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688273.SS$42.21+0.48%
Fair $42.21+0.0%

688273.SS

Nanjing Medlander Medical Technology Co.,Ltd.

Healthcare / Medical DevicesShanghai

$42.21

+0.20 (+0.48%)

Fairly Valued+0.0%Fair Value $42.21Fund rank 27/100 · Data gapFallback financials|
SA 46/C
F-Score: 4/9

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 19%

FCF escenarios

weak_data · normalized FCF $-7.2M · quality 47.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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: 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 · 688273.SSLocal privado en este navegador · Nanjing Medlander Medical Technology 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

$4.2B

P/E

48.0x

↑

EV/EBITDA

24.4x

↑

ROE

7.6%

↑

Gross Margin

70.2%

↑

Debt/Equity

0.02

↓
52-Week Range$42
$26$61

TradingView lightweight chart

688273.SS price, volumen y niveles de valoración

Último $42.21Periodo -4.2%
Fair value: $42.21

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

+4.6%

FCF CAGR

—

FCF margin

-2.9%

FCF / Net income

-0.12x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $431.6M · net income $102.6M · FCF $-12.7M

2022-FY → 2025-FY

Gross margin

70.2%+1.7% pts

Operating margin

23.6%-11.5% pts

Net margin

23.8%-8.5% pts

FCF margin

-2.9%-22.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$431.6M$431.6M$424.5M$340.8M$376.9M
Net Income$102.6M$102.6M$101.6M$89.8M$121.7M
EBITDA$137.4M$137.4M$152.9M$119.7M$160.7M
EPS1.051.051.030.901.46
Gross Margin70.2%70.2%72.0%71.1%68.6%
Operating Margin23.6%23.6%26.5%21.8%35.1%
Net Margin23.8%23.8%23.9%26.4%32.3%
Balance Sheet
Debt/Equity0.020.020.010.010.01
Current Ratio4.894.89———
Cash Flow
Free Cash Flow$-12.7M$-12.7M$-7.2M$61.8M$72.4M
Returns
ROE7.6%7.6%7.7%6.7%9.0%
Valuation
P/E47.9747.9721.2835.2822.39
EV/EBITDA24.3624.3611.2218.269.70
P/B3.073.071.652.352.02
Growth & Yield
Revenue Growth1.7%1.7%24.6%-9.6%—
EPS Growth1.8%1.8%14.8%-38.5%—
Dividend Yield2.9%2.9%———

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

52.8%

muy exigente

EPS terminal req.

$3.75

Spread vs growth

-51.1%

5Y implied EPS CAGR

34.0%

muy exigente

EPS terminal req.

$4.53

Spread vs growth

-32.2%

10Y implied EPS CAGR

21.4%

exigente

EPS terminal req.

$7.30

Spread vs growth

-19.6%

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 +45.0%

Total return

+45.0%

Start / end P/E

28.8x → 40.2x

EPS bridge

1.03 → 1.05

Residual

+0.7%

EPS growth+1.8%
Multiple rerating+39.7%
Dividend+2.9%
Residual / FX / buybacks / cross-term+0.7%

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.