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688351.SS$24.67-1.99%
Fair $24.67+0.0%

688351.SS

Shanghai MicroPort EP MedTech Co., Ltd.

Healthcare / Medical DevicesShanghai

$24.67

-0.50 (-1.99%)

Fairly Valued+0.0%Fair Value $24.67Fund rank 24/100 · Data gapFallback financials|
SA 59/C
F-Score: 5/9
Low 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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-31.3M · quality 44.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 5/100Data 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

59/100

C

Piotroski

5/9

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. ROE is 2.8%, below the 5% threshold
Thesis & Journal · 688351.SSLocal privado en este navegador · Shanghai MicroPort EP MedTech 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

$11.6B

P/E

189.8x

↑

EV/EBITDA

128.9x

↑

ROE

2.8%

↑

Gross Margin

58.0%

↑

Debt/Equity

0.00

↓
52-Week Range$25
$18$28

TradingView lightweight chart

688351.SS price, volumen y niveles de valoración

Último $24.67Periodo +87.6%
Fair value: $24.67

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

+21.3%

FCF CAGR

—

FCF margin

-6.7%

FCF / Net income

-0.61x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $464.5M · net income $51.1M · FCF $-31.3M

2022-FY → 2025-FY

Gross margin

58.0%-11.1% pts

Operating margin

8.4%+10.8% pts

Net margin

11.0%+9.8% pts

FCF margin

-6.7%+9.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$464.5M$464.5M$413.2M$329.2M$260.3M
Net Income$51.1M$51.1M$52.1M$5.7M$3.1M
EBITDA$88.0M$88.0M$90.4M$35.7M$21.0M
EPS0.110.110.110.010.01
Gross Margin58.0%58.0%58.7%63.5%69.1%
Operating Margin8.4%8.4%8.6%-5.7%-2.4%
Net Margin11.0%11.0%12.6%1.7%1.2%
Balance Sheet
Debt/Equity0.000.000.010.020.02
Current Ratio9.829.82———
Cash Flow
Free Cash Flow$-31.3M$-31.3M$23.5M$-79.9M$-41.3M
Returns
ROE2.8%2.8%3.0%0.3%0.2%
Valuation
P/E189.77189.77164.921940.503657.53
EV/EBITDA128.90128.9092.21302.17508.46
P/B6.456.454.936.556.71
Growth & Yield
Revenue Growth12.4%12.4%25.5%26.5%—
EPS Growth-1.9%-1.9%814.0%65.8%—

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

172.2%

muy exigente

EPS terminal req.

$2.19

Spread vs growth

-174.1%

5Y implied EPS CAGR

89.5%

muy exigente

EPS terminal req.

$2.65

Spread vs growth

-91.4%

10Y implied EPS CAGR

44.4%

muy exigente

EPS terminal req.

$4.27

Spread vs growth

-46.3%

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 +20.3%

Total return

+20.3%

Start / end P/E

185.4x → 227.4x

EPS bridge

0.11 → 0.11

Residual

-0.4%

EPS growth-1.9%
Multiple rerating+22.7%
Dividend+0.0%
Residual / FX / buybacks / cross-term-0.4%

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.