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603983.SS$23.65-2.79%
Fair $23.65+0.0%

603983.SS

Guangdong Marubi Biotechnology Co., Ltd.

Consumer Defensive / Household & Personal ProductsShanghai

$23.65

-0.68 (-2.79%)

Fairly Valued+0.0%Fair Value $23.65Fund rank 27/100 · Data gapFallback financials|
SA 40/C
F-Score: 6/9

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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $68.6M · quality 46.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

40/100

C

Piotroski

6/9

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. Sector-specific biotech pipeline model required: targets are disabled until product, probability, peak-sales and cash-runway data exists.
Thesis & Journal · 603983.SSLocal privado en este navegador · Guangdong Marubi Biotechnology 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

$9.5B

P/E

44.6x

↑

EV/EBITDA

23.7x

↑

ROE

7.4%

↑

Gross Margin

74.3%

↑

Debt/Equity

0.12

↓
52-Week Range$24
$22$57

TradingView lightweight chart

603983.SS price, volumen y niveles de valoración

Último $23.65Periodo -20.0%
Fair value: $23.65

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

+25.9%

FCF CAGR

—

FCF margin

2.0%

FCF / Net income

0.28x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.46B · net income $247.2M · FCF $68.6M

2022-FY → 2025-FY

Gross margin

74.3%+5.9% pts

Operating margin

7.3%-2.7% pts

Net margin

7.1%-2.9% pts

FCF margin

2.0%+5.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.46B$3.46B$2.97B$2.23B$1.73B
Net Income$247.2M$247.2M$341.6M$259.4M$174.2M
EBITDA$362.0M$362.0M$418.8M$348.3M$236.4M
EPS0.620.620.850.650.43
Gross Margin74.3%74.3%73.7%70.7%68.4%
Operating Margin7.3%7.3%12.1%9.0%10.0%
Net Margin7.1%7.1%11.5%11.7%10.1%
Balance Sheet
Debt/Equity0.120.120.230.080.08
Current Ratio1.971.97———
Cash Flow
Free Cash Flow$68.6M$68.6M$-15.8M$84.0M$-62.5M
Returns
ROE7.4%7.4%10.1%7.8%5.5%
Valuation
P/E44.6244.6236.8542.2278.26
EV/EBITDA23.7023.7027.1029.0954.28
P/B2.832.833.723.274.28
Growth & Yield
Revenue Growth16.5%16.5%33.4%28.5%—
EPS Growth-27.1%-27.1%30.8%51.2%—
Dividend Yield4.1%4.1%———

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

50.1%

muy exigente

EPS terminal req.

$2.10

Spread vs growth

-77.2%

5Y implied EPS CAGR

32.6%

muy exigente

EPS terminal req.

$2.54

Spread vs growth

-59.6%

10Y implied EPS CAGR

20.8%

exigente

EPS terminal req.

$4.09

Spread vs growth

-47.8%

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 -52.4%

Total return

-52.4%

Start / end P/E

64.0x → 38.1x

EPS bridge

0.85 → 0.62

Residual

+10.9%

EPS growth-27.1%
Multiple rerating-40.4%
Dividend+4.1%
Residual / FX / buybacks / cross-term+10.9%

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.