2unknown: 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. Operating margin has declined for 3 consecutive years ROE is 3.2%, below the 5% threshold
Thesis & Journal · 603439.SSLocal privado en este navegador · Guizhou Sanli 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

$6.7B

P/E

136.9x

↑

EV/EBITDA

47.6x

↑

ROE

3.2%

↑

Gross Margin

70.0%

↑

Debt/Equity

0.52

↑
52-Week Range$16
$10$17

TradingView lightweight chart

603439.SS price, volumen y niveles de valoración

Último $16.43Periodo +55.3%
Fair value: $16.43

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

+12.3%

FCF CAGR

-7.2%

FCF margin

8.1%

FCF / Net income

3.00x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.70B · net income $46.3M · FCF $138.7M

2022-FY → 2025-FY

Gross margin

70.0%-1.8% pts

Operating margin

11.7%-7.0% pts

Net margin

2.7%-14.0% pts

FCF margin

8.1%-6.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.70B$1.70B$2.14B$1.63B$1.20B
Net Income$46.3M$46.3M$274.0M$292.7M$201.3M
EBITDA$152.9M$152.9M$415.4M$375.1M$244.0M
EPS0.110.110.670.710.49
Gross Margin70.0%70.0%69.7%73.3%71.7%
Operating Margin11.7%11.7%16.2%17.3%18.6%
Net Margin2.7%2.7%12.8%17.9%16.8%
Balance Sheet
Debt/Equity0.520.520.400.380.17
Current Ratio1.571.57———
Cash Flow
Free Cash Flow$138.7M$138.7M$61.9M$168.0M$173.4M
Returns
ROE3.2%3.2%17.9%19.9%16.2%
Valuation
P/E136.92136.9218.6727.1531.29
EV/EBITDA47.6047.6012.6421.1524.31
P/B4.784.783.355.415.08
Growth & Yield
Revenue Growth-20.6%-20.6%31.2%36.1%—
EPS Growth-83.6%-83.6%-5.6%44.9%—
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

136.7%

muy exigente

EPS terminal req.

$1.46

Spread vs growth

-220.2%

5Y implied EPS CAGR

74.2%

muy exigente

EPS terminal req.

$1.76

Spread vs growth

-157.8%

10Y implied EPS CAGR

38.4%

muy exigente

EPS terminal req.

$2.84

Spread vs growth

-122.0%

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 +37.1%

Total return

+37.1%

Start / end P/E

18.2x → 149.4x

EPS bridge

0.67 → 0.11

Residual

-603.7%

EPS growth-83.6%
Multiple rerating+722.3%
Dividend+2.1%
Residual / FX / buybacks / cross-term-603.7%

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.